Our fees are fixed and include items detailed above, however, there may be factors which would typically increase the cost of the fees involved. Where there is likely to be any additional cost, we will make sure you are informed of this at the earliest opportunity and a clear estimate of those extra costs will be provided.
In the event that there is no Will, or the estate consists of any share holdings (Stocks and Bonds), there is likely to be an additional cost that could range significantly depending on the estate and how it is to be handled. We will discuss this with you in detail and advise of any additional fees.
The cost of selling or transferring a property is not included in this price, if you require this service, please let us know and we will provide you with an estimate in that regard.
Additional services that will require the assistance of a third party at additional cost include:
- Where any executors have died or refuse to act
- Where any beneficiaries lack capacity or are minors
- Where there are any trusts in the Will
- Where there are any missing beneficiaries
- Where any disputes arise
- Any Income Tax returns are required
- Valuations for property, savings, investments, or other assets
- Tax advice
Occasionally, obtaining a Grant of Representation may not be straightforward, such as dealing with resealing a foreign Grant.
Any Inheritance Tax payable is in addition to our fees. There are various factors that will affect any Inheritance Tax due on an estate, including the size of the estate and any measures that were put in place by the deceased to limit the Inheritance tax liability of the estate.
We do not believe that it would be sensible to attempt to provide at this stage an estimate of any tax that may be payable, as the calculations can be complex. We would advise you to look on the HMRC Website to calculate an estimate of the Inheritance Tax which may be due.
The calculators can be found at: