Wills and Probate
Our highly respected, approachable and experienced staff are adept in dealing with the needs of elderly and vulnerable clients and their families. All our lawyers are well versed in the area of Wills and
complex probate and taxation issues related thereto.
The team have considerable knowledge in relation to managing affairs and will advise and prepare Lasting Powers of Attorney, often at short notice, to ensure our clients' interests are always protected.
We offer home visits where necessary and are always looking for ways to save our clients money; whether through advice on tax, enforceability and recovery of debt, or referral to financial advisors. You can be sure of sound, practical advice, tailored to your own needs.
We are able to advise on:
- Wills
- Probate
- Care Home Fees
- NHS Continuing Care
- Preserving Assets
- Managing Affairs
- LPAs / EPAs / Powers of Attorney
- IHT Tax Advice
- Trusts
- Mental Capacity Issues including:
- Lasting Powers of Attorney
- Deputyship
- Statutory Wills
- Court of Protection work
The Private Client Department
Wanda Heppenheimer LLM.
Head of Private Client. Wanda is an experienced solicitor specialising in Estate Planning. She advises a wide range of clients on Trusts, Tax, Wills, Probate, Lasting Powers of Attorney and Court of Protection matters.
Having worked in London for several years, Wanda also has a background in International Wealth Planning and is able to advise clients whose affairs contain a foreign element.
Wills, Trusts, Tax & Probate Price List
Wills
| For one person | |
|---|
| Simple Will Amendment: | £200 + VAT = £240 |
| Straightforward Will: | £270 + VAT = £324 |
| Life Interest Trust Will: | £430 + VAT = £516 |
| Discretionary Trust Will: | £580 + VAT = £696 |
| + Letter of Wishes: | £130 + VAT = £156 |
| For a couple | |
|---|
| Simple Will Amendment: | £250 + VAT = £300 |
| Straightforward ‘Mirror’ Wills: | £390 + VAT = £468 |
| ‘Property Protection’ Wills (Life Interest Trust): | £495 + VAT = £594 |
| Discretionary Trust Wills: | £755 + VAT = £906 |
| + Letters of Wishes: | £155 + VAT = £186 |
Lasting Powers of Attorney (LPAs)*
| For one person | |
|---|
| Property & Financial Affairs: | £475 + VAT = £570 |
| Both Types (P&FA and Health & Welfare): | £825 + VAT = £990 |
| For a couple | |
|---|
| Property & Financial Affairs: | £950 + VAT = £1,140 |
| Both Types (P&FA and Health & Welfare): | £1,300 + VAT = £1,560 |
| |
|---|
| Administration of affairs: | £295 + VAT = £354 p. hr. (Estimate upon request) |
Court of Protection **
| |
|---|
| Registration of Enduring Power of Attorney (EPA): | £750 + VAT = £900 |
| Deputyship application: | |
|---|
| if there are no complications delaying beyond the first 6 months: | £950 + VAT = £1,140 |
| if delayed beyond the first 6 months up to 1 year: | £1,500 + VAT = £1,800 |
| if delayed further: | time basis £295 + VAT = £354 p. hr. |
| |
|---|
| Administration of affairs: | £295 + VAT = £354 (hourly rate). (Estimate upon request) |
Probate ***
| Grant of Probate only (Estates below £325,000 or spouse exempt below £1M): | £1,550 + VAT = £1,860 |
| Grant of Probate only (Estates below £650,000 on a couple's 2nd death): | £1,700 + VAT = £2,040 |
| Grant of Probate only (potentially taxable Estates, IHT400): | £2,950 + VAT = £3,540 |
| Full Administration of Estate: | |
|---|
| Estates below £2,000,000 and with no trusts | £295 + VAT = £354 (hourly rate). (Estimate: £5,000 to £8,000 + VAT (non-taxable Estate) or £8,000 to £12,500 + VAT (taxable Estate)) |
| Estates above £2,000,000 or with trusts | £295 + VAT = £354 (hourly rate). (Estimate upon request) |
Lifetime Trusts
| Setting up Trusts | |
|---|
| Bare Trust: | £1,550 + VAT = £1,860 |
| Life Interest Trust: | £1,800 + VAT = £2,160 |
| Discretionary Trust: | £1,950 + VAT = £2,340 |
| Advice | |
|---|
| Advice on existing Trusts: | £295 + VAT = £354 (hourly rate) |
| Deed of Appointment and Retirement of Trustees: | £850 + VAT = £1,020 |
| Standard Trustees Resolution: | £575 + VAT = £690 |
Property Matters ****
| Severance of Tenancy: | £175 + VAT = £210 |
| Declaration of Trust in respect of property ownership: | £750 + VAT = £900 |
| + Restriction at Land Registry: | £175 + VAT = £210 |
| Assent of Property (on a death, registered land): | £550 + VAT = £660 |
| Gift of Property (with inheritance tax advice, registered land): | £1,450 + VAT = £1,740 |
Estate Planning
| Standard Deed of Variation: | £1,250 + VAT = £1,500 |
Miscellaneous
| Home Visits additional charge (may be higher for non-MK postcodes): | £75 + VAT = £90 |
| Postal Release of Original Documents ***: | £75 + VAT = £90 |
| File Copying: | £100 + VAT = £120 |
Notes
* There are additional registration fees of £92 per person per document payable to the Office of the Public Guardian.
** There are additional court fees of £385 (+ £500 if a hearing is required) and in some cases there are further costs in relation to taking out a surety bond, depending on the value of the assets. Estimate upon request.
*** There is an additional £12 recorded delivery charge for all probate applications and there are additional Probate Registry fees payable to the court of £300 plus £16 per copy of the grant of probate or letters of administration.
**** There may be additional Land Registry fees, which are not included in our costs. Estimate upon request.
