Our Fees & Process

We offer a fixed fee for applications for Grant of Representation 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 representation 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 representation.

The below prices do not include VAT or disbursements

FEES

Non-Taxable Estates

FEE: £600/(+VAT at the current rate of 20%)

Includes:

  • Application for Grant of Probate or Grant of Letters of Administration
  • Completion and Submission of IHT205 Inheritance Tax Form

Note:

  • Client is to provide all information regarding the date of death and balances of assets and liabilities
  • The fixed fee includes only the completion of the IHT205, drafting of the Oath/Statement of Truth, arranging execution and submission to the Probate Registry and then liaising with the Probate Registry to obtain the Grant

Timescale:

  • Attaining grant of representation for a typical estate can take up to 2 months which includes 4 weeks for the Probate Registry to deal with the application

With Transfer of Nil-Rate Band

FEE: £895/(+VAT at the current rate of 20%)

Includes:

  • Application for Grant of Probate or Grant of Letters of Administration
  • Preparation and Submission of IHT205 and IHT217

Note:

  • Client is to provide all information regarding the date of death and the balances of assets and liabilities
  • Client is also to provide information about the estate of the first to die in order to claim the transferable nil rate band
  • The fixed fee includes only the completion of the IHT205 and IHT217 and drafting of the Oath/Statement of Truth, arranging execution and submission to the Probate Registry and then liaising with the Probate Registry to obtain the Grant

Timescale:

  • Attaining grant of representation for a typical estate can take up to 2 months which includes 4 weeks for the Probate Registry to deal with the application

Taxable Estates

FEE: £1,250/(+VAT at the current rate of 20%)

Includes:

  • Application for Grant of Probate or Letters of Administration
  • Preparation and Submission of IHT400

Note:

  • Client is to provide all information regarding the date of death and the balances of assets and liabilities
  • The fixed fee includes only the completion of the IHT400 and accompanying schedules and arranging the signature of the Account, to liaising with the deceased’s bank and the executors to oversee the payment of the IHT, to liaising with HMRC to obtain the necessary receipt from HMRC to drafting the Oath/Statement of Truth and submitting the application to the Probate Registry to liaising with the Probate Registry to obtain the Grant

Timescale:

  • 3 to 4 months due to the added complexity, this includes 4 weeks for HMRC to issue the receipt

FEE: £150/(+VAT)

Includes:

  • Drafting a Deed of Renunciation and arranging execution by the Executor.

Timescale:

  • This will typically take up to 4 weeks

The below is an estimate for 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 is an average figure but every case would be looked at individually and quoted for accordingly as it is impossible to give a completely accurate quote without knowledge of the particular circumstances of any case.

The below estimate does not include VAT or disbursements

Estimated Fee: £3,250 – £5,375 (+VAT)

Hourly Rates are as follows:

Trainee Solicitor: £130 (+VAT)

Solicitor: £201 (+VAT)

Partner: £215 (+VAT)

Estimated Hours: 25

Estimated Timescale: 6 – 12 months

Complex matters can take considerably longer

Includes:

  • Meeting with the Executors to provide advice in relation to the estate administration, to writing to all asset holders and creditors to obtain date of death valuations, to preparing the application for the Grant of Probate or Letters of Administration to include completion of IHT account and drafting of Oath/Statement of Truth, to arranging execution and submission of the paperwork
  • Submission of the application to obtain the Grant
  • Distributing the Grant to the asset holders along with the withdrawal forms
  • Encashing the deceased’s assets and distributing in accordance with the deceased’s Will or intestacy rules
  • To also include preparation of Estate Accounts

Every case is different, to get a bespoke estimate contact us today and we can discuss the specifics of yours.

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

Please note the following are not included:

  • Conveyancing costs for dealing with the sale of a deceased’s property as part of the estate administration is dealt with by the conveyancing team and charged separately
  • Finalisation of the Income Tax position is usually dealt with by the deceased’s accountant or outsourced to an accountant if the deceased did not have one
  • 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 £1.50p per additional copy)
  • Commissioner for Oaths fee: £5 (per deponent)
  • 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

Laura Selby

Partner, Solicitor
Qualified: 2008

Laura Selby is a Partner and Head of Wills and Probate at Harding Evans Solicitors.

Laura completed both her law degree and her postgraduate Diploma in Legal Practice at Cardiff University Law School and subsequently qualified as a solicitor in 2008. In 2016 Laura obtained a Diploma in Trusts and Estates from the Society of Trust and Estate Practitioners (STEP) and is a full member of STEP. STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. Laura joined Harding Evans in December 2018, taking responsibility for managing Harding Evans’ wills, probate and trust services in the Gwent area.

Laura specialises in preparing and advising on wills, trusts and powers of attorney. She deals with the administration of estates and the administration of trusts. Where appropriate, Laura acts for clients who lack mental capacity either as a Court of Protection appointed Deputy or as their Attorney pursuant to a Lasting Power of Attorney.

Laura always provides an efficient, effective and compassionate service to her clients and is highly-sought after lawyer in her field.

Afonwy Howell-Pryce

Associate Solicitor

Qualified: 2014

Afonwy completed her Law with Business degree at Portsmouth University before completing her post graduate diploma in Legal Practice at Cardiff University in 2010. Afonwy subsequently qualified as a solicitor in 2014. In 2019 Afonwy obtained a Diploma in Trusts and Estates from the Society of Trust and Estate Practitioners (STEP) and is a full member of STEP. STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. Afonwy is also a full accredited member of Solicitors for the Elderly (SFE.) SFE is a national organisation of solicitors specialising in elderly client law

Afonwy joined Harding Evans in August 2020, and is based in the Whitchurch office where she is responsible for clients in the Cardiff and surrounding areas.

Afonwy specialises in advising clients on tax planning, Wills, Powers of Attorney, and the Administration of Estates and Trusts and has advised Personal Representatives on complex estates including ultra-high net worth and cross border assets.

 

Kayley Williams

Part-Time Assistant Solicitor, LLB Hons, LPC
Qualified: 2011

Kayley is a solicitor in the firm and handles a range of will drafting and probates. Kayley also deals with the Office of the Public Guardian and Court of Protection, making applications to the court and assisting clients in preparing lasting powers of attorney

Georgia O’Reilly

Solicitor, LLB Hons, LPC
Qualified: September, 2019

Georgia is a solicitor in the Wills and Probate department, qualified in September 2019.

Georgia is experienced in taking instructions for and drafting wills, preparing applications to the Office of the Public Guardian for lasting powers of attorney and applications to the Court of Protection. Georgia also deals with all aspects of estate administration, including applications for grants of probate.

Emily Gadsden

Trainee Solicitor, LLB Hons, LPC

Emily joined the Wills & Probate team at Harding Evans in 2019. She is a graduate of Swansea University where she obtained her LLB in 2014 and LPC in 2015.

Her responsibilities include taking instructions for and drafting Wills and preparing applications to the Office of Public Guardian for Lasting Powers of Attorney. She also deals with applications for Grants of Probate and all aspects of Estate Administration.

Emily also assists partner, Laura Selby, with the day-to-day management of files where Laura is appointed as either as a Court of Protection appointed Deputy or as their Attorney pursuant to a Lasting Power of Attorney.

THE PROCESS

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.

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.

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.

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

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.

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.

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