modern approach to private client law

Our firm provides a comprehensive range of private client law services, designed to protect and manage the personal and financial interests of individuals and families. We assist with estate planning, including the drafting of wills and the creation of trusts, ensuring that your assets are preserved for future generations. Our team also offers advice on wealth management, tax planning, and the administration of estates and probate. Additionally, we provide guidance on lasting powers of attorney, family governance, and the protection of vulnerable family members. Our goal is to offer bespoke solutions that are tailored to your unique needs and circumstances.

Effective estate planning is essential to ensure that your wishes are carried out and that your loved ones are provided for in the most tax-efficient manner. Our firm can assist with drafting comprehensive wills that reflect your intentions, setting up trusts to protect your assets, and advising on strategies to minimise inheritance tax. We also offer support with the probate process, helping executors and beneficiaries navigate the legal and administrative complexities involved in the administration of estates. Our aim is to provide clarity and peace of mind, ensuring that your estate is managed and distributed according to your wishes.

Setting up a trust is an important step in protecting your assets and providing for future generations, but it requires careful consideration and expert legal advice. Key factors to consider include the type of trust that best suits your objectives, the choice of trustees, and the tax implications of the trust structure. Our firm can guide you through the entire process, from selecting the appropriate trust to drafting the necessary documents and ensuring compliance with legal requirements. We work closely with you to understand your goals and develop a trust arrangement that aligns with your long-term plans, offering ongoing support to manage the trust effectively.

Within our team we have extensive experience of delivering a high quality service in all matters relating to Wills, Estate Planning and Estate administration. The team has particular expertise in high value estates and in inheritance tax matters. One member of our team will conduct most of the work on your matter, but we will involve other members where appropriate and in order that work is carried out at the right level.

We can help you through this difficult process by obtaining the Grant of Probate on your behalf. We will also undertake the collecting and distributing of assets.

If you are the executor or administrator of an estate you might want to consider legal representation but are wondering about the fees and costs. Here we give you an overview of the services included and their respective costs. If you have any further questions contact us.

How much does this service cost?

You will appreciate that it is very difficult to estimate a likely fee before we know anything about the nature and complexity of a particular estate. Based on your individual circumstances we'll advise you on the best option for you. Call us today for one of our specialist solicitors to provide you with an estimate.

Obtaining a grant of representation in England and Wales

Obtaining a grant of representation in England and Wales

Our Price

VAT (20%)

Obtaining a Grant (IHT205)

£950 - £3000

£190 - £600

Obtaining a Grant (IHT400)

£2500 - £6000

£500 - £1,200

VAT is a government tax that we are required to charge, and will usually be added at 20% to our fees and disbursements, except where we indicate the disbursements are outside the scope of VAT.

Administration of estate

Our fees for the administration of an estate range between 1% to 4% of the gross value of the estate depending on the complexity of your case and your location. You would be informed of any increase to our estimated fees prior to us carrying out any further work.

1-4% of Gross Estate (minimum fee £2500)

plus hourly rate of £160 - £325 (+20% VAT of £32 - £65)

It is difficult to give an accurate estimate of costs as this does depend on the complexity of the estate which in turn varies depending on the size of the estate, the type of assets held, the number and type of beneficiary etc. The costs can range anywhere between £2,500 - £15,000 (+20% VAT of £500 - £3,000) for a complex case. It can take 3 – 6 months to receive a grant of probate for a standard matter and then a further 6 – 12 months to conclude matters. More complex cases can take between 18 – 24 months to conclude. We will give a full estimate of costs and likely timescales at the start of the matter.

Appling for the grant, collecting & distributing the assets

How much does this service cost?

Our hourly rates range from £160 to £325 (+20% VAT of £32 - £65) depending on the complexity of your case, the experience of the lawyer and your location.

The exact cost will depend on the individual circumstances of the matter.

Please contact us for a quote tailored to your circumstances.