We understand that dealing with probate can often be a distressing and emotional time for family members who may struggle to cope with all the legal and administrative duties that will arise.
How we can help
We know that this is a difficult time for the family of the deceased so when you instruct us we will assign a sympathetic dedicated team member to guide you through. All of our team are very knowledgeable and experienced in dealing with matters of a sensitive and confidential nature. They will be on hand to advise on the financial implications and will lift the burden of probate.
What does it cost?
Our fees start from as little as £1,195 plus VAT and disbursements, for the IHT 205 and the probate application. We are happy to provide a no obligation free of charge quote for more complex matters.
Free consultation and quote
We are happy to offer a free consultation and quote for our probate services and if preferred, we can usually offer a fixed fee quote. There may be disbursements to pay in addition to these fees, such as the fees of the Probate Office for the Grant (and copies of the Grant), full details will be provided on request. Please contact us for details.
Unlike many probate practitioners who charge a percentage of the value of the estate, we charge on a time cost or fixed fee basis. The current charge out rate for our Qualified Probate Practitioners is £160 plus VAT or £192 including VAT, per hour. Administration work carried out by our non-qualified staff will be charged at a significantly reduced rate depending on their experience and seniority. For clients who choose to opt for the time cost basis, we will let you have an indication of the estimated costs at the outset, and will advise at regular intervals whether the estimate is on track or not, and if not why not.
The amount of work involved in administering an estate can vary significantly, so it is difficult to set out the likely costs of dealing with estates without specific details of the circumstances. To give an indication prices start from £1,195 plus VAT for completing the PA1 (application for Grant) and IHT205 plus the disbursements mentioned above.
We can do as much or as little as you want, ranging from simply completing the probate forms to the full service. You are welcome to select which services suit you.
- register the death;
- organise the funeral;
- determine the assets and liabilities of the deceased;
- prepare and submit tax returns to the date of death;
- assist with the application for the appropriate Probate Certificate;
- ensure all relevant tax reliefs are applied for;
- settle the Inheritance Tax and obtain clearance from HMRC;
- realise the assets, discharge all liabilities and expenses;
- pay bequests;
- distribute the assets of the estate to the beneficiaries;
- prepare and submit income tax returns from the date of death and pay any tax due;
- prepare a set of estate accounts.
No two estates are exactly the same which means the length of time it takes to administer an estate will vary depending upon its size and complexity along with matters outside our control such as the quality and speed of information being provided to us. For instance an estate comprising of money in a couple of bank accounts, some jewellery and say a car, is likely to only take a couple of months, whereas one with complex trusts, foreign or business assets is likely to take longer, in some cases over 12 or even 18 months. However long it takes we will let the executors have regular updates on the progress of the administration of the estate.
Please note that prices quoted for Probate work do not contain VAT.
McCabe Ford Williams is licensed by the Institute of Chartered Accountants in England and Wales (ICAEW) to carry out the reserved legal activity of non-contentious probate in England and Wales. Our probate team includes Chartered Accountants, Tax Advisors and Insolvency Practitioners who bring a wealth of expertise in dealing with all probate and tax matters.
Our firm’s reference number with the ICAEW is C005341462.
For details of our Policy for dealing with vulnerable people please click here.
If you would like to talk to us about how we can improve our probate service to you, or if you are unhappy with the service you are receiving, please let us know by contacting Amanda Ireland. We will consider carefully any complaint that you may make about our probate services as soon as we receive it and will do all we can to resolve the issue. We will acknowledge your complaint within five business days of its receipt and endeavour to deal with it within eight weeks. Any complaint should be submitted to us in writing.
If we do not deal with it within this timescale or you are unhappy with our response we give you, you may of course take the matter up with our professional body the Institute of Chartered Accountants in England and Wales and the Legal Ombudsman. Complaints to the Legal Ombudsman should be made within six years of the act or omission or within three years of you becoming aware of the issue, and in either case within six months of our written response to your complaint to us. The contact details for the Legal Ombudsman are by post to PO Box 6806, Wolverhampton WV1 9WJ, by e-mail to email@example.com and by telephone on 0300 555 0333.
In the unlikely event that we cannot meet our obligations to you, you may be able to seek a grant from the Compensation Scheme of the Institute of Chartered Accountants in England and Wales. Generally, applications for a grant must be made within twelve months of the time that you become aware, or reasonably ought to have become aware of the loss. Further information about the scheme and the circumstances in which grants may be made is available at www.icaew.com/probate.
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