Personal

Pricing for Probate Services & Administration of Estates

SOLVING PERSONAL LEGAL MATTERS

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The administration of an estate includes applying for a Grant of Probate or Letters of Administration, collecting in and distributing the assets of the estate to the beneficiaries as set out in the Will of the deceased or under the Intestacy Rules (if the person passed away with no Will).

If the estate is straightforward and none complex it is sometimes the case that you may need a solicitor's assistance in applying for the Grant only and are able to deal with the rest of the administration yourself.

Alternatively we can deal with all aspects probate and administration of an estate where we will calculate our fee depending on the value and complexity of the estate.

Obtaining Grant only with IHT205

£700 + VAT @ 20%

Obtaining Grant only with IHT400

£1000 + VAT @ 20%

Full administration, straightforward estate:

estate value less than £325,000 (based on IHT205) £1500 - £3500 + VAT @ 20%
estate value over £325,000 (based on IHT205) £1500 - £5000 + VAT @ 20%
estate value over £325,000 (based on IHT400) £2500 - £10000 + VAT @ 20%

Factors which might necessitate a higher fee include:

  • Higher value estates worth over £1m
  • Lifetime gifts
  • Claims to transfer Inheritance Tax Nil Rate Band
  • or Residence Nil Rate Band
  • Business or agricultural property
  • Multiple properties
  • Multiple beneficiaries or missing beneficiaries
  • Charitable beneficiaries
  • Multiple bank accounts or shareholdings
  • Operating or selling a business
  • Private company shares
  • Assets abroad
  • Assets of a specialist nature i.e. fine art
  • Complex tax issues including taxable estates
  • An unclear Will
  • Property issues i.e. missing title deeds
  • Arranging/involvement with clearing property and preparing for sale
  • Transfer of investments and other assets to beneficiaries
  • Deeds of Variation, disclaimer or renunciation of executor
  • DWP investigations or claims against the estate
  • Engagement in litigation or a contested or disputed estate
  • Any other duties of an unusual or complex nature

Our fees include:

  • A specialist solicitor dealing with your case
  • Meetings with you
  • Probate valuation of investments (not including property valuations, chattels valuations for jewellery and fine art etc or share valuations which may incur a separate charge - see disbursements)
  • Preparing the probate application and any inheritance tax forms
  • Postage and telephone costs as well as all correspondence received and sent out
  • Arranging statutory notices
  • Closing accounts, arranging the sale or transfer of investments and assets
  • Arranging for income tax affairs to be dealt with.
  • Preparation of Estate accounts to evidence the distribution of the estate.
  • Distributing the Estate to beneficiaries

Disbursements

All fees quoted above are exclusive of disbursements, expenses and third party costs incurred e.g. estate agents, valuation fees and conveyancing costs, which will be charged in addition to the fees quoted above. The regular disbursements that may arise on the administration of an estate include but are not limited to the following:

  • Land Registry Office Copies - £3 plus VAT@20% per title
  • Bankruptcy charges - £2 plus VAT@20% per beneficiary
  • Statutory Notices Fee - £200 - £250 (approx)
  • Dormant Asset Search Fee - £135 plus VAT@20%
  • Probate Court Fee (payable to HM Courts & Tribunal Services) - as at August 2019 £155 plus £1.50 for each official copy of the grant required

Our fees do not include:

For a full case specific estimate please contact us to discuss the specifics of your probate and administration of the estate needs.

Timescales

Timescales will depend on the complexity of the Estate. In probate matters, it can take up to 6 months before probate is granted and it can be at least a further 6 months before the estate is finalised. Sometimes there are complications and the matter can become more protracted but we would seek to keep you updated with any unexpected delays in dealing with the administration. If appropriate we would make interim distributions prior to the administration being completed.

Contact Us

Get in touch to see how our experts could help you.

Call0800 975 2463

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Contacting Us

Monday to Friday:
09:00 to 17:00

Saturday and Sunday:
Closed

Our dedicated Wills, Probate, Tax & Trusts team

Cassine Bering

Cassine Bering

Paralega

Wills, Probate, Tax & Trusts

PinPreston

Call01772220256

Catherine Donald

Catherine Donald

Paralegal

Wills, Probate, Tax & Trusts

PinPreston

Call01772 220242

Jane Burbidge

Jane Burbidge

Partner

Wills, Probate, Tax & Trusts

PinPreston

Call01772 220156

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Contact Us

If you have a general enquiry then please fill in your details and someone will contact you.

Call0800 975 2463

CallRequest a call back

EmailSend us an email

Contacting Us

Monday to Friday: 09:00 to 17:00
Saturday and Sunday: Closed