Gold Package - £2,475 + VAT + Disbursements

This is a full administration package designed for those who would rather instruct solicitors to deal with all the legal work.

Gold Package - £2,475 + VAT + Disbursements

If you choose our Gold Package, you will receive the following services.

• Receive and review death certificate, original Will (if there is one) and all paperwork relating to the assets and liabilities.
• Obtain values of all assets and liabilities by writing to organisation concerned.
• Preparing Death Certificate Verification Form
• Registration of death with all known creditors
• Registering the death with all known pension providers
• Registering the death with HMRC for Income Tax purposes
• Calculation of the gross and net values of the Estate
• Calculation of the Inheritance Tax (IHT) due
• Preparation of the IHT account to include a claim for a transferable Nil Rate Band
• Making payment of the IHT from the Estate assets
• Preparation of the Oath for Personal Representatives/Administrators
• Applying to the Probate Registry for the Grant of Probate
• Dealing with any queries from the Probate Registry
• Receive the Grant of Probate
• Register the Grant with all known asset holders and collect in the assets of the Estate
• Place statutory advertisement (if required)
• Pay all known debts and liabilities of the Estate
• Review the income tax position to the date of death
• Deal with the income tax position for the administration period
• Deal with the capital gains tax position for the administration period.
• Undertake a bankruptcy search against all beneficiaries
• Pay legacies
• Prepare Estate Accounts
• Obtain Personal Representative approval of the Estate Accounts
• Obtain residuary beneficiaries approval of the Estate Accounts
• Liaising with beneficiaries
• Distributing the residuary Estate

• Advice on the meaning of the Will or intestacy provisions
• Advice on searching for lost assets
• Advice on statutory advertising to protect the Personal Representatives

Estimated disbursements will include:

• Commissioners fee - £11 for each Personal Representative swearing the Oath, plus £2 for each exhibit (the original Will and nay codicil(s)).
• Probate application fee - £155, plus 50p for every additional sealed copy.
• Valuation fees (for property, land, chattels, shares etc) - to be ascertained.
• Lost asset search - from £150
• Statutory advertisement - from £250
• Bankruptcy search - £2 per name

For a comparison between the packages, please click here.