Welcome from Graeme Hills,
Head of Legal Practice

The team take great pride in enabling our clients to navigate the complex landscape of Wills, Lasting Powers of Attorney and probate with confidence.
When working with us, from the outset we always clearly explain the timescales and costs involved with our service. Our support is friendly, personal and completely confidential. Whatever your circumstances, you can rely on our proven, trusted advisers here at D&T.

Our Background

Duncan & Toplis is the parent company of Duncan & Toplis Probate Services Limited and has been operating since 1925. In 2014 a change in regulatory framework allowed accountants to carry out probate work and the firm grasped the opportunity to add this service line, having previously only been able to assist solicitors.

As well as being able to provide a comprehensive administration service for non-contentious probate cases. Our legal team at Duncan & Toplis Probate Services can assist on a range of legal matters including Wills and Lasting Powers of Attorney.

The relationship that we have with Duncan & Toplis gives our clients access to tax professionals across the firm’s 11 offices. They can advise on both the personal and business aspects of planning ahead at the time of writing a Will and assist in dealing with tax complications arising from probate cases.

In addition, our sister company, Castlegate Financial Management (CFM), offers an independent financial advisory service that is an important part of planning for the future, particularly at the time of writing a new Will or when inheriting a significant sum of money. CFM is based in Grantham and has advisers covering all 11 of the Duncan & Toplis offices across Lincolnshire, Nottinghamshire and Leicestershire.

Why use our probate services?

Prior to the changes in regulatory framework that allowed us to start carrying out probate work in 2014 we were often called upon by solicitors to assist them with probate cases. Being able to provide the service as Duncan & Toplis Probate Services means that existing clients do not need to go and find a solicitor and establish a whole new working relationship.

Whether an existing Duncan & Toplis client or not, the process can be made simpler by direct access to our accountancy professionals and the work will be done more efficiently, with more control over the cost.

We can ensure that all obligations are met with minimal input from executors and aim to make the process as hassle-free as possible, providing as much or as little input as required.

Our team is friendly, approachable and knowledgeable. To arrange a meeting with one of our advisers,
call us on 01476 591200.

Graeme Hills
Director and head of legal practice
Matt Herd
Director
Lesley Harrison
Legal Assistant

Plan for the future with the assistance of experienced professionals who have your best interests at heart, and let us lighten the burden when dealing with the estate of a friend or loved one.

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