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Probate Pricing

(Current from 6th December 2018)

Thank you for looking at our probate services.

Whether the deceased person left a Will and regardless of whether there is substantial wealth and property involved, the sense of responsibility is great and can sometimes be a burden. Where a Will is in existence the Executors will need to apply for the grant of probate which will give them the legal right to administer the estate. Where there is no Will in existence, the Will is invalid, or it does not appoint an Executor, an Administrator will need to be appointed.

Why Us

We have an experienced team who can assist you with every aspect of the probate process, reducing the administrative burden and advising sensitively on key decisions which need to be made when managing an estate. We are aware that administering an estate comes at a time of grief and high emotion, and that most people do not know the processes and legal requirements involved.

We will give you a clear time frame of how long probate should take and will keep you and any beneficiaries advised throughout.

You will have the confidence that you are our priority, with our aim being that any member of the team is available to speak with you when you need some clarity and certainty at any stage in the process. We feel this provides reassurance and gives you an outlet for any concerns that you may have. Fees are generally paid out of the estate, so there may not be a need for you to fund the administration.

We are proud to hold Lexcel and WIQS Accreditations issued by the Law Society which are testament to our commitment to the highest level of client care.

Pricing

The fees involved in the administration of an estate can vary and will depend on the individual circumstances involved.

We offer fixed fees where possible.  Otherwise we offer an hourly charging rate, whereby you will be charged for each hour of work undertaken.

Our fees

Our fees range between £1,500 to £15,000 plus VAT and disbursements. We hope the following information will give you an indication of the fees you can expect.

Grant only applications (with a Will (grant of probate) or on intestacy (grant of letters of administration):

  • Where there is no inheritance tax to pay:
    • IHT205 only             £1,000 plus £200 VAT and disbursements**
    • IHT205 and IHT217* £1,250 plus £250VAT and disbursements**
       
  • *An IHT217 is required where an application needs to be made to transfer the inheritance tax nil rate band of one spouse or civil partner to the other.
     
  • Work included in this fixed fee:
     
    • Completion of form IHT205 (and IHT217 if required);
    • Drafting of oath to lead to the appropriate grant of probate or letters of administration;
    • Arranging for the executors or personal representatives to swear their oath(s) and sign the IHT forms;
    • Applying for the grant of probate or letters of administration;
    • Providing clients with the grant and office copies (as required).
       
  • Work not included in this fixed fee:
     
    • The preparation of any additional affidavits (or similar) required by the Probate Registry, such as (but not limited to) an Affidavit of Due Execution and/or Plight and Condition;
    • Corresponding with financial and other relevant institutions to ascertain the gross and net values of the deceased’s estate;
    • Obtaining copy documentation from the Registry of Births, Deaths and Marriages to assist with completion of form IHT217;
    • Advice in respect of the additional, residence nil rate band;
    • Dealing with the administration of the deceased’s estate, including:
      • Cashing in/selling/transferring or otherwise dealing with the deceased’s assets and/or settling the estates’ liabilities;
      • Preparation and maintenance of estate accounts;
      • Paying legacies (if any);
      • Accounting to beneficiaries for what has been left to them;
      • Advice or assistance with any Trusts created by the Will or arising on intestacy;
      • Advice to beneficiaries in any respect, including the availability of Deeds of Variation;
      • The preparation of any Deeds of Variation and any associated work; and
      • Time spent pursuing, defending or seeking to resolve any contested claim brought by or against the estate, the executors/personal representatives or the beneficiaries.
         
  • Where there is inheritance tax to pay:
     
  • IHT400 and all relevant schedules     - depending on the complexity of the matter, including the number of schedules required starting from*** between £1,500 and £3,000 plus VAT and disbursements**
  • Work included in this fixed fee:
    • Completion of form IHT400 and all relevant schedules;
    • Drafting of oath to lead to the appropriate grant of probate or letters of administration;
    • Arranging for the executors or personal representatives to swear their oath(s) and sign the IHT forms;
    • Applying for the grant of probate or letters of administration;
    • Providing clients with the grant and office copies (as required).
  • Work not included in this fixed fee:
    • The preparation of any additional affidavits (or similar) required by the Probate Registry, such as (but not limited to) an Affidavit of Due Execution and/or Plight and Condition;
    • Corresponding with financial and other relevant institutions to ascertain the gross and net values of the deceased’s estate;
    • Obtaining copy documentation from the Registry of Births, Deaths and Marriages to assist with completion of form IHT217;
    • Dealing with the administration of the deceased’s estate, including:
      • Cashing in/selling/transferring or otherwise dealing with the deceased’s assets and/or settling the estates’ liabilities;
      • Preparation and maintenance of estate accounts;
      • Paying legacies (if any);
      • Accounting to beneficiaries for what has been left to them;
      • Advice or assistance with any Trusts created by the Will or arising on intestacy;
      • Advice to beneficiaries in any respect, including the availability of Deeds of Variation;
      • The preparation of any Deeds of Variation and any associated work; and
      • Time spent pursuing, defending or seeking to resolve any contested claim brought by or against the estate, the executors/personal representatives or the beneficiaries.

 

  • ***        The fee may exceed £3,000 plus VAT and disbursements** in the event that detailed advice is required in order to complete the IHT400 and/or the relevant schedules.  For example (but not limited to) detailed advice in respect of domicile, the additional residence nil rate band and business property and/or agricultural property relief.
     

Matters not limited to Grant only applications:

Our charges are calculated on the basis of the time we spend on the matter, which will reflect the complexity of the matter. 

Where we are instructed to administer a non-taxable, simple estate (without any complicating factors) in its entirety, we would expect our total fee to be between £2,500 and £5,000 plus VAT and disbursements**.   

On average, with the exception of Deeds of Variation, in all other respects, our fees are between £3,000 and £15,000 plus VAT and disbursements.  We are committed to Price Transparency and will discuss the likely fees and disbursements applicable to your matter with you at the outset.

We are very happy to provide you with a fee estimate on request please contact us for further information.

You can view our Wills, trusts and Probate team member profiles on our website here.

** Disbursements

Disbursements are costs that may be incurred, payable to third parties, such as Land Registry and court fees.

Anticipated Disbursements

Item

Amount

VAT

Total

Probate Fee

155.00

0.00

155.00

Office Copies for the Grant of Probate

0.50

0.00

0.50

Commissioners fees for Swearing Oath of probate

5.00

0.00

5.00

Commissioners Fees for supporting documents

2.00

0.00

2.00

Bankruptcy Search fee (per beneficiary)

2.00

0.00

2.00

Post in the Local Newspaper (if required) From:

140.00

28.00

168.00

Post in the London Gazette (if required) From:

69.50

13.90

83.40

Inheritance Tax

There are various factors that will affect any Inheritance Tax due on an estate, including the size of the estate and any measures that were put in place by the deceased to limit the estates tax liability.

If you would like to calculate the Inheritance Tax which may be due, HMRC calculators can be found at: https://www.gov.uk/guidance/hmrc-tools-and-calculators#inheritance-tax-and-bereavement

Exclusions

Where our fees are fixed they include the work scheduled above.  However there may be factors that increase the cost of the fees involved. Where there is likely to be any additional cost, we will make sure you are informed of this at the earliest opportunity and a clear estimate of those extra costs will be provided.

Please note that additional services that require the assistance of a third party will be at additional cost.  These include valuations for property, savings, investments or other assets

Time Scales

Generally, the time taken to obtain the Grant of Probate will take between 2 - 6 months, followed by the collection of assets and distribution of the assets which can take between 4 -12 months. Complex estates can take upwards of 12 months to complete but this does not apply to the typical estate.

Key Milestones

With every transaction there are key milestones, which may vary according to individual circumstances. They may be as follows:

  • Applying for Grant of Probate
  • Obtaining Grant of Probate
  • Settling Liabilities
  • Collecting funds ready for distribution
  • Distributing funds
  • Producing Estate accounts