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

Review of Grant application papers prepared by executors or administrators

The review service provides you with a review of the UK Grant application papers that you have prepared yourself.

Our 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.

Disbursements:

None.

Estimated timescale:

Up to 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.

Grant application only service

We will deal with the Grant application in the United Kingdom 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 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:

  1. You 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. We will prepare the papers required to apply for the grant in the UK including cross border specific documents.
  4. We will meet with you to review and sign the probate papers. Although we will usually meet with you, if you live away this can be dealt with by post.
  5. We will submit the grant application to the Probate Registry including paying registry fees. If Inheritance Tax is payable on the estate, either all or a proportion of the tax needs to be paid at this stage.
  6. The grant is normally issued eight weeks after the application has been submitted.
  7. If required, we will arrange for an apostille certificate.
  8. The grant is sent to you with copies of the grant application documents.
  9. You will deal with the remainder of the estate administration.

Our 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.

Disbursements (other costs that you may need to pay):

£155 – Probate Registry – Grant application fee

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

Cost based on requirements – Notary – 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.

 

Estimated timeframe:

Up to twelve weeks in total if an IHT207 is required.

Up to twenty eight weeks if an IHT400 is required or Inheritance Tax is due.

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.

Part administration service

We will deal with part of the estate administration process in the UK 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 Probate to estate finalisation.

Summary of the overall process:

First part – up until receipt of the UK Grant of Probate
  1. 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.
  2. Prepare papers to apply for probate including assessing domicile.
  3. 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.
  4. Apply to the Probate Registry for probate including paying registry fees. If Inheritance Tax is payable on the estate, either all or a proportion of the tax needs to be paid at this stage.
  5. Probate is normally issued eight weeks after the application has been submitted.
  6. If required, we will arrange for an apostille certificate
Second part – from receipt of the UK Grant of Probate to estate finalisation
  1. Register the grant of probate, obtain and complete relevant account closure forms. We will liaise with foreign lawyers in relation to the cross border aspects.
  2. Place advertisements for statutory notices to creditors (if required).
  3. Collect in cash assets.
  4. Pay funeral account, if not already released from an account earlier, and all other bills.
  5. Settle with HM Revenue and Customs income tax to date of death and deal with any other outstanding matters.
  6. 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.
  7. Pay legacies.
  8. Obtaining inheritance tax clearance certificate (if required).
  9. Meet with beneficiaries to review their personal financial and inheritance tax position.
  10. Prepare interim estate accounts and send these to the personal representatives for approval.
  11. Once the personal representatives have approved the accounts, we will send the accounts to the beneficiaries for their approval.
  12. Make interim payments to residuary beneficiaries if possible and required.
  13. Arranging transfer of any property to beneficiaries including registering with HM Land Registry and fees.
  14. Completing income tax returns to cover all income and capital gains arising during administration.
  15. Prepare final estate accounts and send these to the personal representatives for approval.
  16. Once the personal representatives have approved the accounts, we will send the accounts to the beneficiaries for their approval.
  17. Make final payment and send to the residuary beneficiaries.
  18. Send copies of all the important estate documents to the personal representatives

Our fees:

£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.

Disbursements (other costs that you may need to pay):

£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

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

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

Estimated timeframe:

Between seven and nine months in total if IHT207 required.

Between nine and twelve months if an IHT400 is required or Inheritance Tax is due.

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.

Full administration service

We will deal with the entire administration process from start to finish.

Summary of the overall process:

  1. 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.
  2. Prepare papers to apply for probate in the UK including assessing domicile.
  3. 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.
  4. Apply to the Probate Registry for probate including paying registry fees. If Inheritance Tax is payable on the estate, either all or a proportion of the tax needs to be paid at this stage.
  5. Probate is normally issued eight weeks after the application has been submitted.
  6. Register the grant of probate, obtain and complete relevant account closure forms.
  7. If required, we will arrange for an apostille certificate.
  8. Place advertisements for statutory notices to creditors (if required).
  9. Collect in cash assets.
  10. Pay funeral account, if not already released from an account earlier, and all other bills.
  11. Settle with HM Revenue and Customs income tax to date of death and deal with any other outstanding matters.
  12. 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.
  13. Pay legacies.
  14. Obtaining inheritance tax clearance certificate (if required).
  15. Meet with beneficiaries to review their personal financial and inheritance tax position.
  16. Prepare interim estate accounts and send these to the personal representatives for approval.
  17. Once the personal representatives have approved the accounts, we will send the accounts to the beneficiaries for their approval.
  18. Make interim payments to residuary beneficiaries if possible and required.
  19. Arranging transfer of any property to beneficiaries including registering with HM Land Registry and fees.
  20. Completing income tax returns to cover all income and capital gains arising during administration.
  21. Prepare final estate accounts and send these to the personal representatives for approval.
  22. Once the personal representatives have approved the accounts, we will send the accounts to the beneficiaries for their approval.
  23. Make final payment and send to the residuary beneficiaries.
  24. Send copies of all the important estate documents to the personal representatives

Our 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.

Disbursements (that apply in every case):

£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

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

Estimated timeframe:

Between ten and twelve months in total if IHT207 required.

Between twelve and eighteen months if IHT400 required or Inheritance Tax is due.

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.

We look forward to working with you