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Marshall Accountancy Ltd Chartered Accountants, Registered Auditors and Business Finance Professionals authorised for Probate, Wills & Estate Planning Services.

Chartered Accountants, Registered Auditors and Business Finance Professionals Authorised for Probate, Wills & Estate Planning Services.

Understand your Probate options.Get clarity on the Probate process so you can take the right next steps with a free 30-m...
15/10/2026

Understand your Probate options.

Get clarity on the Probate process so you can take the right next steps with a free 30-minute consultation.

Dealing with Probate can feel complex and overwhelming at an already difficult time.
Our aim is to help you understand what needs to be done, what your responsibilities are, and how to move forward with confidence.

We can help guide you through areas such as:
-Applying for Probate
-Estate administration
-Inheritance Tax considerations
-Dealing with assets and liabilities
-Distributing the estate

Book via the link below:
https://www.marshallaccountancy.co.uk/estate-planning-consultation

Alternatively, call us to book your 30 minute, free Estate Planning consultation.
📞01270 882300

St Mary's House
Crewe Road, Alsager, Stoke-On-Trent
ST7 2EW

You tell us what you're dealing with, and we'll help you understand the probate process and what your next steps look like.

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

Being named as an executor is an important responsibility, and many people are unsure what the role actually involves un...
13/10/2026

Being named as an executor is an important responsibility, and many people are unsure what the role actually involves until the time comes.

An executor is responsible for administering a person's estate after they pass away.
This can include locating the Will, valuing the estate, applying for Probate where required, settling any outstanding debts or taxes, and ensuring the remaining assets are distributed in accordance with the deceased's wishes.

While some estates are relatively straightforward, others can be more complex, making the process feel overwhelming without the right support.

If you've been appointed as an executor, you don't have to navigate the process alone.

Professional guidance can help ensure everything is managed correctly, giving you confidence during what is often a difficult time.

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

Writing a Will is an important step, but it's just as important to make sure it reflects your current wishes.As life cha...
12/10/2026

Writing a Will is an important step, but it's just as important to make sure it reflects your current wishes.

As life changes, your Will should too.

Major milestones such as getting married, welcoming children or grandchildren, buying or selling property, or experiencing changes in your financial circumstances are all good reasons to review your existing plans.

Even if nothing significant has changed, it's worth revisiting your will every few years to ensure it still reflects your wishes and takes account of any changes in legislation or your personal circumstances.

Keeping your Will up to date can provide clarity for your loved ones and help ensure your estate is distributed as you intend.

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

World Mental Health Day! ❤️Planning for the future isn't always an easy conversation, but it can make a difficult time a...
10/10/2026

World Mental Health Day! ❤️

Planning for the future isn't always an easy conversation, but it can make a difficult time a little easier for the people you care about most.

Having an up-to-date will, a Lasting Power of Attorney and clear plans for your estate can help remove uncertainty and reduce the practical pressures your loved ones may face if the unexpected happens.

While no amount of planning can remove the emotional impact of difficult circumstances, knowing that important decisions have already been made can provide reassurance and help families focus on supporting one another rather than navigating unnecessary complications.

This World Mental Health Day, consider taking a small step that could make a big difference to your family's future.

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

When it comes to tax, leaving everything until the end of the financial year can often mean missed opportunities and unn...
06/10/2026

When it comes to tax, leaving everything until the end of the financial year can often mean missed opportunities and unnecessary stress.

Planning ahead throughout the year gives you a clearer picture of your finances, helps you prepare for upcoming tax liabilities and allows more time to make informed financial decisions.
Whether you're an individual or a business owner, taking a proactive approach can help you stay organised and avoid last-minute surprises.

Regular tax planning isn't just about meeting deadlines, it's about making the most of available allowances, keeping accurate records and ensuring your finances are working as efficiently as possible.

By reviewing your tax position throughout the year, you'll be in a much stronger position when deadlines arrive.

Looking for support with personal or business tax planning?
Our experienced team is here to help.

Get in touch today to find out how we can support you!

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

If you've recently become self-employed, started receiving untaxed income or your circumstances have changed, you may ne...
05/10/2026

If you've recently become self-employed, started receiving untaxed income or your circumstances have changed, you may need to register for Self Assessment with HMRC.

The 5 October deadline is an important date for anyone who needs to register for the first time following the end of the previous tax year.
Registering on time helps ensure you're prepared for your tax return and avoids unnecessary last-minute stress.

If you're unsure whether Self Assessment applies to you, it's always worth seeking professional advice.
Getting everything in place early means you'll have more time to gather your information and plan ahead before the filing deadline.

Need help with Self Assessment or personal tax planning? Our experienced team is here to guide you through the process.

Get in touch today to find out how we can help.

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

It's International Day of Older Persons ❤️Today is an opportunity to recognise the importance of supporting older family...
01/10/2026

It's International Day of Older Persons ❤️

Today is an opportunity to recognise the importance of supporting older family members, not just in the present, but by helping them plan for the future.

One of the most valuable steps someone can take is putting a Lasting Power of Attorney (LPA) in place.
An LPA allows someone you trust to make decisions on your behalf if you're ever unable to do so yourself.

Without one, your loved ones may not have the legal authority to manage your finances or make decisions about your health and welfare, even if they want to help.
This can lead to additional stress, delays and potentially costly legal processes at an already difficult time.

Having these conversations early can provide reassurance for everyone involved and help ensure your wishes are respected.

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

Understand your Probate options.Get clarity on the Probate process so you can take the right next steps with a free 30-m...
29/09/2026

Understand your Probate options.

Get clarity on the Probate process so you can take the right next steps with a free 30-minute consultation.

Dealing with Probate can feel complex and overwhelming at an already difficult time.
Our aim is to help you understand what needs to be done, what your responsibilities are, and how to move forward with confidence.

We can help guide you through areas such as:
-Applying for Probate
-Estate administration
-Inheritance Tax considerations
-Dealing with assets and liabilities
-Distributing the estate

Book via the link below:
https://www.marshallaccountancy.co.uk/estate-planning-consultation

Alternatively, call us to book your 30 minute, free Estate Planning consultation.
📞01270 882300

St Mary's House
Crewe Road, Alsager, Stoke-On-Trent
ST7 2EW

You tell us what you're dealing with, and we'll help you understand the probate process and what your next steps look like.

A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint someone you trust to make decisions on ...
28/09/2026

A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint someone you trust to make decisions on your behalf if you're ever unable to do so yourself.

There are two types of LPA.

One covers Property and Financial Affairs, allowing your chosen attorney to help manage things like paying bills, handling bank accounts or making decisions about property.

The other covers Health and Welfare, giving them the authority to make decisions about your care, medical treatment and daily wellbeing if you lose the capacity to make those decisions yourself.

Putting an LPA in place isn't about expecting the worst, it's about planning ahead and ensuring your wishes are respected, while making life easier for those closest to you if the unexpected happens.

If you're considering putting a Lasting Power of Attorney in place, our team can guide you through the process.

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

📅 Drop-in reminder! Saturday 26th September 26Get friendly, practical advice that makes estate planning simple and stres...
23/09/2026

📅 Drop-in reminder! Saturday 26th September 26

Get friendly, practical advice that makes estate planning simple and stress-free.

No appointment needed, just pop in and see us, we can't wait to help!

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

[email protected]

Address

St Marys House Crewe Road, Alsager
Stoke-on-Trent
ST72EW

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
Saturday 8:30am - 1pm

Telephone

+441270882300

Website

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