Wills

Basic Will £350 plus VAT: A straightforward will that outlines your wishes for the distribution of your estate and appoints executors to carry out those wishes. Ideal for individuals with simple estate planning needs.

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Mirror Wills £500 plus VAT: Two almost identical wills for couples, typically reflecting each other’s wishes. Commonly used by spouses or partners to leave their estate to each other or shared beneficiaries.

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Life Interest Trust Wills £795 plus VAT: Wills that include a life interest trust, allowing someone (e.g., a spouse) to use assets such as property or income for their lifetime, with the remainder going to other beneficiaries.

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Mirror Life Interest Trust Wills £950 plus VAT: A pair of life interest trust wills for couples, offering the same protection and flexibility as above but tailored to both partners.

 

Discretionary Trust Wills £1,000 plus VAT: These allow trustees discretion over how to distribute the estate’s assets, offering flexibility to support beneficiaries according to their needs and circumstances.

 

Mirror Discretionary Trust Wills £1,500 plus VAT: A set of wills for couples with discretionary trusts, giving trustees control over asset distribution for joint estates.

 

Probate Services

Probate Application Only £995 plus VAT: Assisting with the legal process to validate a will and grant probate, enabling executors to administer the estate.

 

Probate Obtaining Date of Death Figures, £1,500–£2,000 plus VAT: Involves gathering the necessary financial information from institutions to apply for probate.

 

Estate Administration IHT400 Application Only £2,000–£3,000 plus VAT: Preparing and submitting the complex IHT400 inheritance tax forms for the estate.

 

Full Estate Administration IHT400 Hourly rate £260 plus VAT: Comprehensive service to manage the estate, including tax compliance, asset distribution, and legal administration.

 

Additional Probate Costs 

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Application for the Grant of Representation - £300 

Additional copies of the Grant - £1.50 per copy 

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​Trust Services

Trust Creation £1,500 plus VAT: Setting up a trust to protect assets, whether for tax planning, wealth management, or safeguarding future generations.

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Trust Registration Service £350 plus VAT: Ensures compliance with HMRC regulations by registering the trust on the online Trust Registration Service.

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Trust Administration hourly rate £260 plus VAT: Ongoing management of a trust, including compliance, asset management, and communication with beneficiaries.

 

Tax and Report

Inheritance Tax Report from £1,500 plus VAT: A detailed analysis and calculation of inheritance tax liabilities, incorporating strategies to reduce the tax burden where possible.

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Additional Services

Severance of Joint Tenancy £100 plus VAT: A legal process to change joint property ownership to "tenants in common," essential for more complex estate planning or protecting portions of property in a trust.

 

Letter of Wishes from £150 plus VAT: A non-binding document offering guidance to executors or trustees on how to administer the estate or trust in alignment with your personal wishes.