Wealth management firm Collins Stewart has launched a probate service to accompany its existing inheritance tax and investment management services.
Collins Stewart says the business will help simplify the complicated and time-consuming task of valuing an estate’s investment assets.
Collins Stewart chief executive Symon Hawken says: “Collins Stewart has a heritage of innovation and managing wealth. This service is designed to ease the administrative and technical burden during an emotional time.
“Our wealth management expertise makes this service unique in the marketplace. Probate valuation is often offered by administration firms rather than investment managers, so our expertise in knowing the investments as well as being able to value them will provide additional benefits.”