Bevan Buckland LLP is able to offer Probate Services from its Haverfordwest office, after a Partner’s new qualification success.
Alun Evans, Partner at Bevan Buckland LLP’s Haverfordwest office has completed his certificate in Probate and Estate Administration, so he can now provide Probate Services. This supports Bevan Buckland LLP’s ethos to offer complete financial planning and accounting services in the communities it serves.
Alun says: “I have advised clients on inheritance planning for many years, and I am familiar with the legislation and reliefs that apply to our business, farming and high net worth clients. As we have advised our clients on personal and business tax, we have gained a deep understanding of their personal finances and their family, in many cases over three generations. Our clients trust us. I have previously reviewed our clients’ wills and provided inheritance tax advice and occasionally act as executor. This qualification now allows me to go one step further and act directly for the family in applying for probate and administrating the estate. When a family is grieving our long client relationship means we are a natural source of knowledge and understanding. I am adding a personal service to our clients at a difficult time where they will be dealing with someone they know and trust.”
Bevan Buckland LLP is the largest independent accountancy practice in Wales providing practical support and strategic accounting and tax advice for small to medium-sized businesses. Headquartered in Swansea, the firm has offices in Cowbridge, Carmarthen, Pembroke, Haverfordwest and St David’s.