Case Study

Calculating Inheritance Tax and obtaining a grant of probate

Simple Will, high-value assets but easily identifiable

The person who has died has a simple Will with one or more beneficiaries and assets which are well understood and easy to value.

Valuations are reasonably easily obtained and there are no complicating factors.

The relevant Inheritance Tax form IHT400 and supplementary pages are prepared and the probate application made on behalf of the executors.

The executors deal with the administration of the estate themselves, though require some support along the way.

Total fees between £2,500 and £3,500 plus VAT.

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