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Grant only:

£840 inc VAT for an excepted estate

£1,320 inc VAT for a non-excepted estate

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An “excepted” estate is one where a full inheritance tax account is not required. There are three types of excepted estate:

• Low value estates – Where the estate’s gross value (including the deceased’s share of any jointly owned assets) does not exceed the nil rate band for inheritance tax, currently £325,000

• Exempt estates – Where the estate’s gross value does not exceed £1,000,000 but there is no liability to inheritance tax due to the spouse, civil partner or charity exemption

• Not domiciled in the UK – Where the deceased died on or after 6 April 2002 and had never been deemed to be domiciled in the UK and the value of the estate met other criteria

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Hourly rates will apply for additional work, including where:

• We have not received full information from you

• An executor(s) is renouncing

• Power is reserved to an executor(s)

• An attorney is being appointed for an executor(s)

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Full administration:

1.5% of the value of the estate

Subject to a minimum charge of £1,800 + VAT

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Estimated disbursements

For all services will include:

• Probate application fee of £155 plus £1.50 for every additional sealed copy of the Grant

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Hourly charges:

David Roper £217 + VAT

Billie McClelland £118 + VAT

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