Marshall Accountancy Ltd

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.

📅 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]

Do all Estates need Probate?The simple answer is no!Whether Probate is required depends on a number of factors, includin...
22/09/2026

Do all Estates need Probate?

The simple answer is no!

Whether Probate is required depends on a number of factors, including:
✔️ The value of the Estate
✔️ What assets are owned
✔️ Whether property is owned jointly or solely
✔️ The requirements of banks and other financial institutions

Every Estate is different, so it's important not to assume that Probate will, or won't, be needed.

Seeking professional advice early can help you understand your responsibilities, avoid unnecessary delays and ensure the estate is administered correctly.

If you're unsure whether probate is required, our experienced team is here to help.
Get in touch today for clear, practical advice tailored to your circumstances.

[email protected]

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

How often should a business review its finances?For many business owners, it's easy to focus on day-to-day operations an...
15/09/2026

How often should a business review its finances?

For many business owners, it's easy to focus on day-to-day operations and only think about finances when a tax deadline is approaching.
However, regularly reviewing your financial performance can help you make more informed decisions throughout the year.

Taking the time to review your income, expenses, cash flow and overall performance on a monthly or quarterly basis can help you spot trends early, manage costs more effectively and plan confidently for future growth.

Regular financial reviews also make year-end accounts and tax planning much more straightforward, as you'll already have a clear understanding of your business's financial position.

No matter the size of your business, staying on top of your finances isn't just about meeting your legal obligations, it's about giving your business the best opportunity to succeed.

If you'd like support managing your business finances, our experienced team is here to help.

Get in touch today to find out more about our accountancy services.

[email protected]

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

Welcoming a new child into your family is an exciting milestone, but it's also a good time to think about protecting the...
14/09/2026

Welcoming a new child into your family is an exciting milestone, but it's also a good time to think about protecting their future.

Estate Planning isn't just about finances. It gives you the opportunity to:

✔️ Decide who would care for your children if the unexpected happened
✔️ Ensure your assets are distributed according to your wishes
✔️ Help reduce unnecessary stress and uncertainty for your loved ones
✔️ Put plans in place to protect your family's future

It's easy to put these conversations off, but having the right plans in place can provide valuable peace of mind for you and your family.

If you've recently welcomed a child or your family circumstances have changed, now could be the perfect time to review your will and wider Estate plans.

📞 Our team is here to help you put the right plans in place.
Get in touch today to arrange a confidential consultation.

[email protected]

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

What's the difference between a Will and a Trust?Although they're often mentioned together, a Will and a Trust serve dif...
08/09/2026

What's the difference between a Will and a Trust?

Although they're often mentioned together, a Will and a Trust serve different purposes when it comes to protecting your assets and planning for the future.

A Will sets out what should happen to your estate after you pass away, including who inherits your assets and who will be responsible for administering your wishes.

A Trust, on the other hand, allows assets to be managed for the benefit of others.
Depending on your circumstances, it can offer greater control over how and when assets are passed on, helping to protect wealth for future generations.

The right option, or combination of both, will depend on your personal and family circumstances, which is why professional advice can make all the difference.

If you're thinking about your future or reviewing your existing estate plans, our team is here to help you understand your options and find the approach that's right for you.

[email protected]

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

Losing a loved one is never easy, and navigating Probate can feel like an added burden. While every Estate is different,...
07/09/2026

Losing a loved one is never easy, and navigating Probate can feel like an added burden.

While every Estate is different, the process generally follows the same key stages.

It begins with establishing the value of the Estate and identifying any assets and liabilities.

If Probate is required, an application is made to obtain the legal authority needed to administer the estate.

Once granted, any outstanding debts and taxes are settled before the remaining assets can be distributed to the beneficiaries in line with the Will or the rules of intestacy.

Although the process may sound straightforward, every estate comes with its own circumstances, and professional guidance can help avoid unnecessary delays and ensure everything is handled correctly.

If you're unsure where to start or need support with Probate, our experienced team is here to guide you through the process with clear, practical advice.

[email protected]

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

When tax deadlines come around, having organised financial records can make all the difference.Keeping accurate records ...
01/09/2026

When tax deadlines come around, having organised financial records can make all the difference.

Keeping accurate records throughout the year can help you:
✔️ Save time when preparing your tax return
✔️ Reduce the risk of errors or missed information
✔️ Keep track of your income and expenses
✔️ Ensure you have the documents you need if HMRC requests them
✔️ Give you a clearer picture of your financial position all year round

Rather than rushing to gather paperwork at the last minute, staying organised means tax season becomes a straightforward task instead of a stressful one.

Whether you're a business owner or managing your personal finances, good record-keeping is one of the simplest ways to stay on top of your tax responsibilities.

[email protected]

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

Bookkeeping and accounting, what's the difference?Although they're closely linked, bookkeeping and accounting play diffe...
31/08/2026

Bookkeeping and accounting, what's the difference?

Although they're closely linked, bookkeeping and accounting play different roles in managing your business finances.

Bookkeeping focuses on recording your day-to-day financial transactions, such as sales, purchases and expenses.
Keeping accurate records provides the foundation for everything that follows.

Accounting takes that financial information and turns it into meaningful insights.
An accountant can help prepare financial statements, ensure tax compliance, identify opportunities for growth and support informed business decisions.

Both are essential to the success of your business and together they help keep your finances organised, compliant and on track.

Whether you're just starting out or looking to streamline your financial processes, understanding the difference is the first step towards better financial management.

[email protected]

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

📅 Drop-in reminder! Saturday 29th August 26Get friendly, practical advice that makes estate planning simple and stress-f...
25/08/2026

📅 Drop-in reminder! Saturday 29th August 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]

Probate vs Estate Administration... What’s the difference?When someone passes away, their affairs need to be legally man...
24/08/2026

Probate vs Estate Administration... What’s the difference?

When someone passes away, their affairs need to be legally managed, but the terms used can often cause confusion.

Probate refers to the legal process of confirming that a Will is valid and granting authority to the executors to deal with the estate.

Estate administration is the wider process of managing everything that follows, including:
• Collecting assets
• Paying debts and taxes
• Closing accounts
• Distributing inheritance to beneficiaries

In simple terms, Probate is often one step within the broader process of estate administration.

Both can be complex and time-consuming, especially during an already difficult period.
Getting the right support can help ensure everything is handled correctly and efficiently.

📞 If you’d like guidance on probate or estate administration, our team is here to help

[email protected]

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

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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