We offer a fixed fee for applications for Grant of Probate which is limited by the amount of assets in the estate. The price below details what is included and what limitations there are for the service. The Grant of Probate services include the completion and submission of the relevant forms and other required documentation for taxation as well as the completion and submission of forms for the grant of probate.
The below prices do not include VAT or disbursements.
Attaining Grant of ProbateNon-taxable Estates Only
- Preparation and Submission of Inheritance Tax Forms for Non-Taxable Estates
- Application for Grant of Probate
- This fee allows for the following to be included in the estate:
- 2 Properties
- 5 Bank/Building Society Accounts
- 4 Beneficiaries
- Attaining grant of probate for a typical estate can take between 4 and 6 weeks.
- For estates without a valid Will there would be an additional cost of approximately £500(+VAT)
- For a taxable estate there would be an additional cost of £250(+VAT)
Grant of Probate and Estate Administration
The below is an estimate for attaining a grant of probate as well as administering a non-taxable estate with a valid Will. Our fees are calculated on an hourly rate and an estimated cost for this service is provided below based on a typical case.
This is an average figure but every case would be looked at individually and quoted for accordingly as it is impossible to give a completely accurate quote without knowledge of the particular circumstances of any case.
This estimate includes completing and submitting paperwork in relation to taxation, application for the grant of probate, discharging any liabilities, and the administration of the estate on your behalf.
The below estimate does not include VAT or disbursements.
Estimated Cost: £800 (+VAT)
Hourly Rate: £160(+VAT)
Estimated Hours: 5
Estimated Timescale: 30 – 52 weeks
Additional cost of up to £500(+VAT) for estates without a valid Will
Additional cost of £250(+VAT) for taxable estates
If the work exceeds 5 hours or equivalent, or if there are complications which are unexpected such as the involvement of the D.W.P. then the fee would be subject to increase. If the work takes less time the fee would be reduced.
If there are issues to be resolved with the D.W.P. and/or HMRC the estimated timescale could become extended.
Completion and submission of Inheritance Tax forms for non-taxable estates.
The preparation and submission of the application for grant of probate
Gathering the estate’s assets
Distributing those assets to up to 4 beneficiaries of the estate
The estimate is based on a service which includes us dealing with two properties, five bank/building society accounts, as well as intangible assets such as stocks and shares. This would apply if it is a non-taxable estate, with a valid Will, and where we would be distributing assets to up to four beneficiaries. The fee does not include disbursements which are discussed in greater detail below.
Get a more accurate quote
Every case is different, to get a bespoke estimate contact us today and we can discuss the specifics of yours.
Call: 01656 732911
There may be additional tax due on this matter which would be separate to the estimated cost.
For additional information on Inheritance Tax please visit the gov.uk website:
Disbursements are costs related to third party services which we pay on your behalf. We have not included the following disbursements in the above prices which may be charged in addition to the above fee. We price these based on the cost these services are charged to us:
Probate Application Fee: £155 (plus £1.50 per additional copy)
Commissioner for Oaths fee: £5 (per dependent)
Additionally, £2 per exhibit
These fees do not apply where any assets of the estate are outside of the UK
These fees do not apply if the Will or distribution of the estate is contested or the executors are in dispute
These fees do not apply if there is a claim against the estate under the Inheritance (Family & Dependants) Act 1975
Fees may vary dependant on individual circumstances.
Meet the Team
Ceri has lived in Maesteg all his life and has always worked at King Davies and Partners. He studied Law at the University of Leicester and qualified as a Solicitor in 1981. He was first of all employed by King Davies and Partners as a Solicitor before becoming a partner in 1985. Ceri specializes in residential/commercial conveyancing together with Wills, Probate, Elderly Care Issues, Lasting Powers of Attorney and Tenancy Agreements. Ceri was the first Solicitor in the Llynfi Valley to become a Member of Solicitors for the Elderly and led the firm in gaining the Conveyancing Quality Scheme Membership
Valuing the Estate
At this stage we will go through the deceased’s papers and bank statements to establish their assets and liabilities. This can be quite straightforward, however in some cases there may be multiple investments, properties, and other personal belongings to consider.
At this stage we may need to contact banks, lenders, fund managers, pension providers, the local government, the DWP, and HMRC.
File Inheritance Tax Forms
Regardless of whether inheritance tax must be paid inheritance tax forms must be completed. One form is used for non-taxable estates, another for taxable estates.
The Executor will complete the related forms as well as any additional schedules to establish the amount of tax payable.
Pay Inheritance Tax
If there is inheritance tax payable on the estate then it must be paid prior to obtaining the grant of probate. Funds can be transferred directly from one of the deceased’s accounts for this if there are sufficient funds.
File Probate Forms
Once we have assessed the size of the estate we will be able to complete the probate application form by applying to the Probate Registry.
The Executor’s will need to swear an oath at this stage to confirm that the details of the application are correct
Pay Probate Fees
At this stage we will pay the applicable probate fees on your behalf. These are fixed regardless of the size of the estate and are detailed above in the disbursements section.
Administer the Estate
We will collect in the assets of the estate, discharge the liabilities and subsequently distribute the estate in accordance with a Will or the rule of intestacy.