Transparent Charges

If you are looking for the lowest fee, then we are not for you. However, whilst we are not the cheapest, we are certainly not the most expensive.  We seek to provide a quality expert, personal service for a fair cost.

It is very important to us that our fees are transparent and that clients do not receive any unexpected bills.  We will explain the basis of fees prior to commencing any work and wherever possible provide you with a fixed quote.

As a guide our typical fees are detailed below, and we anticipate that the majority of our clients will be charged the illustrative amount. They may however vary depending on increased complexity or additional work, but you will always be kept informed.

 

Wills

We offer a fixed fee service for our professionally drafted Wills giving you great value together with peace of mind.

Our services include:

Single Will £200 plus VAT
Joint or Mirror Wills £350 plus VAT
Codicil £120 plus VAT
Family Will Trusts £350 plus VAT

 

The typical time scale for such work is between 2 and 4 weeks.

There is an optional charge to register wills with the The National Will Register of £20+VAT per will.

Lasting Power of Attorney (LPA)

We similarly are able to offer you a fixed fee and excellent value packages in relation to your LPA.

Single LPA – Either Finance and Property or Health and Welfare £300 plus VAT
2 x LPAs for one person – both Finance and Property and Health and Welfare £450 plus VAT
4 x LPAs for couples – LPA in Finance and Property and for Health and Welfare each £750 plus VAT

 

Please note that there is an additional Registration fee payable currently £82 in order to register each LPA with the Office of The Public Guardian.

The typical time scale for such work is between 3 and 5 weeks.

 

Administration of Estates (Probate) Fees

We offer fixed fee packages tailored to meet your individual needs whether it involves assisting up to obtaining the Grant of Probate or dealing with your entire matter.

Assistance up to the grant of probate

It maybe that you only require our assistance up to obtaining the grant and we can usually discuss this and agree a fixed fee for undertaking such work. 

For a straightforward estate to assist to the point of obtaining the grant of probate our fees start from £750 plus vat and disbursements, for straightforward estates with assets below £325,000.  Our fees increase for larger estates and additional complexity.

The typical time scale for such work is between 3 and 6 months.

 

Dealing with the entire matter – Obtaining the grant of Probate, dealing with Inheritance Tax and Administering the estate.

Generally, our fees for the administration of an estate are charged at 1.5% of the gross value of the estate plus disbursements.

An example, for an estate with total gross assets of £600,000 our fees will be £9,000 plus VAT.

The typical time scale for such work is between 6 and 12 months.

 

Recently the application fee to obtain the Grant of Probate has been increased to a standard £300.

 

Tax, Estate Planning and Other Work

Wherever possible we endeavour to provide a fixed fee quote prior to engagement.  If we are unable to do so our fees are calculated on the following hourly basis:

Partner £235 plus VAT

Solicitor or qualified accountant £205 plus VAT

Support Staff £85 plus VAT

 

Of course, we are happy to discuss further and explain our fees in more detail at your initial appointment  We promise to keep you updated and fully informed as to our costs throughout the legal process.

The time scales given are illustrative only and can vary depending on circumstances often outside our control.

To find out more, get in touch or visit our services page.

Wills and probate Cardiff

We’re excited to find out what we can do for you. Be it a dedicated service or a general inquiry, let’s chat and find out what the next steps are for you.

Institute of Chartered Accountants in England and Wales
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British Estates Succession and Trust Practitioners – the ‘BEST
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The National Will Register