Probate Services
When a loved one dies, the Executors assigned by their Will have to deal with the estate. If a Will was not written, the law decides who may submit be a Court-appointed Administrator of that person’s estate. Executors and Administrators are called Personal Representatives.
The Personal Representatives have the responsibility for c ompleting any appropriate HMRC paperwork; as well as any applications for the Grant of Probate; and the assessment and collection of the assets of the estate; paying any liabilities; and handing out the remainder as stated in the Will or, if no Will, the Rules of Intestacy.
This can be a difficult, stressful and also time consuming process, and is never easy a a time when family and friends are likely to be grieving.
We are here to provide advice and help guide you on the process, and Personal Representatives are able to instruct us to act on their behalf on much of the administrative process and the paperwork for them. Contact us now to talk about how we are able to help you go through the whole process.
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Fixed Fee Probate Assistance Service for estates which do not require a full inheritance tax return.
Option 1: Grant Only Service
Fixed Fee £1200 – £1,995
The Probate Registry will also ask for an application fee. This is suitable for you if:
You are the executor of an estate that does not require a full inheritance tax return and you’d us to take care of the application for the grant of probate once you have established a list of values and assets.
What’s included in the charge:
- Meeting confirm the value of the estate and collect documentation;
- Completion of the Return of Estate Information form IHT205;
- Completion of the Probate Application form PA1;
- Meet with you to discuss the forms and the obtaining of signatures;
- Submission of the grant application to the Court;
- Acquisition of grant with the Court seal for you to use for distribution the estate.
Option 2: Obtaining Estate Values
From £2,495 – £2,995
The Probate Registry Will also require an application fee Suitable if:
As the executor of an estate that doesn’t require a full inheritance tax return you want us to deal with providing a value of the estate, accessing information from the asset provider, banks and building societies etc and help to deal with any applications for the grant of probate.
What’s included:
- We meet with you to collate a list of assets so as to work out the extent of the estate;
- Deal with all the asset providers and any estate agents, if required, to work out the value of the estate;
- Completion of the Return of Estate Information form IHT205;
- Completion of the Probate Application form PA1;
- Meet with you to conduct a review of the forms and get any signatures required;
- Submission of the grant application to the Court;
- To obtain the grant bearing the Court seal so you are ready to use this for any distribution of the estate.
If a self assessment tax return is needed to the date of death we can help with a recommendation of an Accountant for the preparation this. There is an extra fee of £150.00
Fixed Fee Probate Assistance Service for estates which do require a full inheritance tax return.
Option 1: Grant Only Service
Fixed Fee £2,995
The Probate Registry Will also require an application fee. Suitable if:
You’re the executor of an estate that doesn’t require a full inheritance tax return and you’d like us to help to deal with an application for the grant of probate once you have worked out a list of assets and values.
What’s included in the fee:
- We meet with you for confirmation of the value of the estate and collection of the documentation;
- Completion of the Inheritance Tax Account form IHT400;
- Completion of the Probate Application form PA1;
- We meet with you to assess the forms and get any signatures required;
- Submission of the grant application to the Court;
- To obtain the grant bearing the Court seal so this is ready to use for the distribution of the estate.
Option 2: Obtaining Estate Values
From £3,495 – £3,995
The Probate Registry Will also require an application fee. Suitable for you if:
You’re the executor of an estate that doesn’t need a full inheritance tax return and you’d like us to help to deal with getting a value for the estate, finding information from each asset provider, bank and building society etc and then to help with the dealing of the application for the grant of probate.
What’s included:
- We meet with you for collection of a list of the assets so as to assess the extent of the estate;
- Deal with all the asset providers and any estate agents, if required, to work out the true value of the estate;
- Completion of the Inheritance Tax Account form IHT400;
- Completion of the Probate Application form PA1;
- We meet with you for reviewing the forms and get any signatures required;
- Submission of the grant application to the Court;
- To obtain the grant bearing the Court seal ready for you to use for distribution of the estate.
If any self assessment tax return is needed to the date of death we can help with the recommendation of an Accountant to help to prepare this. There is an extra fee of £150.00