Estate Administration and Probate Fees
Will MOT: £150 + VAT of £30
We are different from the majority of firms offering probate in that we will NOT charge you a percentage uplift on the estate. Our experienced Private Client team comprise of Solicitors and Legal Executives, each supported by their own (experienced) Legal Secretary.
You may wish to instruct us in one of the following ways, fixed fee or dealing with the estate on your behalf.
Fixed Fee Services
As part of our fixed fee services we will:
Provide you with a dedicated and experienced probate solicitor to work on your matter
Identify the legally appointed executors or administrators and beneficiaries
Accurately identify the type of Probate application you will require
Collate details of assets and liabilities provided by you
Complete the Probate Application and the relevant HMRC forms
Draft a legal statement for you to sign
Make the application to the Probate Court on your behalf
Obtain the Probate and securely send copies to you
Fixed fee obtaining Grant of Probate only (IHT205):
This includes preparing the Inheritance Tax return and providing a statement (formerly the Oath) attending with you to sign the Statement and Inheritance Tax return and obtaining the Grant of Probate for you.
Fixed fee of £1,400 plus VAT of £280 with court fee of £300 plus £1.50 for every additional copy required (no VAT).
We anticipate this will take approximately 16 weeks to obtain for you. All dependant on HM Revenue and Customs and Court processing times.
Small Estates as above but using nil rate band from first spouse estate (IHT205 and 217):
This includes preparing the Inheritance Tax returns, collating information for transfer of nil rate band and providing a Statement (formerly the Oath) attending with you to sign the Statement and Inheritance Tax returns and obtaining the Grant of Probate for you.
Fixed fee of £1,650 plus VAT of £330 with court fee of £300 plus £1.50 for every additional copy required (no VAT). There may also be an additional fee for copy death certificate for the spouse who died first if you do not hold a copy (approximately £20)
We anticipate this will take approximately 20 weeks to obtain for you. All dependant on HM Revenue and Customs and Court processing times.
Estates using the Residence Nil Rate Band where no tax to pay
This includes preparing the Inheritance Tax returns and all schedules and providing a Statement (formerly the Oath), attending with you to sign the Statement and Inheritance Tax returns, submitting the tax returns to the Inland Revenue, obtaining receipt from Inland Revenue and obtaining the Grant of Probate for you.
Fixed fee of £2,250 plus VAT of £450 with court fee of £300 plus £1.50 for every additional copy required (no VAT). There may also be an additional fee for copy death certificate for the spouse who died first if you do not hold a copy (approximately £20).
Time scales are dependent upon HMRC but generally 2-4 months.
Taxable Estates or those requiring a Full Inland Revenue Account
This includes preparing the Inheritance Tax returns and all schedules and providing a Statement (formerly the Oath), attending with you to sign the Statement and Inheritance Tax returns, submitting the tax returns to the Inland Revenue, obtaining receipt from Inland Revenue and obtaining the Grant of Probate for you.
Fixed fee of £2,975 plus VAT of £595 with court fee of £300 plus £1.50 for every additional copy required (no VAT).
We anticipate this will take approximately 20 weeks to obtain for you. All dependant on HM Revenue and Customs and Court processing times.
Dealing with the whole Estate on your behalf (IHT 205/217 Estates)
These generally take between 15-25 hours @ £220 plus VAT of £44 to £310 plus VAT of £62 per hour depending on who is handling your matter. As part of our services we will:
Provide you with a dedicated and experienced probate solicitor or legal executive to work on your matter
Obtain details of assets and liabilities
Identify the legally appointed executors or administrators and engage genealogists where there are intestacy or missing beneficiaries
Accurately identify the type of Probate application you will require
Obtain the relevant documents required to make the application
Complete the Probate Application and the relevant HMRC forms
Draft a legal statement for you to sign (formerly the Oath)
Make the application to the Probate Court on your behalf
Collect in all assets on your behalf
Pay any debts
Arrange clearance and cleaning of any property where necessary
Deal with income and capital gains tax where necessary
Make interim payments to beneficiaries where appropriate
Deal with the sale of any property (a separate quote will be provided by our conveyancers for the conveyancing)
Make payment to beneficiaries once ID checks have been made
Provide you with a full set of estate accounts and copy documents
The exact cost will depend on the individual circumstances of the matter. For example, if there is one beneficiary and no property, costs will be at the lower end of the range. If there are multiple beneficiaries, a property and multiple bank accounts, costs will be at the higher end.
We will handle the full process for you. This quote is for estates where:
There is a valid will
There is no more than one property
There are no more than 5 bank or building society accounts
There are no other intangible assets
There are no disputes between beneficiaries on division of assets. If disputes arise this is likely to lead to an increase in costs
There is no inheritance tax payable and the executors do not need to submit a full account to HMRC
There are no claims made against the estate
There are no foreign assets
Disbursements in addition to this fee:
Probate application fee of £273 plus £1.50 for additional copies (no VAT)
Bankruptcy-only Land Charges Department searches (£2 per beneficiary, no VAT)
Trustee Act Notices – £150 plus VAT of £30 to £250 plus VAT of £50 Post in The London Gazette and Local Newspaper – Protects against unexpected claims from unknown creditors.
Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process.
Potential additional costs:
If there is no will or the estate consists of any share holdings (stocks and bonds) there is likely to be additional costs that could range significantly depending on the estate and how it is to be dealt with. We can give you a more accurate quote once we have more information.
Dealing with the sale or transfer of any property in the estate is not included.
Dealing with the whole Estate on your behalf (IHT 400 estates)
It is more difficult to provide an estimate without knowing the level of work involved and the complexity of the estate but we will be happy to provide you with an estimate once you have given us details. Our hourly rates range from £220 plus VAT of £44 to £310 plus VAT of £62 per hour. As part of our services we will:
Provide you with a dedicated and experienced probate solicitor to work on your matter
Identify the legally appointed executors or administrators and beneficiaries, engage genealogists where intestacy or missing beneficiaries
Accurately identify the type of Probate application you will require
Obtain the relevant documents required to make the application
Obtain details of all assets and liabilities
Complete the Probate Application and the relevant HMRC forms and pay any tax needed having applied all possible exemptions.
Draft a legal statement for you to sign
Make the application to the Probate Court on your behalf
Arrange for foreign Grants where there are foreign assets to be dealt with under the English Will or intestacy
Collect in all assets on your behalf
Pay any debts
Arrange clearance and cleaning of any property where necessary
Deal with income and capital gains tax where necessary
Make interim payments to beneficiaries where appropriate
Deal with the sale of any property (a separate quote will be provided by our conveyancers for the conveyancing)
Make payment to beneficiaries once ID checks have been made
Provide you with a full set of estate accounts and copy documents
The exact cost will depend on the individual circumstances of the matter. For example, if there is one beneficiary and no property, costs will be at the lower end of the range. If there are multiple beneficiaries, a property and multiple bank accounts, costs will be at the higher end. We will handle the full process for you.
Disbursements in addition to this fee:
Probate application fee of £273 plus £1.50 for additional copies (no VAT)
Bankruptcy-only Land Charges Department searches (£2 per beneficiary, no VAT)
Trustee Act Notices £150 plus VAT of £30 to £250 plus VAT of £50 Post in The London Gazette and Local Newspaper – Protects against unexpected claims from unknown creditors.
Inheritance Tax – we will advise you as soon as we know the amount due.
Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process.
Potential additional costs:
If there is no will or the estate consists of any share holdings (stocks and bonds) there is likely to be additional costs that could range significantly depending on the estate and how it is to be dealt with. We can give you a more accurate quote once we have more information.
Dealing with the sale or transfer of any property in the estate is not included.