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Probate & Estate Planning
We are a Probate licensed firm and can help you through the probate process with confidence and ease.
As a licensed probate firm, we offer a comprehensive probate and estate administration service, tailored to meet your unique needs.
Our discreet and professional approach ensures your assets are passed on efficiently to your beneficiaries, with careful attention to detail every step of the way.
Naturally, our fees are dependent upon the work involved and the complexity of the Estate. They are time-based and not on the value of the Estate - if the Estate is relatively straightforward i.e. where a basic IHT205 form is appropriate, then the fees tend to vary between £1,000 and £2,000 plus VAT; if the Estate is subject to Inheritance Tax and a form IHT400 is required, then the fees tend to vary between £2,000 and £8,000 plus VAT.
As soon as the Grant of Probate has been obtained, there are a number of matters that need to be dealt with such as preparation of the Estate accounts, collection and distribution of assets and dealing with settlement of liabilities/post-death taxation. The fees for such work tend to vary between £2,000 and £5,000 plus VAT but this will again depend upon the size and complexity of the Estate.
An accurate estimate of the fees chargeable is usually provided at the initial meeting with the Executors.
Get in touch to see how we can assist you today.
What We Can Advise On:
- Preparing or reviewing your Will
- Transfer of assets into trust or directly to recipients
- Using gift exemptions and optimising lifetime transfers
- Considering life assurance cover is taken out to cover inheritance tax liabilities
- Transfer of business assets
