Case Study

When acting on behalf of executors to administer estate with full information

Good information provided, assets not complex

We are asked to undertake the full process of identifying the estate’s assets from the information provided, notifying all relevant parties, valuing the estate and calculating, declaring and arranging payment of Inheritance Tax.

The person has a reasonably straightforward Will. Valuations are reasonably easily obtained and there are no complicating factors.

The probate application is made on behalf of the executors.

We collect in the estate’s assets, pay any debts and distribute the remaining assets/funds to the beneficiaries after having placed the necessary death notices advertising for creditors.

We prepare accounts for the estate and complete the necessary returns to HMRC in respect of Income Tax and/or Capital Gains Tax.

Total fees between £9,500 and £12,500 plus VAT.

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