IFA Financial Advisers in Surrey

Probate Prices

We understand how difficult and emotional it is to deal with the paperwork after losing a loved one and that probate laws can be confusing and bewildering.

The amount of work involved can depend on multiple factors including the size of the estate so we have created a handy calculator to give you an indication of what our fees might be.

Grant Fees

We know some people find all the forms for probate quite daunting.

We would be happy to help complete these for you, based on the information provided by you and we can offer a fixed fee charge.

Where the estate is taxable or complex and form IHT400 is needed, our fees are £2,500 for the form, 3 schedules and the probate application.

Additional schedules (unless dealing with gifts or domicile) are charged at £70 Plus VAT per schedule and there is an additional cost of £300 if you wish us to arrange payment of the initial tranche of Inheritance Tax due

Schedules dealing with gifts and/or domicile will be charged at the hourly rate of the relevant adviser.

Where form IHT205 for non-taxable estates is needed or where we can dispense with a form entirely, our fees are £1,500 and where IHT217 is also required to claim the transferable tax allowance, there is an additional fee of £200. There may also be other disbursements.

The Probate Registry charges a separate fee.

We also act as executer for many of our clients and fixed price quotes are available. where we would take on the whole estate including dealing with looking after the residential property whilst probate is dealt with and dealing with the full sale process of the residential property and other assts, payment of inheritance tax and income tax to date of death returns. In these cases, we may charge up to 6% of the value of the estate.

Let us help you with Probate

When a loved one dies, if you're in charge of sorting out their property, money and other possessions, you may need to go through a process known as 'probate'. It can be yet another thing to deal with at a difficult time. It's omething we can help you with.

Contact us