McDade Roberts Probate Ltd

We know that it is important to our clients to ensure that the estate that they have worked hard to build up is passed onto your loved ones as smoothly as possible and also in the most tax efficient manner.

Our Wills and Probate Service has been designed specifically to assist you with this as follows:

• Making sure that your Will is kept up to date and reflects your current circumstances and wishes.
• Helping you to minimise Inheritance Tax liabilities.
• Assisting with the administration of your estate to ensure that the terms of the Will are carried out and reducing the administrative burden on your family.

See our Wills service or our Probate service section for more information or Contact us to talk about how we can help you preserve as much wealth as possible for your loved ones.

McDade Roberts Probate Ltd
Company Registered Number: 09768877 - Registered in England and Wales
Registered Office - 316 Blackpool Rd, Fulwood, Preston, Lancashire PR2 3AE

Diversity Statement 2019

McDade Roberts Probate Ltd is a 2 partner company and both have completed the Probate diversity questionnaire provided by ICAEW.

Both are male Chartered Accountants with appropriate professional qualifications, 1 in the age band 25-34 and the other in the 45-54 age band.

Neither have a disability and both are British Christians of heterosexual orientation.

The company is still in it’s infancy with 2 directors and no staff employed. If the company needs to recruit in future, it is intended to have a diverse workforce based on skills of the candidates applying.