Wills, Trusts & Probate - Grant of Probate & Administering an estate

Probate Charges

No two probate cases are the same. They are as individual as the person whose estate we are being asked to help you with.

The cost of obtaining probate will inevitably depend on the complexity of the deceased’s financial circumstances and the level of support you require from Brethertons.

Factors that could make a case more complex include:

  • Issues relating to jointly owned property
  • Whether there are any issues relating to capacity at the time the Will was executed or undue influence being applied on the person making the Will
  • Issues relating to domicile
  • Whether any aspects of the Will are likely to be disputed by people who think they should have been provided for
  • Dealing with missing beneficiaries
  • The terms of the deceased’s Will or Intestacy (if there is no Will)
  • The amount of assets and liabilities comprised in the estate
  • The complexity of the assets comprised in the estate such as foreign property, agricultural or business assets.
  • Lifetime gifts made by the deceased
  • Trusts in the Will or other trust arrangements
  • Formal Tax returns being required by HMRC
  • Historic Capital Gains Tax and Income Tax issues of the deceased
  • Claims made against the estate by DWP and other professional bodies/government agencies

How much will obtaining probate cost?

Our fees will reflect the particular requirements of the estate. Because of this, it is very difficult to provide a reliable estimate of the costs relating to your individual circumstances until we have more details about the estate and have had a look at the Will (if any) to ascertain whether it is simple, medium or high complexity estate.

With a view to provide increased cost certainty to our customers, we are able to offer a fixed fee service for Grant of Probate applications. We can also provide an indication of costs for dealing with the full Administration of an estate. Please see below for more information. We have several regulatory requirements to verify the identity of the executors and beneficiaries of an estate and perform due diligence checks which are designed to help prevent fraud and money laundering. We have put in place significant anti-fraud checks to protect our customers and these are charged at £12 (inclusive of VAT) per person. These checks may need to be undertaken more than once during the legal work.

Grant of Probate only service

Some customers only require assistance with obtaining the Grant of Probate as thereafter the Executors or Administrators will deal with the Administration of the estate. This is our most cost effective way to assist in obtaining a Grant to deal with a simple estate.

Key Stages for Grant of Probate service only

If we are instructed under this service we will prepare for you the Executors or Administrators Legal Statement based on the financial information provided to us by you.  

Customers will need to provide us with a full list of the assets and liabilities in the estate. This will require date of death valuations for all items. 

We will also require from you the deceased’s National Insurance number and Tax Office and details of all gifts in excess of £3,000 that have been made within the last seven years.

We will complete an Inheritance Tax Return based on the information provided.

The draft Probate papers (consisting of the Legal Statement and Inheritance Tax Return) will then be sent to you for your approval before the final Probate papers are signed.

Once we receive the Grant of Probate we will write to the Executors or Administrators releasing the office copies of the Grants of Probate which will allow them to continue with the estate administration. This will mark the end of our involvement in the matter.

Please note the following actions are excluded under our Grant only service:

  • Administration of the estate to include obtaining the date of death valuations or encashment following the issue of the Grant of Probate
  • Detailed Tax Planning Advice or Deeds of Variation
  • Transferring or selling any land or property
  • Preparation of Estate Accounts
  • Dealing with Income or Capital Gains Tax matters which occurred before death or during the period of the estate administration
  • Contentious Probate Matters such as disputes between beneficiaries on the division of assets or claims being made against the estate
  • Dealing with assets of a pre-deceased spouse
  • The Administration of any trust or registration of the trust with HMRC
  • Correspondence with beneficiaries of the estate
  • Locating missing beneficiaries
  • Regular visits to the deceased’s property for insurance purposes
  • Dealing with foreign assets

The above work, if required, can of course be undertaken and we can provide a quotation for you.

Fees For A Grant Only Probate

Where there is no Inheritance Tax payable:

Where the estate is a simple one and this allows us to us a Form IHT 205 based on the value of the estate and assets comprised in the estate our fee will be from £1,200 (inclusive of VAT).

Where a Form IHT 205 is required with an IHT 217 (Transferable Nil Rate Band Claim from a former spouse or civil partner) our fee will be from £1,980 (inclusive of VAT).

Where a full Inheritance Tax return is required using form IHT 400 and accompanying schedules our fee will be from £2,400 (inclusive of VAT).

Where there is Inheritance Tax payable:

Where a full Inheritance Tax return is required using form IHT 400 and accompanying schedules our fee will be from £3,900 (inclusive of VAT).

Probate Court Fees and other disbursements

It is necessary to pay Court fees when applying for a Grant of Probate.

When a solicitor applies for a Grant of Probate on your behalf, the Probate court fee is fixed at £155 per application. The court fee payable when applicants deal with the application themselves direct with the Probate Registry is £215. Please note that you won’t have to pay a court fee if the estate in administration is less than £5,000 in value.

There may also be disbursements which are costs related to your matter that are payable to third parties, such as:

  • Extra copies of the Grant of Probate are often applied for at the time the application for Probate is made and each office copy is an additional £1.50 each.
  • Bankruptcy - Land Charges department bankruptcy searches cost £2.40 (Inclusive of VAT) per beneficiary of an estate and it is likely that a minimum of two searches will need to be carried out against each beneficiary during the estate administration.
  • Land Registry Fee - £7.20 (inclusive of VAT) for any land owned to include Office Copies and title plan.
  • Statutory Notices - In both the London Gazette and local newspaper - £200 (approximately).
  • Unclaimed asset search - fee dependent on provider.
  • Certainty Will Search - £114 (inclusive of VAT) if required.  This is a search for the whereabouts of the Will of the deceased if unknown.

Potential additional costs

If there is no will or the estate consists of any share holdings (stocks and bonds) there is likely to be additional costs that could range significantly depending on the estate and how it is to be dealt with. We can give you a more accurate quote once we have more information.

Dealing with the sale or transfer of any property in the estate is not included.

Full Estate Administration Service  

If customers wish to instruct Brethertons to deal with the entire Probate process then our work will include the following (which are not included under the Grant of Probate only service):

We will assist you in administering the estate. This includes:

  • Making enquiries of all asset holding bodies
  • Obtaining all necessary valuations
  • Confirming details of liabilities
  • Communicating with Personal Representatives, legatees and beneficiaries
  • Preparation of the Inheritance Tax return
  • Preparation of the papers leading to the application for the Grant of Representation
  • Realising assets (excluding any land/property)
  • Making interim distributions if appropriate for beneficiaries
  • Settling liabilities and legacies
  • Preparing and balancing final estate accounts and ultimately attending to the distribution of the final funds due to each of the beneficiaries
  • Finalising the income tax affairs of the deceased for the estate administration period and issuing tax certificates to beneficiaries (if required). If the deceased had an accountant who supported them with this during their lifetime it can be cost effective for them to finalise the deceased’s tax affairs. The period of administration is a separate tax period and must be reported to HMRC. It may be possible to make an informal return. If the estate income and capital gains tax is complex then a formal return will be required.  Again, this can be prepared by an appointed accountant.

As a guide, the fees for a full estate administration will range from £6,000 - £12,000 (inclusive of VAT)  for a straightforward estate not consisting of complex assets, while fees for more complex estate (see above) can exceed £30,000 (inclusive of VAT) . The range is based on blended hourly rates. Our hourly rates range between £210 - £360 per hour (inclusive of VAT).

Please note that Probate Court fees and the costs associated with the selling or transfer of property are payable in addition to any costs set out above.

However, we at Brethertons are happy to support customers in each stage of the process and we often work with customers at any early stage to identify non-legal tasks that do not necessitate our involvement to establish if these can be completed by customers themselves or family members.

We would need to meet with customers in the first instance to review the Will (or family tree if an Intestacy) and discuss how the estate’s assets and liabilities are made up. We can then provide you with a fee estimate which we believe the estate administration will cost including disbursements.

How long will my matter take?

The time that it takes from taking your initial instructions to the final Grant of Probate depends largely on how quickly the required information is provided.

In our experience a full estate administration can take between 6-12 months to conclude but this will depend on each estate administration owing to the types of assets involved.

We cannot guarantee how long the Probate Registry will take to return the Grant of Probate. However, following the submission of the papers to the Probate Registry we would anticipate being in receipt of the Grant of Probate within 14-21 days.

Next steps

If you would like to learn more about our Wills, Trusts & Probate services, please visit our  Wills, Trusts and Probate pages for further information. Should you wish to meet our team of experienced and talented staff who would be responsible for  progressing your matter then please click here.

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