An Initial and Complete Service for Probate for the Deceased's Estate Including Dealing with Property, Trusts, Existing Insurance, Pensions, Investments, Tax, Income and Status:
We act as agent of the executor or personal representative of the deceased to research, gather financial information and report on estate property, gifts, potentially exempt transfers, gifts with reservation, taper relief (if applicable), insurance, pensions, investments and insurance portfolio to include a full review of mortgages and debts (where applicable), tax reliefs, premiums paid, charges, penalties, investment returns, values, funds, proving the Will.
We will also consider deed of variation, assignment where applicable, deal with inheritance tax calculation, dealing and negotiating with HMRC, completion of self assessment income tax forms on death, inheritance tax and estate forms with considerations for tax, trust, best use of tax relief options for the deceased’s estate.
Estate valuation, inheritance tax calculation and producing Estate Accounts and dealing with HMRC and Land Registry to the point of executors submitting the Will and Inheritance Tax receipts to Probate for approval of the Will and distribution of the estate. Estate forms and any applications will be handled by us but signed by you as Executor/Personal Representative. Works are complete when probate is granted.
Fees are made up of two parts to make up the total fee:
- Core/Fixed Fee Element - this is a fixed, flat fee per estate, whether the estate is value £50,000, £100,000, £500,000 or more, there are some works and analysis required that are the same irrespective of teh size of the estate.
- % Estate Value Element – this is a 'one off' fee based upon the value of the esate. It is representative of the additional works that we take on as your estate adviser. A smaller estate will have less work/data gathering involved and possibly no inheritance taxes to pay, a larger estate is likely to have much work works involved and more complex inheritance tax forms and submissions and this is reflected in part of the fee being linked to the estate value.
These are 'ONE OFF' fees. There is NO ONGOING % adviser charge.
Pricing / Purchase Options
25% Discount Part 1 Fee
Part 2 : % Estate Value (Upfront) - 0.75% of Approximate Value of the Estate (£)
15% Discount Part 1 Fee
Part 2 : % Estate Value (Completion) - 0.75% of Approximate Value of the Estate (£)
10% Discount Part 1 Fee
Part 2 : % Estate Value (Upfront) - 0.75% of Approximate Value of the Estate (£)
Standard Fee
Part 2 : % Estate Value (Completion) - 0.75% of Approximate Value of the Estate (£)
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