• About Us

Probate

Coping with a death is a difficult emotional experience. In addition when someone dies it is essential that the property and affairs of the person who has died are dealt with properly.

Complex issues can arise relating to inheritance tax, capital gains tax and income tax in the course of dealing with an estate administration.  If you are appointed executor of someone’s Will then we can offer advice and assistance in dealing with the estate administration.  Our advice also includes advising you on taxation issues that are likely to arise in the administration and advice on how to deal with those matters.

Our dedicated team of private client solicitors are here to help you make effective decisions about important aspects of your life. 

For further information or to make an appointment please call Rory Thorp on 0208 449 7326.

SOLICITOR PROFILES AND PRICE TRANSPARENCY - PROBATE

Our team has over 70 years of collective experience in delivering high quality work and advice in a wide spectrum of private client work.

We have five members in the department who may work on your matter. Regardless of who works on your matter, they will be supervised by Rory Thorp, Partner within the private client department.

Rory Justin Thorp, Partner 

Rory is a partner and has over 18 years' experience in private client work, specialising in wills and probate. Rory has been working in this area since he qualified and has helped hundreds of families and individuals.

Rory qualified as a solicitor in 2000 after gaining a 2.1 LLB Hons degree from Middlesex University. In 2006 he completed the Legal Practice Course with Commendation and trained at Parkes Wilshire Johnson before moving on to join our firm in 2014. He became a partner in 2016 and is a member of the Law Society Private Client Section

Nicholas James Osborn – Consultant

Nick joined Derrick Bridges & Co in 1982 and qualified as a solicitor in 1984. He was a partner from 1988 until 2012 when he retired from full time work. Since 2012 Nick has worked on a part time consultancy basis for the firm.

Throughout his time with the firm, Nick has undertaken a variety of areas of work but his specialism is in probate work in which he has over 30 years’ experience and being the only area of work that he now undertakes. Over the years Nick has dealt with a substantial number of estates of varying degrees of complexity.

Joanne McGovern - Associate Solicitor

Joanne qualified as a solicitor in 1996.  She attended the University of Birmingham and completed the Law Society Finals course at De Montford University.

She worked in family law for many years.  Since joining our practice in 2010 she has specialised in Wills, Lasting Powers of Attorney and Estate Administration.  She has successfully passed an additional examination with STEP in Trusts and Estates and has obtained the STEP Advanced Certificate in Will Preparation.  She is also a member of the Law Society Private Client Section.

Debbie Singer - Associate Solicitor

Debbie qualified as a solicitor in 2007.

She attended Queen Mary University of London where she obtained a Law Degree with honours (LLB Hons) in 2003. In 2005 she completed the Legal Practice Course with Commendation.

Debbie then completed her training contract at Edwards Duthie Solicitors in 2007 and after particularly enjoying private client work she joined Thackray Williams LLP as a solicitor specialising in private client. She enjoyed working there until 2011 when she left to start a family and put her management risk assessment and organisational skills to use as a practice manager.

Debbie couldn't stay away from Law for long though and joined Michael Anvoner and Company Solicitors in 2015 where she worked for two years as a private client solicitor before joining our team in May 2017.

Debbie handles a busy and varied caseload including not only probate/estate administration but also Lasting Powers of Attorney and Wills. Debbie also advises on Business Lasting Powers of Attorney.

Geoffrey Dennis – Associate Solicitor

Geoff is the newest member of the team having joined us in January 2019.

He studied Law at University College London and completed the Legal Practice Course at the College of Law with Distinction.

Geoff qualified as a solicitor in 2006 and has specialised in this area since then.   He has worked in various firms both locally and in the City and has gained a wide breadth of experience and knowledge.  

He advises on Wills and Estate/Inheritance Tax planning as well as Estate and Trust Administration ranging in size and complexity. 

Geoff has a particular interest in issues of Mental Capacity, particularly in relation to Lasting Powers of Attorney and Court of Protection applications and has written articles/blogs and delivered seminars on this field.  

He is a member of the Law Society Private Client Section and the Society of Trust and Estate Practitioners (STEP).

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We set out below pricing information for probate work in relation to uncontested cases where all the assets are in the UK. This includes both testate (where there is a will) and intestate (where there is no will) estates and taxable (for inheritance tax) and non-taxable estates.

Applying for the grant, collecting and distributing the assets:

Non taxable estate

We anticipate this will take between 30 and 50 hours work at £250 per hour. Total costs estimated at £7,500 – £12,500 (+VAT) excluding any disbursements.

We charge on a time spent basis.  We do not charge based on a percentage of the estate or on a fixed fee basis but in certain circumstances we may be prepared to do so.

We normally arrange for our fees to be paid from funds held in the estate.

The exact cost will depend on the individual circumstances of the matter. For example, if there is one beneficiary and no property, costs will be at the lower end of the range. If there are multiple beneficiaries, a property and multiple bank accounts, costs will be at the higher end of the range.  Should it appear that we are likely to exceed the top end of the estimate we will provide an updated estimate before carrying out any further work.

We will handle the full process for you. This quote is for estates where:

  • There is a valid will
  • There is no ongoing trust and the deceased was not a beneficiary of any trust;
  • There are no foreign assets in the estate;
  • There is no more than one property
  • There are no more than 7-10 bank or building society accounts;
  • There are no other intangible assets
  • There are 1-4 beneficiaries
  • There are no disputes between beneficiaries on division of assets. If disputes arise this is likely to lead to an increase in costs
  • There is no inheritance tax payable and the executors do not need to submit a full Inheritance Tax account to HMRC
  • There are no claims made against the estate
  • The estate does not need to be registered with HMRC as a complex estate
  •  

Disbursements

No disbursements are included in the fee. 

Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process.

The following are the usual disbursements required but, in some cases, additional disbursements may be necessary. We can give you a more accurate quote once we have more information: 

  • Probate application fee (£155 plus 50p per copy) – Please be aware there is a proposal to increase these fees from April 2019 based on the size of the estate and we will endeavour to provide further information in this regard when it is available.
  • Bankruptcy – only Land Charges Department searches (£2 per beneficiary)
  • S27 advertisement in The London Gazette – Protects against unexpected claims from unknown creditors (£83 set fee)
  • S27 advertisement in a Local Newspaper – This also helps to protect against unexpected claims. (varies depending on which paper and the size of the advertisement, as a guide recent advertisement in Barnet Borough Times was £128)
  • Land Registry fees
  • Stockbroker fees
  •  

Potential additional costs

  • If there is no will and/or the estate consists of any shareholdings (stocks and bonds) there are likely to be additional costs and disbursements that could range significantly depending on the estate and how it is to be dealt with. We can give you a more accurate quote once we have more information.
  •  
  • Dealing with the sale or transfer of any property in the estate is not included.
  •  
  • Dealing with any contentious aspects relating to the Will/Estate is not included.
  •  
  • Dealing with income and capital gains tax returns and registration of complex estate with HMRC is not included and there is a separate cost for this work which will be advised in advance of the work being undertaken. 

 

  • We may need to instruct an accountant or other professional e.g, barrister to deal with complex technical/legal tax issues.   We can give you a more accurate quote once we have more information.
  •  
  • If the estate contains foreign assets and/or if any personal representative/ beneficiary is overseas there are likely to be additional costs and disbursements.  We can give you a more accurate quote once we have more information.
  •  
  • If the will contains any trust eg, nil rate band discretionary or life interest or other discretionary trust, or if the deceased was a beneficiary of any trust there are likely to be additional costs.  We can give you a more accurate quote once we have more information.

 

How long will this take?

On average, estates that fall within this range are dealt with within 10-14 months. Typically, obtaining the grant of representation takes 4-6 months. Collecting assets and post grant work then follows including obtaining clearance from HMRC in respect of Inheritance tax and Income and Capital Gains tax for the estate and distribution of the estate which normally takes 6-8 months. 

Applying for the grant, collecting and distributing the assets:

Taxable estate

We anticipate this will take between 60 and 85 hours work at £250 per hour. Total costs estimated at £15,000 – £25,000 (+VAT) excluding any disbursements.

We charge on a time spent basis.  We do not charge based on a percentage of the Estate or a fixed fee basis but in certain circumstances we may be prepared to do so.

We normally arrange for our fees to be paid from funds held in the estate.

The exact cost will depend on the individual circumstances of the matter. For example, if there is one beneficiary and no property, costs will be at the lower end of the range. If there are multiple beneficiaries, a property and multiple bank accounts, costs will be at the higher end of the range.  Should it appear that we are likely to exceed the top end of the estimate we will to provide an updated estimate before carrying out any further work.

We will handle the full process for you. This quote is for estates where:

  • There is a valid will
  • There is no ongoing trust and the deceased was not a beneficiary of any trust
  • There are no foreign assets in the estate
  • There is no more than one property
  • There are no more than 7-10 bank or building society accounts
  • There are no other intangible assets
  • There are 1-4 beneficiaries
  • There are no disputes between beneficiaries on division of assets. If disputes arise this is likely to lead to an increase in costs
  • Inheritance tax is payable and the executors need to submit a full Inheritance Tax account to HMRC
  • Negotiations with HMRC regarding the Inheritance Tax Account/A corrective account and or a claim for loss relief on sale of shares/land may be required
  • There are no claims made against the estate

 

Disbursements

No disbursements are included in the fee.  Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process.

The following are the usual disbursements required but, in some cases, additional disbursements may be necessary. We can give you a more accurate quote once we have more information: 

  • Probate application fee (£155 plus 50p per copy) – Please be aware there is a proposal to increase these fees from April 2019 based on the size of the estate and we will endeavour to provide further information in this regard when it is available.
  • Bankruptcy – only Land Charges Department searches (£2 per beneficiary)
  • S27 advertisement in The London Gazette – Protects against unexpected claims from unknown creditors (£83 set fee)
  • S27 advertisement in a Local Newspaper – This also helps to protect against unexpected claims. (varies depending on which paper and the size of the advertisement, as a guide recent advertisement in Barnet Borough Times was £128)
  • Land Registry fees
  • Stockbroker fees
  •  

Potential additional costs

  • If there is no will and/or the estate consists of any share holdings (stocks and bonds) there are likely to be additional costs and disbursements that could range significantly depending on the estate and how it is to be dealt with. We can give you a more accurate quote once we have more information.
  •  
  • Dealing with the sale or transfer of any property in the estate is not included.
  •  
  • Dealing with any contentious aspects relating to the Will/Estate is not included.
  •  
  • Dealing with income and capital gains tax returns and registration of complex estate with HMRC is not included and there is a separate cost for this work which will be advised in advance of the work being undertaken. 
  •  
  • We may need to instruct an accountant or other professional eg, barrister or surveyor to deal with complex technical/legal tax issues.   We can give you a more accurate quote once we have more information.
  •  
  • If the estate contains foreign assets, and/or if any personal representative/beneficiary is overseas there are likely to be additional costs and disbursements.  We can give you a more accurate quote once we have more information.
  •  
  • If the will contains any trust eg, nil rate band discretionary or life interest or other discretionary trust, and or if the deceased was a beneficiary of any trust there are likely to be additional costs.  We can give you a more accurate quote once we have more information.
  •  

How long will this take?

On average, estates that fall within this range are dealt with within 12-18 months. Typically, obtaining the grant of representation takes 4-6 months. Collecting assets and post grant work then follows including obtaining clearance from HMRC in respect of Inheritance tax and Income and Capital Gains tax for the estate and distribution of the estate which normally takes 8-12 months. 

 

 

 

 

 

 

 

For further information, help or advice, please fill in our contact form or call us on 0208 449 7326.