Personal Life

Probate & Estate Administration Fees

At Mowbray Woodwards we let you decide how much assistance you would like us to provide when dealing with the estate of someone who has died. This applies whether there is a Will or if the person died without having made a Will (‘intestate’). We can help you with whatever you need, from obtaining the Grant of Probate to assisting you with the entire administration of an estate. In this way you have control over the costs involved in the process.

We are committed to being open and upfront about the costs involved from the offset. In many cases we are able to agree a fixed price, or we will provide you with an estimate which will be based on the work involved and the time we expect it to take. Each case is different so we will tailor the service to meet your individual needs.

For an indication of costs, timescales and the work involved, please see below.

If you would like to discuss a matter with one of our specialist solicitors please call 01225 485700 or email hello@mowbraywoodwards.co.uk 

View Initial Advice Meeting

At our first meeting with you we will spend around an hour reviewing any Will that has been prepared, or if there is no Will explain who is entitled to receive the estate under the intestacy rules, and discuss next steps of the process. 

Following this meeting we will write to you with a summary of the advice we have given. 

If, after this meeting, you decide to instruct us to deal with the estate administration the fee for this initial meeting will be off-set against your future costs.

£295 inclusive of VAT

View Grant of Probate - No inheritance tax payable - Modest estate

This option removes the stress of having to complete the forms needed to obtain a Grant of Probate. You provide us with information about the estate which we will review and check. Our friendly and experienced lawyers will complete the forms and apply for a Grant of Probate.  Once the Grant is obtained you can deal with encashing or transferring assets yourself. 

Fixed fee of £1,250 plus VAT (£1,500 including VAT)

This fee applies where:

  • There is a valid Will or if a person died without a Will
  • No inheritance tax is payable
  • The short form inheritance tax return (IHT205) may be completed
  • No claim is being made for an Inheritance Tax transferable nil rate amount 

Our service will include:

  • Personal meetings with you to run through what is required and sign the necessary forms
  • Regular contact by phone, email or letter to let you know how matters are progressing
  • Placing notices in papers, if desired, to limit liability of executors
  • Establishing the value of all assets and liabilities in the estate
  • Establishing the value of gifts and transfers made by the deceased prior to death which have to be disclosed for inheritance tax purposes
  • Completing the short form inheritance tax return (IHT205)
  • Completing the executors’ oath and arranging for its signing
  • Submitting forms to the Probate Registry to obtain a Grant of Probate
  • Passing the Grant of Probate to you

This service does not include administering the estate following obtaining a Grant of Probate. Such work may include encashing bank accounts, selling property, transferring assets to beneficiaries, completing income tax returns and estate accounts. You may instruct us initially to obtain a Grant only and subsequently instruct us to administer the whole estate. If requested to do this we would provide an estimate of our charges before commencing such work and agree this with you.

 In addition there will be some further costs to pay:

  • £155 application fee for a Grant of Probate plus 50p per copy of the Grant 
  • £160 (estimated) Statutory notice fee where notices are placed in papers, if desired, to protect the executors, giving creditors a limited period to come forward

How long will it take?

The timescale will depend on the particular circumstances of the estate. We would expect to receive a Grant within eight to twelve weeks of commencing working for you.

View Grant of Probate - No inheritance tax payable - Large estate

This service removes the stress of having to complete the forms needed to obtain a Grant of Probate. You provide us with information about the estate which we will review and check.  Our friendly and experienced lawyers will complete the forms and apply for a Grant of Probate. Once the Grant is obtained you can deal with encashing or transferring assets yourself.

We will charge a fixed fee for this service, however we cannot provide a quote without knowing details about the estate. Fees start from £2,000 plus VAT (£2,400 including VAT). The average charge for providing this service is £2,250 plus VAT (£2,700 including VAT).

This fee applies where:

  • There is a valid Will or if a person died without a Will
  • No inheritance tax is payable
  • The long form inheritance tax return (IHT400) has to be completed

Our service will include:

  • Personal meetings with you to run through what is required and sign the necessary forms
  • Regular contact by phone, email or letter to let you know how matters are progressing
  • Placing notices in papers, if desired, to limit liability of executors
  • Establishing the value of all assets and liabilities in the estate
  • Establishing the value of gifts and transfers made by the deceased prior to death which have to be disclosed for inheritance tax purposes
  • Completing the long form inheritance tax return (IHT400)
  • Submitting Inheritance Tax return to HMRC
  • Completing the executors’ oath and arranging for its signing
  • Submitting forms to the Probate Registry to obtain a Grant of Probate
  • Passing the Grant of Probate to you

This service does not include administering the estate following obtaining a Grant of Probate. Such work may include encashing bank accounts, selling property, transferring assets to beneficiaries, completing income tax returns and estate accounts. You may instruct us initially to obtain a Grant only and subsequently instruct us to administer the whole estate. If requested to do this we would provide an estimate of our charges before commencing such work and agree this with you.

In addition there will be some further costs to pay:

  • £155 application fee for a Grant of Probate plus 50p per copy of the Grant
  • £160 (estimated) Statutory notice fee where notices are placed in papers, if desired, to protect the executors, giving creditors a limited period to come forward

How long will it take?

The timescale will depend on the particular circumstances of the estate. We would expect to receive a Grant within four to five months of commencing working for you.

View Grant of Probate - Inheritance tax payable

This service removes the stress of having to complete the forms needed to obtain a Grant of Probate.  You provide us with information about the estate which we will review and check. Our friendly and experienced lawyers will complete the forms, arrange for payment of Inheritance Tax and apply for a Grant of Probate. Once the Grant is obtained you can deal with encashing or transferring assets yourself.

We will charge a fixed fee for this service, however we cannot provide a quote without knowing details about the estate. Fees start from £3,000 plus VAT (£3,600 including VAT). The average charge for providing this service is £3,500 plus VAT (£4,200 including VAT).

This fee applies where:

  • There is a valid Will or if a person died without a Will
  • Inheritance tax is payable
  • The long form inheritance tax return (IHT400) has to be completed
  • No claim is being made for Gifts out of Income relief

Our service will include:

  • Personal meetings with you to run through what is required and sign the necessary forms
  • Regular contact by phone, email or letter to let you know how matters are progressing
  • Placing notices in papers, if desired, to limit liability of executors
  • Establishing the value of all assets and liabilities in the estate
  • Establishing the value of gifts and transfers made by the deceased prior to death which have to be disclosed for inheritance tax purposes
  • Completing the long form inheritance tax return (IHT400)
  • Completing the executors’ oath and arranging for its signing
  • Advising you of the amount of Inheritance Tax which is payable
  • Arranging payment of Inheritance Tax
  • Submitting forms to the Probate Registry to obtain a Grant of Probate
  • Passing the Grant of Probate to you

This service does not include administering the estate following obtaining a Grant of Probate. Such work may include encashing bank accounts, selling property, transferring assets to beneficiaries, completing income tax returns and estate accounts. You may instruct us initially to obtain a Grant only and subsequently instruct us to administer the whole estate. If requested to do this we would provide an estimate of our charges before commencing such work and agree this with you.

In addition there will be some further costs to pay:

  • £155 application fee for a Grant of Probate plus 50p per copy of the Grant
  • £160 (estimated) Statutory notice fee where notices are placed in papers, if desired, to protect the executors, giving creditors a limited period to come forward

How long will it take?

The timescale will depend on the particular circumstances of the estate. We would expect to receive a Grant within four to six months of commencing working for you.

View Full Grant of Probate & Estate Administration

This comprehensive service takes away the all stress of having to deal with an estate yourself. We will handle all aspects of the administration other than any matters you wish to manage yourself. You have the comfort of knowing that friendly and experienced professionals are handling the complex task of administering the estate. We will complete all necessary paperwork, obtain a Grant of Probate, arrange payment of Inheritance Tax, distribute the estate in accordance with the Will and produce Estate Accounts. We will also advise you fully on all relevant tax issues. 

We will charge on the basis of the time taken for dealing with the estate at the rates of the lawyers involved. Before you commit yourself to any legal costs we will provide you with an estimate of our fees based on the information you have provided about the estate.

The costs for this service start at £3,500 plus VAT (£4,200 including VAT) for a relatively straightforward estate. The average cost for providing this service is £6,000 plus VAT (£7,200 including VAT).

In addition there will be some further costs to pay:

  • £155 application fee for a Grant of Probate plus 50p per copy of the Grant
  • £160 (estimated) Statutory notice fee where notices are placed in papers, if desired, to protect the executors, giving creditors a limited period to come forward

Work will be delegated to an appropriate member of our team taking account of the complexity of the work and the experience of the lawyer. The hourly rates of the lawyers who may be involved in dealing with your matter are:

  • Paralegal: £125 plus VAT (£150 including VAT)
  • Solicitor/Chartered Legal Executive: £130 - £180 plus VAT (£156 - £216 including VAT)
  • Associate: £210 - £220 plus VAT (£252 - £264 including VAT)
  • Partner: £250 plus VAT (£300 including VAT)

Our service will include:

  • Personal meetings with you to discuss the administration and sign the necessary forms
  • Regular contact by phone, email or letter to let you know how matters are progressing
  • Placing notices in papers, if desired, to limit liability of executors
  • Reviewing all paperwork provided to us by you
  • Establishing the value of all assets and liabilities in the estate
  • Establishing the value of gifts and transfers made by the deceased prior to death which have to be disclosed for inheritance tax purposes
  • Advising on and claiming Inheritance Tax Nil Rate Amount and Residence Nil Rate Amount (including amounts transferable from spouse)
  • Advising on and applying for any additional available Inheritance Tax reliefs (such as Business Property Relief, Agricultural Property Relief, Gifts out of Income Relief etc)
  • Completing the Inheritance Tax return (IHT400)
  • Completing the executors’ oath and arranging for its signing
  • Advising you of the amount of Inheritance Tax, if any, which is payable
  • Arranging payment of any Inheritance Tax due
  • Submitting application to the Probate Registry to obtain a Grant of Probate
  • Arranging encashment or transfer of all assets in the estate including investments and property, and arranging closure of bank accounts
  • Advising on Capital Gains Tax when encashing estate assets to minimise any tax liability
  • Dealing with Income Tax returns for the period of the administration of the estate
  • Conducting bankruptcy searches against beneficiaries
  • Distributing the estate in accordance with the Will or intestacy rules
  • Completing Estate Accounts providing a comprehensive record of all financial movements in the estate
  • Providing tax deduction certificates to the residuary beneficiaries which they require for their tax returns

Our usual service does not include the following, although we are happy to deal with this and will provide separate costs if required:

  • Dealing with the deceased’s income tax affairs in the period prior to death 
  • Implementing and advising on the terms of trusts included in a Will
  • Conveyancing of the deceased’s property or properties - our property team will be happy to help you with this.

How long will it take?

The timescale will depend on the particular circumstances of the estate. Typically we would expect a straightforward estate to have completed the administration in around 4 - 9 months.  For a complex estate the whole process could take up to 18 months. Please be aware that many factors outside our control can lead to these timescales being exceeded. This could include claims brought against the estate, DWP and HMRC enquiries, missing beneficiaries and waiting for a property to sell.

The service was excellent - professional, friendly, precise. We would recommend without hesitation.

I have received excellent and efficient service., even for a small matter, I was treated with great courtesy and respect.

I liked the approach, unrushed and considerate.