Private Client Fees – November 2018
All costs stated below are subject to VAT.
|Costs for Trusts in addition to the above:
Interest in Possession Trust
(Life Interest Trust)
|Advice on potential claims against the
estate as part of Will preparation
|Hourly rate (up to
|Powers of Attorney||Cost|
|Lasting Powers of Attorney||£450 per document|
|Registration of Enduring Power of Attorney||£300|
|General Power of Attorney||From £250|
Court registration fee:
|£82 per document|
|We can offer a discount for couples wishing to prepare
Lasting Powers of Attorney.
|Additional Private Client Services||Cost|
|Declaration of Trust
To include registration at Land Registry
|Severance of Joint Tenancy
To include registration at Land Registry
|Tax Advice||Hourly rate (up to £275)|
|Trust Advice||Hourly rate (up to £275)|
|Living Will (Advanced Directive)||£250|
|Change of Name Deed for an adult||£150|
Administration of Estates (Probate and Intestacy)
It is not possible to provide a firm estimate of costs for administering an estate, as this very much depends on how much work is required. The prices below are intended to be a guideline only, and are based on both assets and domicile of the deceased being in England and Wales.
Please contact us for a quote tailored to your circumstances.
|Application for Grant of Representation||Cost|
|Straightforward IHT return (IHT205)||£1,500 – £3,500|
|Complex IHT return (IHT400)||£2,500 – £5,000|
|Administration of Estate after obtaining the Grant||Cost|
|8–20 hours at hourly rate of up to £275||£2,200 – £5,500|
|Contested Will / Claim against the estate|
|Hourly rate (up to £275)|
A value element may be applied to the fees relative to the size of the estate. This would be discussed with you on receiving your instructions.
|Probate Registry fee for Grant:||£155 plus 50p for sealed copies|
|Bankruptcy Searches:||£2 per individual|
|Land Registry Office Copy Entries:||£3 per entry|
|Land Registry application fees:||From £20|
|Section 27 Trustee Act Notices:||From £100|
|Share Registrar fees:||Variable|
How long will my matter take?
The time that it takes from taking your initial instructions to obtaining the Grant of Representation depends largely on how quickly the required information is provided.
In our experience a full estate administration can take between 6-18 months to conclude but this will depend on each estate administration owing to the different types of assets involved.
We cannot guarantee how long the Probate Registry will take to issue the Grant of Representation. However, following the submission of the papers to the Probate Registry the Grant would normally be issued within 14 days.
The people who will undertake the necessary work as described above will be one or more of the following members of our team (at a blended rate of between £175 to £275 plus VAT), including STEP qualified Practitioners (TEPs):
Georgina James, Consultant
Georgina is one of the most experienced Private Client Solicitors in the south east of England, having specialised in Private Client work for over 40 years. She qualified as a Solicitor in 1978 and has worked at Dean Wilson (and its predecessor firms) solely since that time. Georgina is STEP qualified and was a Partner of Dean Wilson LLP until April 2018 when she took on a Consultancy role.
Paul Green, Associate
Paul joined Dean Wilson in August 2018 having previously worked in the Private Wealth Department of a City firm in London. Paul has a wealth of Private Client, Tax and Trusts experience and is used to dealing with High Net Worth Individuals based both in the UK and internationally. Paul is STEP qualified, achieving 2 Distinctions across the relevant Diplomas.
Paul qualified as a Solicitor in Queensland, Australia in 2009 and is currently undertaking the Qualified Lawyers Transfer Scheme which will be completed in 2019.
Isadora is a Consultant at Dean Wilson having trained and practised at several London firms. She covers a range of Private Client services including high value tax planning and complex estates, often with cross border elements. Isadora takes particular care and time with elderly and vulnerable clients. Isadora is shortly completing her STEP qualifications.
Sarah is a Paralegal who will become a Trainee Solicitor at Dean Wilson in 2019, following completion of the Legal Practice Course (LPC). She has a Graduate Diploma in Law from the University of Law, and an undergraduate degree from Loughborough University.
She has worked as a Legal Assistant/Paralegal in Private Client for almost five years, with some paralegal experience in Property Litigation, Family Law, and Personal Injury and Clinical Negligence. Sarah is highly organised and excels in estate administration.
Ashleigh has been with the Private Client team for over 2 years. She is a client facing Associate CILEX member working towards becoming a fully qualified CILEX member and assists in a large caseload of Private Client matters, with particular involvement in Paul Green’s matters.
Hilary has joined the Private Client team in early 2016 having previously worked at Dean Wilson and also a well-known local firm before this, always in the field of Private Client law. She is an Associate CILEX member working towards becoming a fully qualified CILEX member and is a valued source of assistance on Georgina’s James’ matters.
Claire is the trusted Legal Secretary for our team and she mostly assists Georgina James in respect of her caseload of matters.