• Norwich

  • Diss

  • London

Share this page

Email a friend

Enter the email address and we'll send a link to this page to that address.

First Name

Last Name

Email:


Share on Social

Or share on social media.

Administration of Estates

We offer a professional and quality service and are able to deal with all aspects of the administration of an estate.

Our caring approach and personal service is commended by clients as shown by the following comments made by our private clients, reported in Legal 500 2018:

’excellent, efficient and professional with knowledgeable responses to queries and a warm individual approach’.
‘excellent – very knowledgeable and very patient, professional and efficient’
‘a first-class, professional service’.
‘extremely conscientious, knowledgeable, patient, thorough and an absolute pleasure to deal with’.

All of our probate practitioners have legal qualifications, including Solicitor, Chartered Legal Executive, members of the Society of Trust and Estate Practitioners and Solicitors for the Elderly, Graduate Legal Executive and Law Graduates.  Every case is allocated to a dedicated practitioner.

As every individual is different, so are their estates and the needs of their executors.  We therefore offer a range of services, from dealing with the formal paperwork involved in obtaining a Grant of Probate, through to administering the entire estate from start to finish.  Our services are explained in more detail below, with an indication of the likely range of costs and timescales.  Our Grant Only (Standard) application is offered at a fixed fee.

Grant Only (Standard)

Under our “Grant Only (Standard)” service, we will deal with the formal paperwork involved in obtaining a Grant of Probate, on information supplied by you, and leaving you to collect in the assets and distribute the estate.  The “Standard” service applies where the estate is an “excepted” estate i.e. where a full Inheritance Tax Account is not required. If the estate is intestate, because there is no valid Will, we can also offer our “Grant Only (Standard)” service so long as the intestacy is straight forward i.e spouse and/or adult children inherit under the intestacy rules.

We will:

  • Advise you as to the procedure involved in obtaining the Grant and discuss your requirements, at an initial meeting
  • Following our meeting, write to advise you of the information we need from you to complete the Grant application
  • Prepare the Oath and Return of Estate Information Form from information supplied by you and if required, prepare Claim for Transferable Nil Rate Band, and send to you for your approval with an explanatory letter
  • Arrange for you to swear the Oath at our offices, with an independent commissioner, or send it to you to make your own arrangements.
  • Submit the Grant application and when the Grant is issued, send it to you for you to collect in the assets and distribute the estate.

No claim for Transferable Nil Rate Band

Our fees    £1000
VAT on our fees  £200
Probate Registry fee  £157*
Commissioners fee  £7**

Total: £1364

Claim for Transferable Nil Rate Band

Our fees: £1200
VAT on our fees: £240
Probate Registry fee: £157*
Commissioners fee: £7**

Total: £1604

*  includes 4 copies of the Grant; add 50p for each additional copy required – please note the Government has proposed increasing the Probate Registry fees from April 2019.
** for each executor, with Will and no codicil – add £2 per executor for each codicil

Fixed fees are dependent on the Grant being taken out by one or more of the named executors in the Will and there being no requirement for additional Affidavits in support of the Will.

If Affidavits or a Deed of Renunciation is required, or if you require further assistance from us, eg. obtaining valuations, requesting documents to support a Claim for Transferable Nil Rate Band etc this can be provided at an additional charge and we can provide an estimate for additional work in your individual circumstances.

The anticipated timescale will be 2-3 months from receipt of signed Client Care documents depending on how quickly you can provide us with the information requested.

Grant Only (IHT400) Non-Taxable & Grant Only (IHT400) Taxable

Under our “Grant Only (IHT400)” service, we will deal with the formal paperwork involved in obtaining a Grant of Probate, on information supplied by you, and leaving you to collect in the assets and distribute the estate.  The “IHT400” services apply where the estate does not qualify as an “excepted” estate and a full Inheritance Tax Account,is required.  If the estate is intestate, because there is no valid Will, we can also offer our “Grant Only (IHT400)” service so long as the intestacy is straight forward i.e spouse and/or adult children inherit under the intestacy rules.

An Inheritance Tax Account will be required in non-taxable estates if: only a partial Transferable Nil-Rate Band is available; the gross value of the estate for tax purposes is over £1m but no tax is due because of spouse or charity exemption; as a result of claims for reliefs (eg. Residence Nil Rate Band, Transferable Residence Nil Rate Band, Business Property Relief or Agricultural Relief); or where lifetime gifts, trusts, foreign property, life insurance and pensions take the estate outside the excepted estate rules.

If the deceased has a complicated gifts history; created or benefited from trusts; has agricultural or business property or foreign property (other than bank accounts) the Grant Only (IHT400)service will be unsuitable and we would advise you to use the bespoke probate service.

We will:

  • Advise you as to the procedure involved in obtaining the Grant and discuss your requirements, at an initial meeting
  • Following our meeting, write to advise you of the information we need from you to complete the Grant application
  • Prepare the Oath, Inheritance Tax Account and Schedules from information supplied by you, and send to you for your approval with an explanatory letter
  • Where the estate is taxable, calculate the tax payable on application for the Grant and apply for direct payment from the deceased’s bank account
  • Arrange for you to swear the Oath at our offices, with an independent commissioner, or send it to you to make your own arrangements.
  • Submit the Inheritance Tax Account to HMRC and when the receipt is issued, submit the Grant application
  • When the Grant is issued, send it to you for you to collect in the assets and distribute the estate.

Our fees will be dependent on the number and complexity of the Schedules required as part of the Inheritance Tax Account, for example if the only Schedules required are for assets held in the deceased’s name and claim for Transferable Nil Rate Band and the estate is not taxable due to spouse or charity exemption, our fees will be at the lower end of the range.  If claims for Residence Nil Rate Band and Transferable Residence Nil Rate Band are required, and the estate is taxable our fees will be at the higher end of the range.

If the deceased has a complicated gifts history; created or benefited from trusts; has agricultural or business property or foreign property (other than bank accounts) the Grant Only (IHT400) service will be unsuitable and we would advise you to use the Bespoke Probate Service.

If Affidavits or a Deed of Renunciation is required, or if you require further assistance from us, eg. obtaining valuations, requesting documents to support claims for Reliefs and Exemptions, arranging payment of tax other than from the deceased’s bank account etc this can be provided at an additional charge and we can provide an estimate for additional work in your individual circumstances.  Fee estimates are based on the time we would expect to spend, at the hourly charging rates of the practitioners working on your matter, which range between £175 and £225 per hour plus VAT.

Estimated range of fees  £2000 – £3500
VAT on our fees  £400 – £700
Probate Registry fee  £157 – £157*
Commissioners fee  £7 – £7**
Total: £2564 – £4364

*  includes 4 copies of the Grant; add 50p for each additional copy required – please note the Government has proposed increasing the Probate Registry fees from April 2019.
** for each executor, with Will and no codicil – add £2 per executor for each codicil

The anticipated timescale will be 3 – 6 months from receipt of signed Client Care documents  depending on how quickly HMRC issues a receipt for the IHT400 and/or tax, and how quickly you can provide us with the information requested.

  • Get in touch

    Get in touch with us

    First Name

    Last Name

    Telephone:

    Email:

    Message:

  • Share

    Share this page with a friend

    Enter the email address and we'll send a link to this page to that address.

    Email: