• Taxation

    Taxation

    Huw specializes in the tax affairs of individuals, preparing income tax returns, self-employed and rental accounts, detailed Capital Gains Tax and Inheritance Tax calculations and dealing with HM Revenue and Customs.

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  • Probate

    Probate

    After the death of a loved one, there is much paperwork to be administered. This first involves working out the assets of the deceased and communicating with the various financial institutions to close/transfer funds.

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  • Wills & Inheritance Tax

    Wills & Inheritance Tax

    Huw provides a will review service which is carried out in conjunction with a specialised wills solicitor or with your own family solicitor.

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Huw Roberts

Authorised Probate Practitioner Cardiff    Ymarferydd Profiant Caerdydd

Chartered Management Accountant    Cyfrifydd

Huw Roberts is a probate accountant based in Whitchurch, Cardiff. Huw specialises in probate work for clients in Wales and England and provides probate services for ex-pat clients throughout the world. He provides an inheritance review and will planning service and is able to administer applications for Power of Attorney.

Huw qualified as an accountant in 1981. Following a year with a local authority, he was the Financial Accountant @ Sianel 4 Cymru from 1982-1987. In May 1987 he started his own accountancy practice specialising in the tax affairs of individuals and small businesses and he has gained a wealth of experience over the past 30 years.

Following a change in the law allowing accountants to carry out the reserved legal activity of non-contentious Probate, Huw sat an exam in 2015 to become an Authorised Probate Practitioner. Cardiff based Huw is one of the first probate accountants in Wales to offer this service which is available to clients near and far Covid restrictions permitting Huw is willing to travel to visit new clients in their time of need.

During lockdown Huw has used zoom meeting extensively to discuss matters with clients. This is particularly advantageous for individuals and families living some distance apart who can all confer at the same time without needing to travel.

As a result of this qualification many clients, old and new, have asked Huw to review their wills and Inheritance Tax calculations. Huw works with an experienced solicitor or in conjunction with your own family solicitor to review the will and provide an estimate of the possible Inheritance Tax liability, and he will discuss possible ways of reducing the potential Inheritance Tax payment.

Since February 2020 Huw's tax and accountancy work is carried out via Huw Aled Accountants Ltd which provides a comprehensive and confidential service for individuals, including self employed accounts, rental accounts, Capital Gains Tax, Inheritance Tax and the submission of income tax returns.

Huw offers services to UK citizens who are now resident abroad. He offers Expat accountancy and Expat Probate services and has clients in Europe, Asia and USA. Further details are on the Expat page.

Mae Huw yn darparu gwasanaeth Cymraeg a pan oedd gyda S4C yn 1982 Huw oedd yn gyfrifol am gyhoeddi cyfrifon cyntaf y sector gyhoeddus yn yr iaith Gymraeg.

For a personal, professional and reliable service, please contact Huw Roberts.

Am wasanaeth personol, proffesiynol a dibynadwy, cysylltwch â Huw Roberts.

Contact Huw Roberts

Client Testimonials

  • "Diolch eto am eich cyngor a'ch cymorth"

    “Thank you again for your advice and support”
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