Arnison Estate Agents
Impartial. Informed. Assured.
Expert representation for over 150 years.
Appleby: 01768 351591
Penrith: 01768 862007

Probate and the Administration of Estates

Probate

Probate is the formal proving of someone’s Will by a Court.  The Court order is called a grant of probate and this gives legal authority to the executors to administer the Estate.

Estate Administration Service

We offer a three tiered pricing structure for fixed price probate work so you can see which tier applies to your circumstances and what is included for that price.  Some estates will not fall into the fixed price structure and we will give you a specific quote.  Where a range of fees is given we will give you a specific quote based on the nature of assets and number and type of beneficiaries.

Disbursements not included in our fee:

  • Probate application fee of £155
  • £7.00 Swearing of the oath (per executor)
  • Bankruptcy-only Land Charges Department searches (£2.00 per beneficiary)
  • Post in The London Gazette £77.80 – Protects against unexpected claims from unknown creditors.
  • Post in a Local Newspaper, costs vary but we estimate £150-£300 depending on newspaper – This also helps to protect against unexpected claims.
    Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process.
    Potential additional costs
  • If there is no will or the estate consists of any share holdings (stocks and bonds) there is likely to be additional costs that could range significantly depending on the estate and how it is to be dealt with. We can give you a more accurate quote once we have more information.
  • If any additional copies of the grant are required, they will cost £0.50p (1 per asset usually).
  • Dealing with the sale or transfer of any property in the estate is not included.
    How long will this take?
    On average, estates that fall within this range are dealt with within 6-8 months. Typically, obtaining the grant of probate takes 3-6 months. Collecting assets then follows, which can take between 4–8 weeks. Once this has been done, we can distribute the assets, which normally takes 2-4 weeks. (Please note that all estimates are based on lower scale estates. Timescales can vary significantly the more complex an estate becomes.)
    Any inheritance tax payable is classed as a disbursement and will be due from the estate. You can find HMRC’s inheritance tax calculator here: https://www.gov.uk/guidance/hmrc-tools-and-calculators

Tier 1

Basic Estate Administration

Price: £840 + VAT

Tier 2

Estates under £300,000
One property
8 bank accounts or less
No IHT400 needed

Price: £1,560 - £2,300 + VAT

Tier 3

Estate over £300,000
One or more properties
Multiple bank accounts
No IHT400 needed.  Excludes farms and foreign assets

Price: £2,480 - £5,000 + VAT

Please see details of what is included in each tier below;

What is included?

  Tier 1 £840 Tier 2 £1,560 Tier 3 £2,480 Bespoke (Get a Quote)
Identifying who can administer the estate Yes Yes Yes Yes
Obtaining the Will Yes Yes Yes Yes
Collecting information in on the value of the estate No Yes Yes Yes
Arranging payment of funeral costs No Yes Yes Yes
Checking and putting in place house insurance No Yes Yes Yes
Liaising with all utility companies, council tax, TV licence, creditors, store card and club memberships No Yes Yes Yes
Transfer of Inheritance Tax nil rate band if required No No Yes Yes
Short form inheritance tax forms Yes Yes Yes Yes
Obtaining the grant of probate Yes Yes Yes Yes
Collecting in assets. Payment of known debts and liabilities No Yes Yes Yes
Administration of shareholdings, investment portfolios, insurance or pension policies No No Yes Yes
Placing creditor notices No No Yes Yes
Reclaim of income tax (only if the deceased was NOT a self assessed tax payer) No Yes Yes Yes
Reclaim of capital gains tax No No No Yes
Payment of all monetary gifts No Yes Yes Yes
Preparation of an estate account No Yes Yes Yes
Distribution of the estate between the beneficiaries and obtaining receipt for payment No Yes Yes Yes
Estates where the deceased was domiciled abroad No No No Yes
Undertaking a search for a Will No No No Yes
Identifying beneficiaries of the estate No No No Yes
All expenses and probate fees No No No No
Conduct of the matter where a dispute between the party arises No No No Yes
Conveyancing involved in transfer or sale of property No No No No
Long inheritance tax return No No No Yes
Intestate Estates No No No Yes

 

Opening Hours
  Penrith Office Appleby Office
Monday 9am - 5pm 9am - 5pm
Tuesday 9am - 7pm 9am - 5pm
Wednesday 9am - 5pm 9am - 5pm
Thursday 9am - 5pm 9am - 5pm
Friday 9am - 5pm 9am - 5pm
Saturday Pre-arranged appts only CLOSED
Sunday CLOSED CLOSED
Please note Saturday opening is by appointment only. We are also willing to meet with you outside of these hours or to arrange home visits by prior arrangement.