Notice: Covid19 - Our continuity arrow-right

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How Covid-19 is affecting wealth management and our services. Our team continues to be fully operational during these unusual times. As ever, we look forward to servicing you at the very highest standard. For further details on our continuity plan and how this affects you please follow this link. Read more

Probate Services

Home Probate Services

Bereavement can be very stressful for all concerned without the added burden of dealing with a loved one’s estate.  Obtaining the grant of probate, which is required before assets can be distributed, can be a long, complex and time consuming process. Our time and knowledge is at your disposal.

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We are what we repeatedly do. Excellence, therefore, is not an act but a habit
Aristotle

Through our Probate Service we are able to assist clients and their legal advisers with the collation of information, completion of probate documents and appropriate distribution of assets to ensure tax efficiency. For further estate advice please get in touch with our experienced team today.

Further information about IHT & Estate Planning:

Estate Planning & IHT
The wish to leave wealth to future generations...
The wish to leave wealth to future generations and to avoid unnecessary Inheritance Tax are often important factors in financial planning. However, the...
Find Out More
Estate Planning & IHTInvestment Solutions
A lifetime’s accumulated wealth will include...
A lifetime’s accumulated wealth will include assets such as a private property, savings, investments and perhaps also shares. Where assets are liquid, a...
Find Out More
Estate Planning & IHTWhole Life Insurance
Where wealth consists mainly of illiquid...
Where wealth consists mainly of illiquid assets, such as property, an appropriate life policy in trust can provide the means to settle the Inheritance Tax...
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Estate Planning & IHTTrust Planning & Solutions
Lifetime transfers of wealth can be made in...
Lifetime transfers of wealth can be made in trust as a form of asset protection and to ensure monies reach the intended beneficiaries. Contact our trust...
Find Out More
Estate Planning & IHTWills & Powers of Attorney
You will be aware of the need to have a valid...
You will be aware of the need to have a valid Will, however this is often overlooked as is the need to regularly update the Will to ensure it continues to...
Find Out More

We look forward to the future now as the past has been very stressful

We would just like to say thank you for the meeting this afternoon, we feel that we have made the right choice in putting our financial Investments with you.  It is a time of change for us and it is important that we feel someone is there to guide us as we move into a new chapter in our lives. We look forward to the future now as the past has been very stressful, and although it gave us financial security, it came at a high cost health wise.  A new less hectic life awaits us although I will have to stop spending so much on little rewards!
Fiducia Client

My thanks to you and the team for your help

You may recall that our affairs were so fragmented that I had to resort to A3 paper in order to be able to read the print out of my spreadsheet. I am pleased to say that I am now back to using A4 paper, so matters are becoming simpler and clearer. My thanks to you and the team for your help with this (and for saving a few more trees).
Fiducia Client

Fiducia are an unfailing helpful and knowledgeable group of people whose investment analysis and advice has helped grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers.

Fiducia are an unfailing helpful and knowledgeable group of people whose investment analysis and advice has helped grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers. Their careful analysis of my risk profile and their choice of funds for me have increased the value of my portfolio despite the global market upheavals of recent and less recent memory. I find their regular market surveys distributed to clients to have an impressive depth of knowledge. I have no hesitation in recommending their services to friends and family and will continue to do so.
Mr Brown Solicitor, Hadleigh in Suffolk

Fiducia have treated me so well over the years moving my money around, so that overall I have gained and recently when they knew I was considering cashing in my pension they suggested I move it to ‘safe’ investments.

I have had my pension with Fiducia for many years. I am not a big investor. Fiducia have treated me so well over the years moving my money around, so that overall I have gained and recently when they knew I was considering cashing in my pension they suggested I move it to 'safe' investments, as the referendum was about to happen and as we have seen this was excellent advice. This is why they are so good. They suggest actions to the client and are in frequent contact. Previously I was with two different companies and was basically left alone and when I was contacted, it could be from any number of people, whereas the same person has always dealt with me at Fiducia. I have watched this company grow, always putting the client needs first and not just those with large pension pots!
Mrs Clibborn Business Owner, London

The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest.

The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest. The communication, commentary and advice that they regularly issue is valuable and reassuring in these volatile times.
Mr Lansdown Business Owner, Brighton, Sussex

You are always so calm, courteous and reassuring.

It is always a pleasure to speak with you on the telephone. You are always so calm, courteous and reassuring.
Mrs Scott Retired, Colchester
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Inheritance TaxNews & Case Studies

Tax year end planning 2019 – our top 10 checklist

Fiducia Wealth Management Posted in Inheritance Tax, BPRA | Inheritance Tax | Fiducia Wealth Management (+9 more), on 15.02.21 Read The past year has been incredibly unpredictable, but one thing that’s guaranteed is taxes. We know that the emotional strain...

Reconsidering Inheritance Tax

Josh Gupta, CFP™ Chartered MCSI
Chartered Wealth Manager/Planner
Posted in Fiducia News, Financial Advice (+4 more), on 05.10.20 Read Inheritance tax (IHT) is tax due on the estate upon someone’s death and is one of the most challenging taxes for those...

Can I access Life Insurance after Covid-19?

Fiducia Wealth Management Posted in Fiducia News, Financial Advice (+5 more), on 07.09.20 Read As many will know, the over 65s have experienced disproportionately high levels of mortality both directly and indirectly from...

Thank you for joining our ‘Ask an Expert’ Q&A clinic: Wills, trusts, probate and inheritance tax

Fiducia Wealth Management Posted in Fiducia News, Financial Advice (+2 more), on 14.07.20 Read Earlier this month, Goody Burrett & Fiducia Wealth Management held an informal Q&A session dedicated to the legal and...

Five ways to save on Inheritance Tax

Fiducia Wealth Management Posted in Financial Advice, Financial Planning (+1 more), on 13.07.20 Read We recently collaborated with Goody Burrett LLP to present a free Q&A webinar about wills, inheritance tax (IHT), probate and...

Ask an Expert Q&A clinic: Wills, trusts, probate and inheritance tax, presented by Goody Burrett & Fiducia Wealth Management

Fiducia Wealth Management Posted in Financial Advice, Financial Planning (+2 more), on 29.06.20 Read “I am worried about inheritance tax, but I don’t want to give away money now that I may need in future for care fees or...

Death and Inheritance Tax – Do it right!

Fiducia Wealth Management Posted in Inheritance Tax, Wealth Management on 03.02.20 Read Death happens to the best of us. It’s one of those unavoidable facts of life. But it’s also something for which we can...

A guide to saving and investing for a child’s future.

Fiducia Posted in Fiducia News, Financial Advice (+6 more), on 02.12.19 Read    
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Fiducia Wealth Management | 2021 February | Josh Gupta explains the retirement planning life journey

Inflation and interest rates - a guide for cash savers

Josh Gupta, CFP™ Chartered MCSI
Chartered Wealth Manager/Planner
Posted in Fiducia News,
on 16.01.17
Read

What can be said about inflation and interest rates? The numbers speak for themselves. The Bank of England current base rate...

Tax year end planning 2019 - our top 10 checklist

Fiducia Wealth Management Posted in Inheritance Tax,
on 16.01.17
Read

The past year has been incredibly unpredictable, but one thing that’s guaranteed is taxes. We know that the emotional strain...

Fund Manager Q&A: Royal London Sustainable Trust

Fiducia Wealth Management Posted in Investing,
on 16.01.17
Read

As part of our ongoing client communications, we like to regularly post quarterly Fund Manager Q&As, in an effort to give a...

Pension planning - Defined Benefit transfer advice

Richard Heath, Director & Senior Paraplanner Posted in Final Salary Pensions,
on 16.01.17
Read

What is a DB or Final Salary Pension?

Broadly there are two types of pensions, Defined Contribution (DC) and Defined Benefit...

Josh Gupta attains Fellowship status with the CISI

Fiducia Wealth Management Posted in Fiducia News,
on 16.01.17
Read

What doesn’t get measured doesn’t improve.

Chartered wealth manager Josh Gupta is a great believer in this adage and this...

Fiducia chooses Citizens Advice Colchester (CAC) as their Charity of the Year

Fiducia Wealth Management Posted in Fiducia News,
on 16.01.17
Read

We are very pleased to announce that our chosen charity for 2021/2 is Citizens Advice Colchester (CAC). CAC was founded in...

Latest News from Fiducia



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As an Independent Financial Adviser (IFA) Fiducia Wealth Management provides first class financial and investment advice from our offices in Dedham, near Colchester on the Essex Suffolk border and in Chelmsford, Essex. Fiducia Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. This site is for information only, and does not constitute financial advice.

© Fiducia Wealth Management, Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex CO7 6AD. Also find us at Saxon House, 27 Duke Street, Chelmsford CM1 1HT. No unauthorised reproduction is permitted without prior consent.

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