Estate solutions: full estate administration

A service for those looking to instruct a professional to take on the entire probate and estate administration process

Full estate administration

Fee from £2,200 excluding VAT and the Probate fee

What is this?

We can complete the full estate administration after being appointed by the named Executor or Administrator. This allows the Executor or Administrator to relinquish all legal and financial responsibility, removing the stress and hassle off their shoulders.

We will:

  • Contact utility companies
  • Value the assets and liabilities
  • Obtain property valuation and sale (if applicable)
  • Contents valuation (if applicable)
  • Postal redirection (if applicable)
  • Apply for the Grant of probate (Confirmation in Scotland)
  • Complete the relevant Inheritance Tax forms and supporting forms where necessary
  • Ensure the Inheritance Tax is paid within the HMRC guidelines
  • Complete Income Tax work for the year of death
  • Review the estate for Capital Gains Tax
  • Set up any Trusts that may be in the Will
  • Selling or transferring shares
  • Register unregistered properties
  • Settle all debts and administration expenses
  • Distribute funds to surviving spouse of civil partner and obtain confirmation of funds received
  • Produce estate accounts

Additional fees


Transfer NRB allowance from first death

£150


Deed of Variation

£175 - £700


To transfer the residence NRB allowance

£150


Will search

£114


IHT 400 complex tax return

£400


Affidavit

£175 

We price our full estate administration with a transparent, upfront, fixed fee.

The fee is payable from the estate later in the process. Our Client Services Team are the first point of contact to gaining a fixed price quote.

Other solutions for the probate process:

Option One

GRANT ONLY

Obtain the Grant of Probate.

£950 including VAT
excluding Probate Fee

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Option Two

GRANT AND ASSETS

Includes collecting in and distributing up to three assets, or transferring them to up to two beneficiaries. An asset does not include property.

£1,450 including VAT
excluding Probate Fee

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Option Three

GRANT, TRUSTS AND PROPERTY SOLUTIONS

1. Grant and transfer of property
2. Grant and Trust of property
3. Grant and Nil Rate Band Discretionary Trust
 

Each option has a fee of £1,950 including VAT
excluding Probate Fee

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Clifton Black

Need to know more?

Our dedicated team of specialists are always here to help.

0300 303 9000

Mon-Thurs, 8am-7pm and Fri, 8am - 5pm
 
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