We will always provide a likely cost in writing at the outset once we have reviewed the facts of your case.
Charges are split into fees & disbursements. Fees are always plus VAT & disbursements are not.
Please contact us for a tailored quote but below are some typical quote examples;
Fees
Our Fee charged depends on circumstances but will be one of 3 types below & depend on Executor instructions to us. Some Executors like to gather asset valuations themselves thus reducing our workload. Others, meanwhile, prefer us to take care of everything.
| Probate | 1. Fixed Fee |
|---|---|
| Fee | Fixed price e.g. £2,000 Fixed price based on the complexity of the Estate or % of gross value of estate (value of property, bank accounts on date of death) |
| Probate | 2. Time |
|---|---|
| Fee | Natalie - £350.00 plus VAT | Vicky - £250 plus VAT |
| Probate | 3. Both |
|---|---|
| Fee | Fixed Fee to Grant of Probate & hourly rate thereafter |
| Probate | Fee |
|---|---|
| 1. Fixed Fee | Fixed price e.g. £2,000 Fixed price based on the complexity of the Estate or % of gross value of estate (value of property, bank accounts on date of death) |
| 2. Time | Natalie - £350.00 plus VAT | Vicky - £250 plus VAT |
| 3. Both | Fixed Fee to Grant of Probate & hourly rate thereafter |
Grant only
- No IHT to pay or IHT return required- fixed fee between £1,500-£2,500 plus VAT on the basis that the client provides all estate information and valuations.
- No IHT to pay or IHT return required. Fixed fee between £2,500-£3,500 plus VAT on the basis that we are obtaining the valuations of the assets and liabilities/corresponding with third parties to obtain the same.
- No IHT to pay but IHT return is required. Fixed fee between £3,500-£4,500 plus VAT on the basis that the client provides all estate information and valuations.
- No IHT to pay but IHT return required. Fixed Fee between £3,500-£5,500 plus VAT on the basis that we are obtaining the valuations of the assets and liabilities/corresponding with third parties to obtain the same.
- IHT to pay & IHT return required Fixed fee between £4,000-£6,000 plus VAT on the basis that the client provides all the estate information and valuations.
- IHT to pay & IHT return required- Fixed fee between £4,000-£7,000 plus VAT on the basis that we are obtaining the valuations of the assets and liabilities/corresponding with third parties to obtain the same.
Full administration
Usually start at £5,000 plus VAT and based on time. Price is based on the complexity of the estate including the value, how many assets, type of assets and number of beneficiaries.
| Disbursements | Probate Court Fees |
|---|---|
| Fee | £300.00* |
| Disbursements | Copies of Grant of Probate |
|---|---|
| Fee | £1.50 |
| Disbursements | E-Probate (IHT205) |
|---|---|
| Fee | £99.00 |
| Disbursements | E-Probate (IHT400) |
|---|---|
| Fee | £149.00 |
| Disbursements | Fee |
|---|---|
| Probate Court Fees | £300.00* |
| Copies of Grant of Probate | £1.50 |
| E-Probate (IHT205) | £99.00 |
| E-Probate (IHT400) | £149.00 |
A typical transaction takes Grant only (no IHT) takes between 3 & 8 weeks but is dependent on all parties involved & who obtains the valuations. A very complex full administration can take up to 12 months & is dependent on HMRC.