Probate Full Estate Administration
Are you too busy to deal with the full administration of an Estate? Our friendly experts will work on your case to obtain a certified grant of probate and calculate any income or inheritance tax liabilities where appropriate and deal with all the estate management, such as dealing with banks and distributing monies to beneficiaries. Where you wish us to. Holding funds in a client account.
Dealing with full estate administration on the behalf of executors, is far more complicated and time-consuming than just a grant-only service that we also offer.
Probate Full Estate Administration
Are you too busy to deal with the full administration of an Estate? Our friendly experts will work on your case to obtain a certified grant of probate and calculate any income or inheritance tax liabilities where appropriate and deal with all the estate management, such as dealing with banks and distributing monies to beneficiaries. Where you wish us to. Holding funds in a client account.
Dealing with full estate administration on the behalf of executors, is far more complicated and time-consuming than just a grant-only service that we also offer.
SIMPLE ADMINISTRATION
Where There is No Inheritance Tax To Pay- This price usually applies if:
- All assets are in the UK
- Total estate value under £325,000 (No Inheritance Tax To Pay)
- Gifts of no more than £150,000 were given in last 7 years
COMPLEX ADMINISTRATION
Where there is likelyhood that there is Inheritance Tax To Pay- This price usually applies if:
- There are overseas assets worth more than £100,000
- Total estate value is over £325,000 (posibility of inheritance tax)
- Gifts worth more than £150,000 were given in the last 7 years
Get an instant online quote for probate full administration
Types of Probate Cases We Deal With
Pursuant to the “Inheritance Tax Act 1984” and “The Non-Contentious Probate (Amendment) Rules 2020”
What’s included?
Our fees cover everything from preparing your application
- Taking your instructions.
- Liaising with asset holders on your behalf.
- Assessing the nature, extent and value for inheritance tax purposes of the Assets of the Estate.
- Assessing the nature, extent and value for inheritance tax purposes of the Liabilities of the Estate.
- Arranging any insurances for any property that needs to be safeguarded during the period of the administration.
- Engaging with HMRC as to the valuations of assets or of liabilities contained within the data retrieved by us or supplied to us.
- Engaging HMRC as to the basis of calculation of any past current or future liability to inheritance tax, capital gains tax, income tax or any other taxes triggered by the application for probate.
- The preparation of IHT205 or IHT 400 for HMRC.
- Engaging with the Department of Works and Pensions regarding any liability of the Deceased arising from overpaid benefits or from the ineligibility of the deceased due to any oversight in providing full disclosure of capital or income.
- The preparation of the Statement of Truth for the Probate Registry.
- Engaging with charities and their designated officers on your behalf.
- Keeping you updated by phone or email or another method of your choice.
- Procuring the Grant of Probate or Grant of Letters of Administration.
- Collecting in assets, closing accounts or discharging any liabilities of the estate.
- Arranging for final distribution among entitled beneficiaries.
- Preparing final estate accounts covering the period of administration of the estate.
- Providing you unlimited support over the phone from Monday to Friday, 7am to 11pm and weekends from 9am to 5pm.
- Stop unwanted mail addressed to the deceased and safeguard against identity theft.
What isn’t included?
- Attending Inquests or liaising with the Coroner’s Service.
- Arranging funerals or cremation services.
- Authenticating or dealing with any problems arising from the form or content of any Will or Codicil with the Will (where the original is lost, destroyed, defaced or incomplete, or otherwise in a physical state giving rise to further query or investigation by the probate registry).
- Investigating or looking into any asset or liability data supplied by you, your accountant or your financial adviser or any third party authorised by you.
- Dealing with the purchase or transfer of assets between beneficiaries.
- Dealing with the sale or transfer of any property in the estate. Prices starting from (£499 extra)
- Estate planning for beneficiaries or their families.
- Preparing Deeds of Variation in respect of inheritance tax or capital gains tax.
- Preparing Income Tax returns for the Deceased or his estate or for beneficiaries.
- Administering any trusts created by the Deceased or by the Deceased’s Will.
- Challenging any assessment of residential care fees liability of the Deceased.
- Challenging the financial management of the Deceased’s funds by former attorneys or deputies.
- Arbitrating or mediating disputes between beneficiaries
- Dealing with any claim or claims made against the estate (whether made by any third-party creditor or by any beneficiary or any claimant whether named in the Will or entitled by reason of the application of the rules of intestacy or otherwise).
- Published statutory notices in the London Gazette and local newspaper to protect you from challenges to the estate (See Estate Administration Services)
- Probate Registry Fee +£273
- £1.50 for each extra certified copy of the grant or probate.
- Obtaining and reviewing Spouse Previous Probate +£50
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Non Taxable Timescales
Taxable Timescales
We would normally expect a non-taxable estate to be completed within 6-12 months of the date of your instructions to us (provided we receive all documentation required to
carry out your instructions).
However, this timescale cannot be guaranteed as it is often difficult to assess immediately or at the outset of a matter and with definitive accuracy how long any administration will take as this depends on several factors such as:
The complexity of the asset portfolio.
The number of properties in the estate.
The number of beneficiaries and whether they get on.
Whether there is any claim being made against the estate by agencies such as HMRC, the DWP and third-party creditors
Whether there is any claim being made against the estate by charities who seek to contest their removal from any final will.
Whether there is any claim being made against the estate by a disappointed or overlooked beneficiary.
We would normally expect a taxable estate to be completed within 9-12 months of the date of your instructions to us (provided we receive all documentation required to
carry out your instructions).
However, this timescale cannot be guaranteed as it is often difficult to assess immediately or at the outset of a matter and with definitive accuracy how long any administration will take as this depends on several factors such as:
The complexity of the asset portfolio.
The number of properties in the estate.
The number of beneficiaries and whether they get on.
Whether there is any claim being made against the estate by agencies such as HMRC, the DWP, and third-party creditors
Whether there is any claim being made against the estate by charities who seek to contest their removal from any final will.
Whether there is any claim being made against the estate by a disappointed or overlooked beneficiary.
PROBATE CUSTOMER REVIEWS
Very reasonably priced. Stephen supported me all the way through with excellent advice and removed all the stress in the process. Contractually all Probate Specialist Limited's duties were to gain probate, but Stephen continues offer help and support - going above and beyond. Very highly recommended.
Stephen supplied great advice and delivered the whole probate service on time and on budget. The website is well designed and keeps the customer in the loop and engaged
Very rarely do you feel that somebody is really on your side. Stephen and his team did everything they could to help me overcome the bureaucracy at an emotionally difficult time. They are trying to make the process as simple as possible, cutting out the stupidities of the outdated law around inheritance and death duties.
Stephen was consistently helpful, informative, friendly and incredibly efficient. We thoroughly recommend Probate Specialists to help you avoid unnecessary stress or expense when navigating your way through the probate process.
PSL are true experts in their field. The process was complex but PSL made the process easier to understand and manage. Efficient and professional at all times.
Stephen helped with every aspect of the application and his knowledge was invaluable. We managed to get the forms uploaded and application sent on the same day. Stephen knows what can delay the process and was on hand to offer invaluable insights and advice. He was available when called and responded promptly to emails and messages. I would recommend him because he clearly knows his stuff and will get it done efficiently as long as you provide what is needed
I knew what Probate was but had no idea of the detail involved. To have all my questions answered (even at the weekend) and all paperwork completed on my behalf make the process tolerable and almost a pleasure at a difficult time.
I initially started doing the probate application myself and quickly realised I was out of my depth. Stephen and his team provided a professional, streamlined and faultless service, just when I needed help most. I can’t recommend Probate Specialists Ltd highly enough. Thank you
The application for Probate during a difficult time can seem daunting. The service provided by Stephen was exemplary. From start to completion the process was made simple,. He is always available to assist in gathering the required documentation, he completes the process in quick time. I have no hesitation in recommending his services.
Mr Stephen Jameson made what is a very complicated procedure look easy. All the pressure on the family at a time of bereavement was taken away with the ease of conversation with Stephen, every hiccup we encountered was explained in detail to us with patience and calmness. He was always readily available and would call back promptly. Our probate was granted thanks to the diligence and professionalism of a company we would highly recommend to anyone looking to negotiate the road to probate.
Such a wonderful service, efficient, professional and caring. Stephen was so lovely to talk to and was very patient and making sure I understood the process.
Fantastic, Stephen took all the stress away from me. After initially consulting a solicitor I was so stressed and the bill was going to be ridiculous. One phone call to Probate Specialist Limited and felt so relieved. Everything was explained simply, the time scale just as he said and the charge was excellent! I cannot recommend them enough! Many thanks for all the help and understanding. Will definitely be passing their number on to anyone in the same position!
Highly Recommend- very professional and knowledgable and easy to deal with using their on line system and phone consultation. I’m so glad I didn’t try and navigate the probate system myself when Stephen and the team can get it done and offer value for money. Excellent service
Excellent Service
Excellent from start to finish. Very professional and compassionate at a difficult time. Stephen is a gentleman who does his best to get it done as hassle free as possible. Definitely lucky to have found Probate Specialist.
Excellent service and advice from Stephen. Made this daunting process simple. Would thoroughly recommend.
Excellent communications keeping us informed and the probate was completed on time.
On accessing the help of this Company for further matters relating to probate, I am so very pleased to say that once again, I was delighted with the Service provided by Stephen. As before, he was incredibly helpful and meticulous in the way everything was handled. It is clear to me that he is passionate about trying to help people through challenging circumstances and he always strives to do the best that he can. Probate Specialists are extremely efficient, honest and dependable and I can recommend this Company to others with complete confidence.
Would happily recommend this company. Very thorough efficient and professional. Sympathetic at a difficult time.
The service and support provided by Stephen has been absolutely first rate and I am more than satisfied. I would recommend and I will be using again in the future.
Just wanted to say thank you for help dealing with my Dad's probate, it made a difficult time for me and my sister less stressful, and I would thoroughly recommend your services, many thanks
Excellent service. Stephen was always available to help and talk you through this process. I would use this company again
Stephen so helpful, nice to be able to talk on phone to sort out any questions I had.
Best Probate service in UK. The most cost effective probate guys out there which was what initially drew me in. Throughout the entire process of my probate Stephen has been amazing, he's kept me informed with communication even provided outside of office hours and hes taken ownership of my probate task ensuring it was completed even though the courts were causing delays. The guidance and professionalism is way beyond what you would expect and the overall service is even better than what's offered by top 'by the book' solicitors. Thank you so much!
People say that you can apply for probate on your own. This may be true, but I expected to go round in circles, and make lots of mistakes, wasting a lot of time. The solicitor quoted £5,000 upwards to apply. So I looked online, and found Probate Specialist Ltd. What a fantastic find! Stephen is highly competent, has a process set up which is extremely straightforward, and he communicates regularly to ensure everything is on track. There were no delays at all in the process, and because my father's estate was simple, probate was granted within 6 weeks of his death, which is extraordinary. I hope I don't have to use his services again (for obvious reasons), but cannot recommend him enough if you are in need of help applying for probate.
I attempted to complete the Inheritance Tax form and apply for probate myself following my sister’s passing. It was a very difficult time and I found the IHT form to be incredibly confusing and virtually impossible to complete. I therefore contacted Probate Specialist Ltd and spoke to Stephen, asking if he could help me. I had a telephone appointment and answered a number of very straightforward questions. No form filling on my part, I just had to check the info that Stephen had recorded. He even arranged for couriers! It really was as simple as that. A super company, and Stephen is delightful - very friendly and easy to talk to. He made the really devastating experience of losing my sister a little more bearable especially when there is so much to deal with upon losing a loved one. I cannot recommend P.S. Ltd highly enough.
Appointments
- 5th Floor 167 169 Great Portland Street Marylebone London W1W 5PF
- email@probatespecialistltd.co.uk
- 0207 965 7568
- 0844 884 8509