Complex Probate Full Estate Administration

Are you too busy to deal with the full administration of an Estate? Our friendly experts will work on your case to obtain a certified grant of probate and calculate any income or inheritance tax liabilities where appropriate and deal with all the estate management, such as dealing with banks and distributing monies to beneficiaries. Where you wish us to. Holding funds in Escrow.

This service applies to you if any of the below apply,

  • You do not want the work of dealing with the estate.
  • Overseas assets more than £100,000
  • Total estate value is over £325,000
  • Gifts of more than £150,000 were given in the last 7 years.
  • Cases with a will
  • Cases without a will (non-contentious instate)

What’s Included

  • Taking your instructions.
  • Liaising with asset holders on your behalf.
  • Assessing the nature, extent, and value for inheritance tax purposes of the Assets of the Estate.
  • Assessing the nature, extent, and value for inheritance tax purposes of the Liabilities of the Estate.
  • Arranging any insurances for any property that needs to be safeguarded during the period of the administration.
  • Engaging with HMRC as to the valuations of assets or of liabilities contained within the data retrieved by us or supplied to us.
  • Engaging HMRC as to the basis of calculation of any past current or future liability to inheritance tax, capital gains tax, income tax, or any other taxes triggered by the application for probate.
  • The preparation of IHT205 or IHT 400 for HMRC.
  • Engaging with the Department of Works and Pensions regarding any liability of the Deceased arising from overpaid benefits or from the ineligibility of the deceased due to any oversight in providing full disclosure of capital or income.
  • The preparation of the Statement of Truth for the Probate Registry.
  • Engaging with charities and their designated officers on your behalf.
  • Keeping you updated by phone or email or another method of your choice.
  • Procuring the Grant of Probate or Grant of Letters of Administration.
  • Collecting in assets, closing accounts, or discharging any liabilities of the estate.
  • Arranging for final distribution among entitled beneficiaries.
  • Preparing final estate accounts covering the period of administration of the estate.
  • Providing you unlimited support over the phone from Monday to Friday, 7 am to 11 pm and weekends from 9 am to 5 pm.
  • Probate registry fee.
  • Stop unwanted mail addressed to the deceased and safeguard against identity theft.

What isn’t included

  • Attending Inquests or liaising with the Coroner’s Service.
  • Arranging funerals or cremation services.
  • Authenticating or dealing with any problems arising from the form or content of any Will or Codicil with the Will (where the original is lost, destroyed, defaced or incomplete, or otherwise in a physical state giving rise to further query or investigation by the probate registry).
  • Investigating or looking into any asset or liability data supplied by you, your accountant or your financial adviser, or any third party authorised by you.
  • Dealing with the sale or transfer of any property in the estate. (£499 extra)
  • Dealing with the purchase or transfer of assets between beneficiaries.
  • Dealing with the sale or transfer of any property in the estate. (£499 extra)
  • Estate planning for beneficiaries or their families.
  • Preparing Deeds of Variation in respect of inheritance tax or capital gains tax.
  • Preparing Income Tax Returns for the Deceased or his estate or for beneficiaries.
  • Administering any trusts created by the Deceased or by the Deceased’s Will.
  • Challenging any assessment of residential care fees liability of the Deceased.
  • Challenging the financial management of the Deceased’s funds by former attorneys or deputies.
  • Arbitrating or mediating disputes between beneficiaries
  • Dealing with any claim or claims made against the estate (whether made by any third-party creditor or by any beneficiary or any claimant whether named in the Will or entitled by reason of the application of the rules of intestacy or otherwise).
  • £2 for each extra certified copy of the grant of probate.
  • Published statutory notices in the London Gazette and local newspaper to protect you from challenges to the estate (See Extra Services)

 

Land Registry Changes

If you intend to keep a property that you have inherited then you will need to change the records at Land Registry. We can do this for you. NOTE:  Do not buy the land registry package if you intend to sell the property.

Selling Conveyancing 

 

£2,699.00

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Further Information

What we do for our Probate Full Administration Fee of £2,699*

These are the services we undertake to complete your grant of probate.

    • Taking your instructions.
    • Liaising with asset holders on your behalf.
    • Assessing the nature, extent, and value for inheritance tax purposes of the Assets of the Estate.
    • Assessing the nature, extent, and value for inheritance tax purposes of the Liabilities of the Estate.
    • Arranging any insurances for any property that needs to be safeguarded during the period of the administration.
    • Engaging with HMRC as to the valuations of assets or of liabilities contained within the data retrieved by us or supplied to us.
    • Engaging HMRC as to the basis of calculation of any past current or future liability to inheritance tax, capital gains tax, income tax, or any other taxes triggered by the application for probate.
    • The preparation of IHT205 or IHT 400 for HMRC.
    • Engaging with the Department of Works and Pensions regarding any liability of the Deceased arising from overpaid benefits or from the ineligibility of the deceased due to any oversight in providing full disclosure of capital or income.
    • The preparation of the Statement of Truth for the Probate Registry.
    • Engaging with charities and their designated officers on your behalf.
    • Keeping you updated by phone or email or another method of your choice.
    • Procuring the Grant of Probate or Grant of Letters of Administration.
    • Collecting in assets, closing accounts, or discharging any liabilities of the estate.
    • Arranging for final distribution among entitled beneficiaries.
    • Preparing final estate accounts covering the period of administration of the estate.
    • Providing you unlimited support over the phone from Monday to Friday, 7 am to 11 pm and weekends from 9 am to 5 pm.
    • Probate registry fee.
    • Stop unwanted mail addressed to the deceased and safeguard against identity theft.

    What isn’t included

    • Attending Inquests or liaising with the Coroner’s Service./li>
    • Arranging funerals or cremation services.
    • Authenticating or dealing with any problems arising from the form or content of any Will or Codicil with the Will (where the original is lost, destroyed, defaced or incomplete, or otherwise in a physical state giving rise to further query or investigation by the probate registry).
    • Investigating or looking into any asset or liability data supplied by you, your accountant or your financial adviser, or any third party authorised by you.
    • Dealing with the sale or transfer of any property in the estate. (£499 extra)
    • Dealing with the purchase or transfer of assets between beneficiaries.
    • Dealing with the sale or transfer of any property in the estate. (£499 extra)
    • Estate planning for beneficiaries or their families.
    • Preparing Deeds of Variation in respect of inheritance tax or capital gains tax.
    • Preparing Income Tax Returns for the Deceased or his estate or for beneficiaries.
    • Administering any trusts created by the Deceased or by the Deceased’s Will.
    • Challenging any assessment of residential care fees liability of the Deceased.
    • Challenging the financial management of the Deceased’s funds by former attorneys or deputies.
    • Arbitrating or mediating disputes between beneficiaries
    • Dealing with any claim or claims made against the estate (whether made by any third-party creditor or by any beneficiary or any claimant whether named in the Will or entitled by reason of the application of the rules of intestacy or otherwise).
    • £2 for each extra certified copy of the grant of probate.
    • Published statutory notices in the London Gazette and local newspaper to protect you from challenges to the estate (See Extra Services)

Disbursements

This is a list of possible disbursements that apply to probate matters and their cost.

  • Inclusive Courier service to collect documents from you FREE (Additional Collections £30 each)
  • Probate Registry fee for grant of probate INCLUDED (Compulsory court charges applies to all probate court cases with any probate specialist or solicitor) (If you do this yourself the cost will be £215)
  • Optional: Certified copies of the grant of probate including postage £2 each
  • Provide Published statutory notices in the London Gazette to protect you from challenges to the estate £200
  • Provide notices in local newspapers to protect you from challenges to the estate £245
  • Optional: Registering you as the new owner of a property at HM Land Registry £499 (Note: This is not to be purchased if you intend to sell the property).
  • Conveyancing (For Property Selling) £529
  • Land Registry Fees are based on property value. Up to £500,00 is Inclusive. From £500,001 to £1m it is £120 From £1m or above it is £180 

Please note that these fees are not an exhaustive list but fees that are possibly relevant to the package you are currently looking at. If you are unsure about anything you can chat to us on messenger, request a callback, or call us on freephone 0808 188 9008 

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