OUR PROBATE FEES, FULL SERVICE AND FIXED FEE GRANTS OF PROBATE ONLY

We are different from the majority of firms offering probate in that we will NOT charge you a percentage uplift on the estate.

Example 4: DEALING WITH THE WHOLE ESTATE ON YOUR BEHALF (IHT 205/217 estates)

These generally take between 15-25 hours @ £160-£250 per hour plus VAT 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 1-5
  • 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 £155 plus £1 for additional copies 
  • Bankruptcy-only Land Charges Department searches (£2 per beneficiary)
  • Trustee Act Notices – £200 approx 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. 

Example 5: 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 £160-£250 per hour plus VAT.

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:

  • Probate application fee of £155 plus £1 for additional copies 
  • Bankruptcy-only Land Charges Department searches (£2 per beneficiary)
  • Trustee Act Notices £200 approx 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. 

FIXED FEE OBTAINING GRANT OF PROBATE ONLY:

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 two copies to you

Example 6: Small Estates (IHT 205 only) assets up to £325,000 including gifts made during last seven years  (or £1m and assets are passing to a spouse)

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 £1200 plus VAT with court fee of £155 plus £1 for every additional copy required.

We anticipate this will take 2-3 weeks to obtain for you.

Example 7: 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 £1450 plus VAT with court fee of £155 plus £1 for every additional copy required. There may also be an additional fee for copy death certificate for the spouse who died first if you do not hold a copy. (approx £20)

We anticipate this will take 2-3 weeks to obtain for you.

Example 8: 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 £2500 plus VAT with court fee of £155 plus £1 for every additional copy required.

Time scales are dependent upon HMRC – if there is tax to pay then can be 3-6 months, if no tax to pay then between 2-4 months.

Example 9: 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 £1900 plus VAT with court fee of £155 plus £1 for every additional copy required. There may also be an additional fee for copy death certificate for the spouse who died first if you do not hold a copy. (approx £20)

Time scales are dependent upon HMRC but generally 2-4 months.