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 and for the grant of probate.
The below prices do not include VAT or disbursements.
Grant of ProbateNon-Taxable Estates
- Initial Consultation to explain what information we require from you
- Guidance on how to obtain details of all assets of the estate and their values
- Preparation of Inheritance Tax Form 205 based on the information you provide
- Drafting the oath for executors or oath for administrators
- Meeting to discuss Inheritance Tax forms and oath and arrange for them to be signed
- Submission of forms to the Probate Registry to enable the Grant of Probate to be issued
- Additional Costs:
- Probate court fee £155 + £1.50 for each additional office copy and commissioner fees of £7 per Executor
- If there is no Will then there will be an additional charge of £100 for an application for Letters of Administration
- There will be an additional charge should you wish to obtain valuations of assets and close accounts or arrange for assets to be transferred
- For taxable estates please see our Variable Fee information below
- This fee allows for the following to be included in the estate:
- Assets up to the value of £300,000.00 including for example bank accounts, shares, properties
- Attaining grant of probate for a typical estate can take between 5 and 12 weeks.
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 ascertaining the value of the estate, completing and submitting paperwork in relation to taxation, drafting the oath for Executors or oath for Administrators, application for the grant of probate, discharging any liabilities, paying legacies and distributing assets to beneficiaries, and the administration of the estate on your behalf.
These prices do not include VAT or disbursements.
Estimated Cost: £1,485 – £3,015
Hourly Rate: £99 (Gwenyth Richards) – £201 (Angharad Williams)
Estimated Hours: 15
Estimated Timescale: 6 – 12 months
This estimate is for a straightforward estate where no inheritance tax is payable. A more complex estate with high value assets could take considerably longer to administer, sometimes even reaching 150 hours, and taking between 12 and 24 months to complete. A more accurate quote will be provided once we have all the relevant information.
Completion and submission of the relevant Inheritance Tax forms for the estate as well as for the Grant of Probate, or letters of administration.
Gathering the estate’s assets and discharging any liabilities
Distributing those assets to up to 5 beneficiaries of the estate
The estimate is based on a service which includes us dealing with two properties, ten 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 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: 01570 422 206
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 office copy)
Commissioners fee to swear oath and will: £7 (per Executor)
These fees do not apply where any assets of the estate are outside of the UK
These fees do not apply where there were gifts of over £3,000 in the last 6 years, or if there was in the past at any time a gift with a reservation of a benefit
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 inheritance tax to pay
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, and will increase with the complexity of the matter and value of the estate.
Meet the Team
Supervisor, Director, Solicitor
One of the directors of the firm. Has considerable experience and knowledge of probate matters. Regularly deals with more complex probate matters including cases where considerable care and skill is needed to negotiate with HMRC in respect of Inheritance tax issues. Fluent welsh speaker.
A paralegal who assists with routine probate matters. Has an excellent knowledge of probate practice and procedure. Currently studying the legal practice course and masters in Law at Swansea University on a part time basis. Fluent Welsh speaker.
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.