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There can be considerable cross over between these divisions, for example where there is a Will but there are no Executors or the Beneficiaries are referred to by a description (“all my nieces”) which closely resembles an intestacy but technically isn’t, or where there is a high value estate which passes wholly or mostly to charity, which would require a full Inheritance Tax Return to HM Revenue & Customs but would not pay any tax.

We will always look at individual cases and we usually offer a range of options (fixed fee, hourly rate or a blended fee made up partly of a value element and partly of a discounted hourly rate). Probates can be fairly dynamic matters. The value and the complexity may not be evident at the start and we will always advise clients if complexities are discovered or for some reason the administration becomes more costly.

All costs are exclusive of VAT which is charged at 20% and disbursements which are costs that we will pay on your behalf, these will include the Probate Registry fee, typically about £155.00 and Oath fees which will be either £5.00 per Administrator (where there is no Will) or £7.00 per Executor (if there is a Will). Other disbursements which may or may not be required could include Land Registration fees of £3.00, Section 27 Notice fee typically £195.00.

  1. Probate where there is a Will and no Inheritance Tax to pay

Where there is:

1               a valid Will;

2               named Executors who are able and willing to act;

3               all the assets, consisting of one property and bank accounts only all of which are situated in England and Wales;

4               the deceased was domiciled in England and Wales;

5               there is nothing contentious about the matter;

6               all the Beneficiaries are known, identifiable and live in England and Wales; and

7               there is no Inheritance Tax account to be delivered to HM Revenue & Customs.

We offer services to:

1          Obtain a Grant only: based on accurate and up-to-date information provided by the client. We offer a range of fixed fee services starting from £950.00 plus VAT and disbursements, to prepare the paperwork to obtain the Grant of Probate. The client then deals with distributing the estate.

2          Administer the estate: we will assess all the assets in the estate, obtain the Grant of Probate, deal with distributing the estate including settling any outstanding tax and other liabilities, dealing with the Beneficiaries, Section 27 Notices, Bankruptcy searches, obtaining receipts and drawing up the Estate Accounts.

All such cases vary significantly, we will analyse the initial information and offer a fixed fee usually of between 1.8% and 3% of the value of estate depending on complexity, and an hourly rate based on £260.00 per hour. For a straightforward estate we would usually suggest between 5 and 10 hours of work although all cases do vary.

Usually straight forward cases would take between 3 to 6 months to complete.

  1. Probate where there is a Will and there is Inheritance Tax to pay

Where there is:

1               a valid Will;

2               named Executors who are able and willing to act;

3               all the assets, consisting of one property and bank accounts only all of which are situated in England and Wales;

4               the deceased was domiciled in England and Wales;

5               there is nothing contentious about the matter;

6               all the Beneficiaries are known and identifiable and live in England and Wales;

7               there is Inheritance Tax to be paid or an IHT400 is required to be completed although there is no tax payable; and

8               any tax is to be paid at the outset and not by instalments.

We offer services to:

1      Obtain a Grant only: based on accurate and up-to-date information provided by the client. We offer a range of fixed fee services starting from £2,500.00 plus VAT and disbursements. The client then deals with distributing the estate. Normally tax will be dealt with in such matters well within the 6 month deadline. We would not be involved in winding up the estate and would not normally provide Estate Accounts for these Grant only matters. We may find there is a considerable delay waiting for confirmation from HM Revenue & Customs that all the tax is finalised but subject to that delay our work would usually be completed within 4-8 months.

2      Administer the estate: we will assess all the assets in the estate, obtain the Grant of Probate, deal with distributing the estate including settling any outstanding tax and other liabilities, dealing with the Beneficiaries, Section 27 Notices, Bankruptcy searches, obtaining receipts and drawing up the Estate Accounts.

All such cases vary significantly, we will analyse the initial information and offer a fixed fee usually of between 1.8% and 3% of the value of estate depending on complexity, and an hourly rate based on £260.00 per hour. For a straightforward estate we would usually suggest between 10 and 15 hours of work although all cases do vary.

  1. Intestacy – No Tax

Where there is no will but:

1               the rightful Administrator/Administrators are able and willing to act;

2               all the assets, consisting of one property and bank accounts only all of which are situated in England and Wales;

3               the deceased was domiciled in England and Wales;

4               there is nothing contentious about the matter;

5               all the Beneficiaries are known and identifiable (e.g. the surviving spouse or the surviving spouse and offspring) and live in England and Wales;

We offer services to:

1      Obtain a Grant of Administration only: based on accurate and up-to-date information provided by the client. We offer a range of fixed fee services starting from £1,500.00 plus VAT and disbursements. Normally tax will be dealt with in such matters well within the 6 month deadline. The client then deals with distributing the estate We would not be involved in winding up the estate and would not normally provide Estate Accounts for these Grant only matters. We may find there is a considerable delay waiting for confirmation from HM Revenue & Customs that all the tax is finalised but subject to that delay our work would usually be completed within 2 to 4 months.

2      Administer the estate: we will assess all the assets in the estate, obtain the Grant of Administration, deal with distributing the estate including settling any outstanding tax and other liabilities, dealing with the Beneficiaries, Section 27 Notices, Bankruptcy searches, obtaining receipts and drawing up the Estate Accounts.

All such cases vary significantly, we will analyse the initial information and offer a fixed fee usually of between 1.8% and 3% of the value of estate depending on complexity, and an hourly rate based on £260.00 per hour. For a straightforward estate we would usually suggest between 12 and 18 hours of work although all cases do vary. We may find there is a considerable delay waiting for confirmation from HM Revenue & Customs that all the tax is finalised but subject to that delay our work would usually be completed within 3 to 6 months.

  1. Intestacy - tax to pay

Where there is:

1               the rightful Administrator/Administrators are able and willing to act;

2               all the assets, consisting of one property and bank accounts only all of which are situated in England and Wales;

3               the deceased was domiciled in England and Wales;

4               there is nothing contentious about the matter;

5               all the Beneficiaries are known and identifiable (e.g. the surviving spouse or the surviving spouse and offspring) and live in England and Wales; and

6               there is Inheritance Tax to be paid or an Inheritance Tax IHT400 Form required to be completed and delivered to HM Revenue & Customs.

We offer services to:

1      Obtain a Grant of Administration only: based on up-to-date information provided by the client. We offer a range of fixed fee services starting from £2,750.00 plus VAT and disbursements. Normally tax will be dealt with in such matters well within the 6 month deadline. The client then deals with distributing the estate. We would not be involved in winding up the estate and would not normally provide Estate Accounts for these Grant only matters. We may find there is a considerable delay waiting for confirmation from HM Revenue & Customs that all the tax is finalised but subject to that delay our work would usually be completed within 4-8 months.

2      Administer the estate: we will assess all the assets in the estate, obtain the Grant of Administration, deal with distributing the estate including settling any outstanding tax and other liabilities, dealing with the Beneficiaries, Section 27 Notices, Bankruptcy searches, obtaining receipts and drawing up the Estate Accounts.

All such cases vary significantly, we will analyse the initial information and offer a fixed fee usually of between 1.8% and 3% of the value of estate depending on complexity, and an hourly rate based on £260.00 per hour. For a straightforward estate we would usually suggest between 12 and 18 hours of work although all cases do vary. We may find there is a considerable delay waiting for confirmation from HM Revenue & Customs that all the tax is finalised but subject to that delay our work would usually be completed within 5 to 9 months.