Our Fees
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.
Grant of Probate
Non-Taxable Estates- Includes:
- Submission of Inheritance Tax Form 205
- Application for Grant of Probate
- This fee allows for the following to be included in the estate:
- 2 Properties
- 5 Bank/Building Society Accounts
- 5 Beneficiaries
- Intangible assets may also be included such as shareholdings
- Timescale:
- Attaining grant of probate for a typical estate can take between 4 and 6 weeks.
Grant of Probate
Taxable Estates- Includes:
- Submission of Inheritance Tax Forms to HMRC & Arranging for Tax to be Paid
- Application for Grant of Probate
- This fee allows for the following to be included in the estate:
- 2 Properties
- 5 Bank/Building Society Accounts
- 5 Beneficiaries
- Intangible assets may also be included such as shareholdings
- Timescale:
- Attaining grant of probate for a typical estate can take between 6 and 10 weeks.
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. Our fees are calculated on an hourly rate and an estimated cost for this service is provided below based on a typical 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.
Estimated Cost: £1,110
Hourly Rate: £185
Estimated Hours: 6
Estimated Timescale: 3 – 6 months
Includes:
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 5 beneficiaries of the estate
The estimate is based on a service which includes us dealing with one property and five bank/building society accounts. This would apply if it is a non-taxable estate and where we would be distributing assets to up to five 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: 01446 721000
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:
gov.uk/inheritance-tax
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)
Land Registry Office Copy Entries: £16
Recorded Delivery Fees: £2
Land Registry Fee for Assent (Dependant on Value of House): Min. £40
Section 27 of the Trustee Act Notices: £180 – £220
Please note:
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
Carli Evans
Partner, LLB Law
Qualified: 2006
With experience in drafting wills, probate, lasting powers of attorney and court of protection work, Carli has an interest in helping elderly clients. A fluent Welsh speaker, Carli is a full accredited member of Solicitors for the Elderly. In 2013, she became a full member of STEP (the Society of Trust and Estate Practitioners). She has conducted talks for the Alzheimer’s Society, local women’s guilds meetings, and Age Concern. Carli also has an interest in conveyancing. She graduated from Cardiff University in 2003, and completed the Legal Practice Course also at Cardiff University in 2004. Carli qualified as a solicitor in 2006 and joined Passmores as a private client solicitor. She became a partner in 2011.
Our PRocess
Probate
Stage 1
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.
Stage 2
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.
Stage 3
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.
Stage 4
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
Stage 5
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.
Stage 6
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.