Competitve Probate Pricing

For simplicity, ALL our prices include VAT, where applicable. 1 October 2023.

No Inheritance Tax Payable

Inheritance Tax Payable

Package

Charateristics

SIMPLE

£1240

(Includes disbursements* £640)

MIDDLE-GROUND

£1840

(Includes disbursements* £640)

MIDDLE-GROUND+

.7% gross estate

(Includes disbursements* £640)

COMPLEX

1.2% gross estate

(Includes disbursements* £640)

     Valid, non-contested Will          1 or 2 executors

No Will (intestate)

surviving spouse and/or

non-minor children

1 or 2 NRB (nil rate bands)

Single UK property

Mainly bank accounts

No trusts

No lifetime gifts

Mandatory searches

and probate application fee*

Investments

Up to 2 Complex charateristics

 

Additional UK property  

Minimal investments

(small portfolio, 5 or less)

Additional UK property  

Minimal investments

(small portfolio, 5 or less)

        Additional property         (including overseas)

Large investment and/or property portfolio

Business interests, sole trader,

partnership or corporation

Secondary probate

application or

quick succession

Overseas estate assets

Trusts

Executor complications

Missing beneficiaries

Intestate estate – no

surving spouse

or children

Scope of

Services

SIMPLE

£1240

(Includes disbursements* £640)

MIDDLE-GROUND

£1840

(Includes disbursements* £640)

MIDDLE-GROUND+

.7% gross estate

(Includes disbursements* £640)

COMPLEX

1.2% gross estate

(Includes disbursements* £640)

Advice, paperwork review

(including death certificate, Will and codicils)

Calculation of gross and net values of estate

Application for Grant of Probate

Receive Grant of Probate

Establish values of the estate, assets and liabilities

                 Will search*                Family tree verification

Financial asset and liability search (including digital assets)*

Searches for bankruptcy, insolvency, LPAs and deputyship

Calculation of inheritance tax due

Finalise estate tax and account production

Additional costs:

Section 27 notices

            Estate administration                           and distribution                  (including executor account)

Application for Grant of Representation

Deed of variation

      Property conveyancing       (3rd party supply – POA)

Trust Formation

Searching for missing beneficiaries

IPFDA claims

£450

1.2% gross estate

£1.50 each

£300

POA

POA

POA

£450

1.2% gross estate

£1.50 each

£300

POA

POA

POA

£450

additional 1.2% gross estate

Included

£300

POA

POA

POA

Included

additional .7% gross estate

Included

£300

POA

POA

POA