skip to content

Our Private Client Services

Probate & estate administration

At PWT Advice LLP we appreciate that costs are always a consideration when seeking advice in respect of probate matters. We offer three levels of service to those administering a deceased person's estate: our Full, Standard and Advisory Service.

Also we are happy for you to tell us exactly what parts of the probate process you need us to help with, so we can 'mix and match' the different Services to give you exactly the help you require, no more and no less.

Whichever Service you choose, let us make one thing absolutely clear. We never, ever charge a percentage of the value of the estate. We just don't think that's fair. So our fee will be based solely on the time spent. And we will do our best to agree a fixed fee in advance, or if that is not possible, we'll agree a firm fee estimate with you and we'll let you know if we think we are going to go over that estimate.

We don't raise our invoice until we have received the Grant of Probate (or Letters of Administration) so we have a real interest in getting the job done as quickly possible.

 

Full Service

Costs

This is where you ask us to take on the full administration of a deceased person's estate. This will involve us establishing the value of the assets and liabilities as well as checking whether the deceased made any gifts in the last seven years (as these may be taxable), preparing the inheritance tax ('IHT') return and arranging payment of any IHT due, applying for the Grant of Probate, collecting and distributing the assets and preparing estate accounts.

As no estate is the same, we always give a bespoke fee for each probate. We have a Probate Questionnaire that we can send out to you to complete, and once we have had sight of the completed Questionnaire we can propose either a fixed fee or fee estimate.

Just by way of guidance, the quote below is for estates where:

On the basis of the above, most estates tend to take around 20 and 30 hours work at £200 - £250 per hour (when the work is carried out by a Probate Executive). This generic cost indication gives rise to charges of around £5,000 and £7,500 plus VAT and disbursements (see below).

However, the exact cost of this Service will depend on the individual circumstances of the matter. For example, if there is one beneficiary and no property, costs will be at the lower end of the range. If there are multiple beneficiaries, a property and multiple bank accounts, costs will be at the higher end. Please call us to discuss your requirements and to get your bespoke fee proposal.

What is included in this Service?

Potential additional costs

Circumstances sometimes lead to extra work and therefore an increase in fees. Below you will find examples of work not covered by our fee quote. In some cases, the work 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.

How long will this take?

On average, estates that fall within this range are dealt with within 4 to 8 months. Typically, obtaining the grant of probate takes 8 to 16 weeks. Collecting assets then follows, which can take between 4 to 12 weeks. Once this has been done, we can distribute the assets, which normally takes 4 to 20 weeks. However, do bear in mind that we are not in control of the timescales of third parties, such the Probate Registry and, in addition, we will rely on you to provide us with information in a timely manner.

(See below with regard to delays caused by the current Coronavirus pandemic)

 

Standard Service

Costs

For our Standard Estate Service, we will tell you what information we need and then prepare the IHT form and probate application based on the information you provide to us. We will then provide you with the grant of representation, allowing you to deal with the remainder of the estate.

The cost of this service will depend upon the size and nature of the estate, as this has a direct bearing upon the forms required to be submitted and the research required by us to properly apply for a grant of representation.

Where an estate is worth less than £325,000, there is no IHT to pay and HM Revenue & Customs ('HMRC') and the Probate Registry will accept form IHT205, the price for this service is likely to be less than £1,000 plus VAT.

Where the value of the estate is greater than £325,000 then IHT issues may arise. In such a case, please ring for a fixed quote as there are many variables. However, the price likely to be in the region of £1,000-£2,500 plus VAT depending on whether IHT is payable, whether it is necessary to find out information about a deceased spouse and the number and nature of the assets.

What is included in this Service?

Potential additional costs

This is a fixed-fee service for the preparation of the IHT and probate papers, based on information you have provided. If you require assistance with any work not covered by the above, we will be pleased to assist, but will provide you with a guideline as to our likely additional fees. Our hourly rates are set out below.

How long will this take?

Typically, a grant of representation can be obtained within 8 to 12 weeks of receiving your instructions. However, do bear in mind that we are not in control of the timescales of third parties, such as the Probate Registry and, in addition, will rely on you to provide us with information in a timely manner.

 

Advice Service

Costs

If you are an executor or administrator, the amount of help you want or need to administer an estate will depend on a number of factors, from the complexity of the estate to the time you have available to perform your duties.

Things could be very straightforward and you may need nothing more than some initial assistance with defined aspects of the administration, leaving you to deal with the remainder yourself.

As this service is available to offer ad hoc advice, we are not able to give you a cost estimate or indication of timescales. This work is done by reference to our hourly rates, as below. We always seek to scope the work required and therefore the cost at the start of the matter and keep you updated throughout.

Hourly Rates

We realise that hourly rates don't actually tell you much, as one person may have more experience than another on a particular area (such as dealing with assets overseas) and may then take less time dealing with it. Also the last thing you want is someone taking as long as possible, in order to increase our fees!

So the following is just for guidance. Please call us to discuss your requirements and we will give you either a fixed fee or a firm fee estimate, as mentioned above.


Nicola Dudley £350 plus VAT
Romaine Snashall £250 plus VAT
Ramandip Kaur £175 plus VAT
Jo Pilc £250 plus VAT
Karen Powell £250 plus VAT
Sandy Faulkner £200 plus VAT
Sarah Bridge £300 plus VAT

Disbursements

We can handle the payment of disbursements (costs that are payable to third parties, such as court fees) to make things easier for you. These payments are payable from the estate in addition to our fees. The potential disbursements on the administration of an estate are:

 

Coronavirus

We are still open and working as usual. Our fee earners are working from home and all have remote access to our files and emails. You can telephone our office number and a real human being will answer, not an automated machine. Your call will be put through to whoever is working on your file, or the PA will take a message so we can call you back. We can do online meetings and our Business Co-Ordinator can help you with all our client take-on procedures, so you can do it all without leaving your home if you are self-isolating.

Unfortunately, due to the on-going coronavirus pandemic, many parts of the UK government network have backlogs and/or are taking longer to deal with things than normal. This is definitely the case for the Probate Registry, although the Government is aware of the delays and is trying to bring in extra staff and new systems to resolve the issues. It does however mean that probate applications are taking longer to deal with than normal.

For a no-obligation discussion, call us on + 44(0)345 833 9025

We've listed the areas we can advise on in detail but we don't want to waste your valuable time. If you're not sure whether we can help, just email us or call on + 44(0)345 833 9025. We're happy to have a look at your issues and confirm if we can help.