Detailed information about our International Probate and Cross Border Estate Administration service

Review of Grant application papers prepared by personal representatives

Our cross border and international service applies when there is a cross border element to deal with such as a foreign property or a person is domiciled in a foreign jurisdiction. Please note, our service only covers England and Wales, and does not include reviewing documents required for a Grant application in any other jurisdiction. Our review service provides you with a review of the English Grant application papers that been prepared by the personal representatives (executor or administrators). Once we have completed our review, we will advise the personal representatives of whether or not the application documents are correct. We have provided detailed information below about what our service includes.

What our service includes:

If IHT207 is required

Review of IHT207 prepared by the personal representative.

Review of Legal Statement or PA1P or PA1A prepared by the personal representative.

Confirmation of whether the information provided to us by the personal representative has been correctly entered into the probate application papers and IHT207.

If IHT400 is required and no Inheritance Tax is due

Review of IHT400 and schedules prepared by the personal representative.

Review of Legal Statement or PA1P or PA1A prepared by the personal representative.

Confirmation of whether the information provided to us by the personal representative has been correctly entered into the probate application papers and IHT400.

Confirmation of whether additional IHT400 schedules need to be completed (based on information provided to us by the personal representative).

If IHT400 is required and Inheritance Tax is due (regardless of value)

Review of IHT400 and schedules prepared by the personal representative.

Review of Inheritance Tax calculation and payment forms (IHT423).

Review of Legal Statement or PA1P or PA1A prepared by the personal representative.

Confirmation of whether the information provided to us by the personal representative has been correctly entered into the probate application papers and IHT400.

Confirmation of whether additional IHT400 schedules need to be completed (based on information provided to us by the personal representative).

What our service does not include:

Advice on funding Inheritance Tax.

Advice on foreign law.

Advice to the personal representatives about the estate administration or their duties as personal representatives.

Any part of the estate administration.

Completion of Inheritance Tax calculation including calculation of interest due on Inheritance Tax.

Confirmation that all assets or liabilities have been identified.

Confirmation of the value of estate assets or liabilities.

Payment of Inheritance Tax or other costs.

Submission of the probate application.

Updating or amending application papers.

Our legal fees:

£995 – no Inheritance Tax due – IHT207 required

£1,495 – no Inheritance Tax due – IHT400 required

£2,495 – Inheritance Tax due – Estate value less than £2m

£3,495 – Inheritance Tax due – Estate value over £2m

Please note that we are not currently charging VAT on our fees.

Fees for advice provided by foreign lawyers will be confirmed by them. Our fees do not include any advice provide by foreign lawyers.

What our legal fees do not include:

No other fees are expected to be due in relation to the service provided by us. However, we have listed below fees that may need to be paid when the personal representative deals with an application for a Grant of Representation. Please note, our legal fees do not include Inheritance Tax and this is paid from the estate of the person that has died. For further information about Inheritance Tax please see our Guide to Inheritance Tax or visit the Gov.UK website.

Likely to be paid in most cases:

£155 – Probate Registry – Grant application fee

£1.50 – Probate Registry – Copy Grant fee (per copy)

£200 to £300 – Trustee Act Notices to Creditors (estimate)

£3 – Land Registry title check fee (per property title)

£20 up to £910 – Land Registry Fees for transferring or assenting the property (dependant on property value)

Please note that we are not currently charging VAT on our fees.

Our Legal Fees that may be due on some but not all cases:

£995 – Appointment or removal of trustees (paid from the trust)

£495 to £995 – Disclaiming or varying an inheritance (paid by the person disclaiming or varying their inheritance)

£250 – Assent or transfer of registered property (per property title) (paid from the estate)

£1,995 – Providing advice to trustees on a one off basis (paid from the trust)

Please note that we are not currently charging VAT on our fees.

Other professional fees that may be due on some but not all cases:

Accountant fees for dealing with business tax returns or personal tax returns to up date of death.

Auctioneer fees if selling personal possessions or household contents.

Foriegn lawyer’s fees.

Property clearance fees.

Share registrar fees for lost share certificate indemnity.

Solicitor fees for selling a property.

Solicitor fees for selling a business.

Stockbroker fees for transferring or selling shares.

 

How long will it take (estimated time frame):

Four weeks.

Who will carry out the work:

Your work will be carried out by Paul ClarkTEP who is a solicitor specialising in cross border estates. He is a full member of STEP and obtained a distinction in the STEP Advanced Certificate in Cross Border Estates. He has over 5 years post qualification experience as a solicitor.

Paul Clark is the managing director of Spall Clark Solicitors and has overall responsibility for all probate matters.

Grant application only service

Our cross border and international service applies when there is a cross border element to deal with such as a foreign property or a person is domiciled in a foreign jurisdiction. Please note, our service only covers England and Wales, and does not include dealing with a Grant application in any other jurisdiction. We will deal with the Grant application in England and Wales which includes completion of an application via the online portal or by post (depending on circumstances), completion of the Inheritance Tax return and all correspondence with the Probate Registry. If Inheritance Tax is due, we will liaise with HMRC and will complete the documents required to pay Inheritance Tax. The personal representatives are responsible for obtaining and verifying the information required for the grant application and for completing the remainder of the estate administration.

Summary of the overall process:

If IHT207 required

Stage One
  1. The personal representatives will need to provide us with full details of the value of all assets and liabilities of the deceased both in the UK and abroad.
  2. We will review the position in relation to domicile and provide advice as necessary.
  3. Prepare papers to apply for probate including IHT207 and cross border specific documents.
  4. Review and signing of probate papers by the personal representatives. Normally we will have a meeting with them at this stage but if they live away this can be dealt with by post.
Stage Two
  1. Apply to the Probate Registry for probate including paying registry fees.
  2. Probate is normally issued eight weeks after the application has been submitted.
  3. If required, we will arrange for an apostille certificate.
Stage Three
  1. The grant is sent to you with copies of the grant application documents.
  2. You will deal with the remainder of the estate administration.

If IHT400 required and no Inheritance Tax is due

Stage One
  1. The personal representatives will need to provide us with full details of the value of all assets and liabilities of the deceased both in the UK and abroad.
  2. We will review the position in relation to domicile and provide advice as necessary.
  3. Prepare papers to apply for probate including IHT400 and cross border specific documents.
  4. Review and signing of probate papers by the personal representatives. Normally we will have a meeting with them at this stage but if they live away this can be dealt with by post.
Stage Two
  1. Submit IHT400 and schedules to HMRC.
  2. Apply to the Probate Registry for probate including paying registry fees.
  3. Probate is normally issued eight weeks after the application has been submitted.
  4. If required, we will arrange for an apostille certificate.
Stage Three
  1. The grant is sent to you with copies of the grant application documents.
  2. You will deal with the remainder of the estate administration.

If IHT400 required and Inheritance Tax is due (regardless of the value of the estate)

Stage One
  1. The personal representatives will need to provide us with full details of the value of all assets and liabilities of the deceased both in the UK and abroad.
  2. We will review the position in relation to domicile and provide advice as necessary.
  3. Prepare papers to apply for probate including IHT400 and cross border specific documents.
  4. Review and signing of probate papers by the personal representatives. Normally we will have a meeting with them at this stage but if they live away this can be dealt with by post.
Stage Two
  1. Arrange for Inheritance Tax to be paid to HMRC.
  2. Submit IHT400 and schedules to HMRC.
  3. Apply to the Probate Registry for probate including paying registry fees.
  4. Probate is normally issued eight weeks after the application has been submitted.
  5. If required, we will arrange for an apostille certificate.
Stage Three
  1. The grant is sent to you with copies of the grant application documents.
  2. You will deal with the remainder of the estate administration.

 

Our legal fees:

£1,495 – no Inheritance Tax due – IHT207 required

£1,995 – no Inheritance Tax due – IHT400 required

£2,995 – Inheritance Tax due – Estate value less than £2m

£3,995 – Inheritance Tax due – Estate value over £2m

Please note that we are not currently charging VAT on our fees.

What our legal fees do not include (other costs that you may be expected to pay):

Our legal fees do not include Inheritance Tax and this is paid from the estate of the person that has died. For further information about Inheritance Tax please see our Guide to Inheritance Tax or visit the Gov.UK website.

£155 – Probate Registry – Grant application fee

£1.50 – Probate Registry – Copy Grant fee (per copy)

Cost based on requirements – Notary and Apostille certificate

Please note, there may be other disbursements due and we will always notify you before we start work if there are other disbursements due.

 

How long will it take (estimated time frame):

If IHT207 is required

Stage One

Four weeks

Stage Two

Between fourteen and sixteen weeks

Stage Three

One week

Overall:

Between 19 and 21 weeks

If IHT400 required and no Inheritance Tax is due

Stage One

Four weeks

Stage Two

Fourteen weeks

Stage Three

One week

Overall:

Between seventeen and nineteen weeks

If IHT400 required and Inheritance Tax is due (regardless of the value of the estate)

Stage One

Four weeks

Stage Two

Between twenty and twenty three weeks

Stage Three

One week

Overall:

Between twenty-five and twenty-eight weeks

 

Who will carry out the work:

Your work will be carried out by Paul ClarkTEP who is a solicitor specialising in cross border estates. He is a full member of STEP and obtained a distinction in the STEP Advanced Certificate in Cross Border Estates. He has over 5 years post qualification experience as a solicitor.

Paul Clark is the managing director of Spall Clark Solicitors and has overall responsibility for all probate matters.

Part administration service

Our cross border and international service applies when there is a cross border element to deal with such as a foreign property or a person is domiciled in a foreign jurisdiction. Please note, our service only covers England and Wales, and does not include dealing with the administration in any other jurisdiction. We will deal with part of the estate administration process in England and Wales and this will either by the first part up until the Grant of Probate has been received or the second part from receipt of the Grant of Representation to estate finalisation.

Summary of the overall process:

First part – up until receipt of the English Grant of Representation

Stage One
  1. Determine if there is a valid will and identify the executors and beneficiaries. If there is no valid will, identify the beneficiaries and who is entitled to act as administrator.
  2. Obtain full details of the value of all assets and liabilities of the deceased. Often a formal value of furniture and personal effects is required but we will advise you if an estimated valuation is sufficient. Similarly, we will advise you if a valuation of a house or other property is required. Values of all jointly held assets are also needed. We will liaise with foreign lawyers in relation to the cross border aspects.
  3. We will review the position in relation to domicile and provide advice as necessary
Stage Two
If IHT207 required
  1. Prepare papers to apply for probate including IHT207 and cross border specific documents.
  2. Review and signing of probate papers by the personal representatives. Normally we will have a meeting with them at this stage but if they live away this can be dealt with by post.
  3. Apply to the Probate Registry for probate including paying registry fees.
  4. Probate is normally issued eight weeks after the application has been submitted.
  5. If required, we will arrange for an apostille certificate.
If IHT400 required and no Inheritance Tax is due
  1. Prepare papers to apply for probate including IHT400 and schedules.
  2. Review and signing of probate papers by the personal representatives. Normally we will have a meeting with them at this stage but if they live away this can be dealt with by post.
  3. Submit IHT400 and schedules to HMRC.
  4. Apply to the Probate Registry for probate including paying registry fees.
  5. Probate is normally issued eight weeks after the application has been submitted.
  6. If required, we will arrange for an apostille certificate.
If IHT400 required and Inheritance Tax is due (regardless of the value of the estate)
  1. Prepare papers to apply for probate including IHT400 and schedules.
  2. Review and signing of probate papers by the personal representatives. Normally we will have a meeting with them at this stage but if they live away this can be dealt with by post.
  3. Arrange for Inheritance Tax to be paid to HMRC.
  4. Submit IHT400 and schedules to HMRC.
  5. Apply to the Probate Registry for probate including paying registry fees.
  6. Probate is normally issued eight weeks after the application has been submitted.
  7. If required, we will arrange for an apostille certificate.
Stage Three
  1. The grant is sent to you with copies of the grant application documents.
  2. You will deal with the remainder of the estate administration.

Second part – from receipt of the English Grant of Representation to estate finalisation

Stage One
  1. We will liaise with foreign lawyers in relation to the cross border aspects.
  2. Register the grant of representation, obtain and complete relevant account closure forms.
  3. Place advertisements for statutory notices to creditors (if required).
  4. Collect in cash assets.
  5. Pay funeral account, if not already released from an account earlier, and all other bills.
  6. Settle with HM Revenue and Customs income tax to date of death and deal with any other outstanding matters.
  7. Contact Department of Works and Pensions to settle state benefits such as pensions. In cases where the deceased had been receiving means tested benefits, enquiries will need to be answered concerning the deceased’s assets.
Stage Two
  1. Prepare interim estate accounts and send these to the personal representatives for approval.
  2. Once the personal representatives have approved the accounts, we will send the accounts to the beneficiaries for their approval.
  3. Meet with beneficiaries to review their personal financial and inheritance tax position.
  4. Pay legacies.
  5. Make interim payments to residuary beneficiaries if possible and required.
  6. Arrange transfer of any property to beneficiaries including registering with HM Land Registry and fees.
Stage Three
If IHT207 or IHT400 is required and no Inheritance Tax is due
  1. Complete income tax returns to cover all income and capital gains arising during the estate administration.
  2. Prepare final estate accounts and send the accounts to the personal representatives for approval.
  3. Once the personal representatives have approved the accounts, we will send the accounts to the beneficiaries for their approval.
  4. Make final payments to the residuary beneficiaries and provide them with a set of final estate accounts.
  5. Send copies of all the important estate documents to the personal representatives.
If Inheritance Tax is due (regardless of the value of the estate)
  1. Submit Inheritance Tax adjustments to HMRC for example corrective account or submit loss relief claim.
  2. Obtain inheritance tax clearance certificate.
  3. Complete income tax returns to cover all income and capital gains arising during the estate administration.
  4. Prepare final estate accounts and send the accounts to the personal representatives for approval.
  5. Once the personal representatives have approved the accounts, we will send the accounts to the beneficiaries for their approval.
  6. Make final payments to the residuary beneficiaries and provide them with a set of final estate accounts.
  7. Send copies of all the important estate documents to the personal representatives

Our legal fees:

Our fees for the first part of the estate administration (up until receipt of the English Grant of Representation)

£3,995 – No Inheritance Tax due – IHT207 required

£7,995 – No Inheritance Tax due – IHT400 required

£9,995 – Inheritance Tax due – Estate value less than £2m

£14,995 – Inheritance Tax due – Estate value over £2m

Please note that we are not currently charging VAT on our fees.

Our fees for the second part of the administration (from receipt of the English Grant of Representation to estate finalisation)

£3,995 – No Inheritance Tax due – IHT207 required

£7,995 – No Inheritance Tax due – IHT400 required

£9,995 – Inheritance Tax due – Estate value less than £2m

£14,995 – Inheritance Tax due – Estate value over £2m

Please note that we are not currently charging VAT on our fees.

 

What our legal fees do not include (other costs that you may be expected to pay):

Our legal fees do not include Inheritance Tax and this is paid from the estate of the person that has died. For further information about Inheritance Tax please see our Guide to Inheritance Tax or visit the Gov.UK website.

The first part of the administration (up until receipt of the English Grant of Representation)

Likely to be paid in most cases:

£155 – Probate Registry – Grant application fee

£1.50 – Probate Registry – Copy Grant fee (per copy)

Fees for advice provided by foreign lawyers will be confirmed by them. Our fees do not include any advice provide by foreign lawyers.

Cost based on requirements – Notary – Apostille certificate

 

The second part of the administration (from receipt of the English Grant of Representation to estate finalisation)

Likely to be paid in most cases:

£20 up to £910 – Land Registry Fees for transferring or assenting the property (dependant on property value)

£200 to £300 – Trustee Act Notices to Creditors (estimate)

Cost based on requirements – Notary and Apostille certificate

Fees for advice provided by foreign lawyers will be confirmed by them. Our fees do not include any advice provide by foreign lawyers.

 

 

Our Legal Fees that may be due on some but not all estates:

£995 – Appointment or removal of trustees (paid from the trust)

£495 to £995 – Disclaiming or varying an inheritance (paid by the person disclaiming or varying their inheritance)

£250 – Assent or transfer of registered property (per property title) (paid from the estate)

£1,995 – Providing advice to trustees on a one off basis (paid from the trust)

Please note that we are not currently charging VAT on our fees.

Please note, there may be other costs due and we will always notify you before we start work if there are other expected costs.

 

Other professional fees that may be due on some but not all estates:

Accountant fees for dealing with business tax returns or personal tax returns to up date of death.

Auctioneer fees if selling personal possessions or household contents.

Foriegn lawyer’s fees.

Notary.

Property clearance fees.

Share registrar fees for lost share certificate indemnity.

Solicitor fees for selling a property.

Solicitor fees for selling a business.

Stockbroker fees for transferring or selling shares.

Please note, the fees for other professionals will be confirmed before they are instructed.

 

How long will it take (estimated time frame):

The estimated time frames below are based on two executors instructing us to manage an estate of a person domiciled in England and Wales consisting of two bank accounts in England, a property in England and a property in France and two beneficiaries. The time frame is an estimate of how long each stage should take.

The first part of the administration (up until receipt of the English Grant of Representation)

Stage One

Four weeks

Stage Two
If IHT207 required

Between fourteen and sixteen weeks

If IHT400 required and no Inheritance Tax is due

Between eighteen and twenty one weeks

If IHT400 required and Inheritance Tax is due (regardless of the value of the estate)

Between twenty and twenty three weeks

Stage Three

One week

Overall:
If IHT207 required

Between five and six months

If IHT400 required and no Inheritance Tax is due

Seven months

If IHT400 required and Inheritance Tax is due (regardless of the value of the estate)

Between seven and eight months

 

The second part of the administration (from receipt of the English Grant of Representation to estate finalisation)

Stage One

Ten weeks

Stage Two

Two weeks

Stage Three
If IHT205 or IHT400 is required and no Inheritance Tax is due

Six weeks

If Inheritance Tax is due (regardless of the value of the estate)

Sixteen weeks

Overall:
If IHT207 or IHT400 is required and no Inheritance Tax is due

Between four and five months

If IHT400 required and Inheritance Tax is due (regardless of the value of the estate)

Seven months

 

Who will carry out the work:

Your work will be carried out by Paul ClarkTEP who is a solicitor specialising in cross border estates. He is a full member of STEP and obtained a distinction in the STEP Advanced Certificate in Cross Border Estates. He has over 5 years post qualification experience as a solicitor.

Paul Clark is the managing director of Spall Clark Solicitors and has overall responsibility for all probate matters.

Full administration service

Our cross border and international service applies when there is a cross border element to deal with such as a foreign property or a person is domiciled in a foreign jurisdiction. We will deal with the entire administration process in England and Wales from start to finish. Please note, our service only covers England and Wales, and does not include dealing with the administration in any other jurisdiction.

Summary of the overall process:

Stage One
  1. Determine if there is a valid will and identify the executors and beneficiaries. If there is no valid will, identify the beneficiaries and who is entitled to act as administrator.
  2. Obtain full details of the value of all assets and liabilities of the deceased. Often a formal value of furniture and personal effects is required but we will advise you if an estimated valuation is sufficient. Similarly, we will advise you if a valuation of a house or other property is required. Values of all jointly held assets are also needed. We will liaise with foreign lawyers in relation to the cross border aspects.
  3. We will review the position in relation to domicile and provide advice as necessary
Stage Two
If IHT207 required
  1. Prepare papers to apply for probate including IHT207 and cross border specific documents.
  2. Review and signing of probate papers by the personal representatives. Normally we will have a meeting with them at this stage but if they live away this can be dealt with by post.
  3. Apply to the Probate Registry for probate including paying registry fees.
  4. Probate is normally issued eight weeks after the application has been submitted.
  5. If required, we will arrange for an apostille certificate.
If IHT400 required and no Inheritance Tax is due
  1. Prepare papers to apply for probate including IHT400 and schedules.
  2. Review and signing of probate papers by the personal representatives. Normally we will have a meeting with them at this stage but if they live away this can be dealt with by post.
  3. Submit IHT400 and schedules to HMRC.
  4. Apply to the Probate Registry for probate including paying registry fees.
  5. Probate is normally issued eight weeks after the application has been submitted.
  6. If required, we will arrange for an apostille certificate.
If IHT400 required and Inheritance Tax is due (regardless of the value of the estate)
  1. Prepare papers to apply for probate including IHT400 and schedules.
  2. Review and signing of probate papers by the personal representatives. Normally we will have a meeting with them at this stage but if they live away this can be dealt with by post.
  3. Arrange for Inheritance Tax to be paid to HMRC.
  4. Submit IHT400 and schedules to HMRC.
  5. Apply to the Probate Registry for probate including paying registry fees.
  6. Probate is normally issued eight weeks after the application has been submitted.
  7. If required, we will arrange for an apostille certificate.
Stage Three
  1. We will liaise with foreign lawyers in relation to the cross border aspects.
  2. Register the grant of representation, obtain and complete relevant account closure forms.
  3. Place advertisements for statutory notices to creditors (if required).
  4. Collect in cash assets.
  5. Pay funeral account, if not already released from an account earlier, and all other bills.
  6. Settle with HM Revenue and Customs income tax to date of death and deal with any other outstanding matters.
  7. Contact Department of Works and Pensions to settle state benefits such as pensions. In cases where the deceased had been receiving means tested benefits, enquiries will need to be answered concerning the deceased’s assets.
Stage Four
  1. Prepare interim estate accounts and send these to the personal representatives for approval.
  2. Once the personal representatives have approved the accounts, we will send the accounts to the beneficiaries for their approval.
  3. Meet with beneficiaries to review their personal financial and inheritance tax position.
  4. Pay legacies.
  5. Make interim payments to residuary beneficiaries if possible and required.
  6. Arrange transfer of any property to beneficiaries including registering with HM Land Registry and fees.
Stage Five
If IHT207 or IHT400 is required and no Inheritance Tax is due
  1. Complete income tax returns to cover all income and capital gains arising during the estate administration.
  2. Prepare final estate accounts and send the accounts to the personal representatives for approval.
  3. Once the personal representatives have approved the accounts, we will send the accounts to the beneficiaries for their approval.
  4. Make final payments to the residuary beneficiaries and provide them with a set of final estate accounts.
  5. Send copies of all the important estate documents to the personal representatives.
If Inheritance Tax is due (regardless of the value of the estate)
  1. Submit Inheritance Tax adjustments to HMRC for example corrective account or submit loss relief claim.
  2. Obtain inheritance tax clearance certificate.
  3. Complete income tax returns to cover all income and capital gains arising during the estate administration.
  4. Prepare final estate accounts and send the accounts to the personal representatives for approval.
  5. Once the personal representatives have approved the accounts, we will send the accounts to the beneficiaries for their approval.
  6. Make final payments to the residuary beneficiaries and provide them with a set of final estate accounts.
  7. Send copies of all the important estate documents to the personal representatives

 

Our legal fees:

£4,995 – No Inheritance Tax due – IHT207 required

£8,995 – No Inheritance Tax due – IHT400 required

£12,995 – Inheritance Tax due – Estate value less than £2m

£19,995 – Inheritance Tax due – Estate value over £2m

Please note that we are not currently charging VAT on our fees.

 

What our legal fees do not include (other costs that you may be expected to pay):

Our legal fees do not include Inheritance Tax and this is paid from the estate of the person that has died. For further information about Inheritance Tax please see our Guide to Inheritance Tax or visit the Gov.UK website.

Likely to be paid in most cases:

£155 – Probate Registry – Grant application fee

£1.50 – Probate Registry – Copy Grant fee (per copy)

£200 to £300 – Statutory Notices to Creditors (estimate)

Cost based on requirements – Notary – Apostille certificate

Fees for advice provided by foreign lawyers will be confirmed by them. Our fees do not include any advice provide by foreign lawyers.

Our Legal Fees that may be due on some but not all estates:

£995 – Appointment or removal of trustees (paid from the trust)

£495 to £995 – Disclaiming or varying an inheritance (paid by the person disclaiming or varying their inheritance)

£250 – Assent or transfer of registered property (per property title) (paid from the estate)

£1,995 – Providing advice to trustees on a one off basis (paid from the trust)

Please note that we are not currently charging VAT on our fees.

Please note, there may be other costs due and we will always notify you before we start work if there are other expected costs.

Other professional fees that may be due on some but not all estates:

Accountant fees for dealing with business tax returns or personal tax returns to up date of death.

Auctioneer fees if selling personal possessions or household contents.

Foreign lawyer’s fees.

Notarial fees.

Property clearance fees.

Share registrar fees for lost share certificate indemnity.

Solicitor fees for selling a property.

Solicitor fees for selling a business.

Stockbroker fees for transferring or selling shares.

Please note, the fees for other professionals will be confirmed before they are instructed.

How long will it take (estimated time frame):

The estimated time frames below are based on two executors instructing us to manage an estate of a person domiciled in England and Wales consisting of two bank accounts in England, a property in England and a property in France and two beneficiaries. The time frame is an estimate of how long each stage should take.

Stage One

Four weeks

Stage Two
If IHT207 required

Between fourteen and sixteen weeks

If IHT400 required and no Inheritance Tax is due

Between eighteen and twenty one weeks

If IHT400 required and Inheritance Tax is due (regardless of the value of the estate)

Between twenty and twenty three weeks

Stage Three

Ten weeks

Stage four

Two weeks

Stage Five
If IHT205 or IHT400 is required and no Inheritance Tax is due

Six weeks

If Inheritance Tax is due (regardless of the value of the estate)

Sixteen weeks

Overall:
If IHT207 is required

Between nine and ten months

IHT400 is required and no Inheritance Tax is due

Between ten and eleven months

If IHT400 required and Inheritance Tax is due (regardless of the value of the estate)

Between twelve months and fourteen months

 

Who will carry out the work:

Your work will be carried out by Paul ClarkTEP who is a solicitor specialising in cross border estates. He is a full member of STEP and obtained a distinction in the STEP Advanced Certificate in Cross Border Estates. He has over 5 years post qualification experience as a solicitor.

Paul Clark is the managing director of Spall Clark Solicitors and has overall responsibility for all probate matters.

We look forward to working with you