Applying for the Grant, collecting and distributing the assets.

The prices set out below are inclusive of VAT charged at 20%.

SERVICE  FEE 
Completing IHT 400 Taxable Estate   £3900
IHT 400, IHT 100- Taxable Estate   £4800
Non-taxable and exempt estate (no assets in trust or claim for transferable Nil rate band)  £1500

Disbursements:

Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process.

The disbursements include:

  • Probate court fee of £273 if estate is worth over £5,000
  • Swearing of the oath – £10 + VAT
  • Bankruptcy-only: Land Charges Department searches – from £22 per beneficiary.
  • Publishing in The London Gazette (protects against unexpected claims from unknown creditors – from £240 + VAT
  • Publishing in a Local Newspaper – from £143.50 + VAT – This also helps to protect against unexpected claims.

As part of the fees stated above we will:

  • Identify the legally appointed executors or administrators and beneficiaries
  • Accurately identify the type of Probate application you will require
  • Obtain the relevant documents required to make the application
  • Complete the Probate Application and the relevant HMRC forms
  • Draft a legal oath for you to swear
  • Make the application to the Probate Court on your behalf
  • Obtain the Probate and securely send two copies to you
  • Collect and distribute all assets in the estate

Below is an estimated timeframe for applying for Grant of Probate/Letters of Administration without complex affairs:

Month 1:  Starting the case where there will be a detailed legal review of the estate.

Months 2-9: Obtaining the grant of Probate/Letters of Administration. Contacting all identified financial institutions correctly verify and value the estate. Completing the relevant inheritance tax forms and documentation for the court application.

Months 10-11: Following receipt of Grant from HM Probate Registry, assisting executors or administrators (where necessary) with any transfer of assets.