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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 and Estate Administration

The below is an estimate for attaining a grant of probate as well as administering an 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.

The below does not include VAT.

Estimated Cost: £3,420 – £4,180

Hourly Rate: £190

Estimated Hours: 18-22

Plus Disbursements (charged separately): £200 – £400

Estimated Timescale: 6 – 9 months

 

Includes:

Completion and submission of Inheritance Tax forms for the estate.

The preparation and submission of the application for grant of probate

Gathering the estate’s assets

Distributing those assets to up to 12 beneficiaries of the estate

The estimate is based on a service which includes us dealing with 2 properties, twelve bank/building society accounts, as well as intangible assets such as stocks and shares. This would apply where we would be distributing assets to up to twelve beneficiaries.

Speak to us about your Case

Every case is different, to get a bespoke estimate contact us today.

Call:

01656 653485 (Bridgend)

01656 788823 (Porthcawl)

E-mail:

bridgend@whittinghams.co.uk 

porthcawl@whittinghams.co.uk

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)

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

Howard Jones

Supervisor, Partner, LL.B
Qualified: 1984

Howard is a Graduate of Aberystwyth University and a fluent Welsh Speaker. He is the firm’s managing partner and responsible for client care and its day to day financial and business affairs. Howard also undertakes non-contentious work including residential and commercial conveyancing, Wills and Probate. He is based at our Bridgend Office having practised in Kenfig Hill for over twenty years, and still has a large client base in that area.

 

Michael Greenway

Partner, B.A.
Qualified: 1980

Mike is the firm’s senior conveyancing and probate partner and has been practising in the Borough for over thirty eight years. He is a Granduate of the University of the West of England but went to school locally and lives in Bridgend with his family. He is based at our Porthcawl Office and undertakes residential conveyancing and advises on Wills, Probate, Lasting Powers of Attorney, Court of Protection applications and equity release mortgages. Mike has been a member and officer of the Lions Club of Bridgend for many years and has for a good deal of that time advised the Lions Organisation nationally on legal matters.

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.

Whittinghams 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 Executors will need to sign a statement of truth 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 Intestacy rules.