- 128 City Road, London, United Kingdom, EC1V 2NX
- enquiries@wingateaccountants.co.uk
- 01615314179
Being an executor is a significant responsibility. We prepare the deceased’s final tax return, the estate’s tax returns during administration, Capital Gains Tax on estate sales and clear estate accounts for beneficiaries.
We support lay executors, families and solicitors administering an estate.
Relatives administering an estate for the first time.
Tax and accounts support alongside your probate work.
Rental income during administration and property sales.
Dividends, interest and share sales during administration.
Choose individual services or one fixed fee for the full estate.
Every estate is different, so we provide a written fixed-fee quote after a free initial consultation. All quotes include VAT.
We provide the tax and accounting work. Where a grant of probate is needed, we work alongside your solicitor or probate practitioner.
Tell us about the estate and where things stand.
We list the documents needed and collect them with you.
We prepare each return and the estate accounts for your approval.
We file with HMRC, obtain clearance and support distribution.
| Area | What applies |
|---|---|
| Income during administration | The estate pays tax on income it receives until it is distributed |
| Capital Gains Tax | Personal representatives have the annual exempt amount for the tax year of death and the following two tax years |
| UK residential property sales | Report and pay any CGT within 60 days of completion |
| Simple estates | Some estates with little tax to pay can settle informally with HMRC instead of filing returns |
| Beneficiaries | Receive an R185 showing estate income paid to them, for their own tax returns |
Executors can be personally liable for unpaid tax if an estate is distributed before HMRC is satisfied. We make sure every tax period is covered, the deceased’s final return is filed, any Capital Gains Tax is reported on time, and clearance is obtained before final distributions, so you can complete the administration with confidence.
When a property is sold during administration, the gain is normally measured from its probate value. If it rose in value after death, Capital Gains Tax may be due, and a 60-day return may be required. We calculate the gain and file the return for you.
Official guidance: Dealing with the estate of someone who’s died · Register an estate as a personal representative · Capital Gains Tax when someone dies (HS282)
Transparent pricing, confirmed in writing before any work begins. No hourly charges and no surprises.
Work directly with a qualified accountant who knows your affairs, never a call centre.
Responsive support by phone, email and WhatsApp, with clear advice in plain English.
Experienced with Xero, QuickBooks, FreeAgent and Sage, as well as spreadsheet records.
“Professional and reassuring when dealing with my CGT obligations. I’d definitely use Wingate again.”
“Wingate have processed my tax returns for some years now & I am more than happy with service provided.”
“Used Wingate for a CGT submission recently, efficient, knowledgeable, and easy to deal with.”
Share a few details and a qualified accountant will respond with a fixed-fee proposal, usually within one working day. All prices include VAT.
Request your quoteWhatsApp 0161 531 4179
We are Independent firm of chartered Accountants and provide Tax and compliance services to businesses and Individuals. Our purpose is to make a meaningful difference to our clients.
Monday to Friday : 09:00 – 17:00 Saturday & Sunday : Closed
