Case Study

Obtaining a grant of probate

Easily identifiable assets, no Inheritance Tax

The person who has died has a simple Will and assets which are well understood and easy to value, such as bank accounts and/or quoted shares held with investment managers.

The estate is not subject to Inheritance Tax and is not one for which a full IHT account is required to be submitted because the assets are either passed to a surviving spouse or civil partner or the total value is within the relevant thresholds.

Valuations are easily obtained and there are no complicating factors.

The relevant Inheritance Tax form IHT205 is able to be completed and the probate application made on behalf of the executors.

The executors deal with the administration of the estate themselves.

Total fees between £1,500 and £2,000 plus VAT.

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