tel: 01908 563232 .... email: reception@rbdsols.co.uk

Ray Borley Dunkley LLP

Wills and Probate

Our highly respected, approachable and experienced staff are adept in dealing with the needs of elderly and vulnerable clients and their families. All our lawyers are well versed in the area of Wills and complex probate and taxation issues related thereto.

The team have considerable knowledge in relation to managing affairs and will advise and prepare Lasting Powers of Attorney, often at short notice, to ensure our clients' interests are always protected.

We offer home visits where necessary and are always looking for ways to save our clients money; whether through advice on tax, enforceability and recovery of debt, or referral to financial advisors. You can be sure of sound, practical advice, tailored to your own needs.

We are able to advise on:

  • Wills
  • Probate
  • Care Home Fees
  • NHS Continuing Care
  • Preserving Assets
  • Managing Affairs
  • IHT Tax Advice
  • Equity Release
  • Trusts
  • Mental Capacity Issues including:
    • Lasting Powers of Attorney
    • Deputyship
    • Statutory Wills

The Private Client Department

Wanda Heppenheimer LL.M.

Head of Private Client. Wanda is an experienced solicitor specialising in Estate Planning. She advises a wide range of clients on Trusts, Tax, Wills, Probate, Lasting Powers of Attorney and Court of Protection matters. Having worked in London for several years, Wanda also has a background in International Wealth Planning and is able to advise clients whose affairs contain a foreign element.

Karen L Shakespeare LL.B. (Hons) TEP

Wills, Trusts, Tax & Probate Price List

Wills

For one person
Straightforward Will:£225 + VAT = £270
Life Interest Trust Will:£375 + VAT = £450
Discretionary Trust Will:£475 + VAT = £570
Letter of Wishes:£75 + VAT = £90

For a couple
Straightforward ‘Mirror’ Wills:£350 + VAT = £420
‘Property Protection’ Wills (Life Interest Trust):£475 + VAT = £570
Discretionary Trust Wills:£675 + VAT = £810
Letter of Wishes:£100 + VAT = £120

Lasting Powers of Attorney (LPAs)*

For one person
Property & Financial Affairs:£450 + VAT = £540
Both Types (P&FA and Health & Welfare):£800 + VAT = £960

For a couple
Property & Financial Affairs:£850 + VAT = £1,020
Both Types (P&FA and Health & Welfare):£1,200 + VAT = £1,440

Administration of affairs:£260 + VAT = £312 p. hr. (Estimate upon request)

Court of Protection **

Registration of Enduring Power of Attorney (EPA):£600 + VAT = £720

Deputyship application:
if there are no complications delaying beyond the first 6 months:£950 + VAT = £1,140
if delayed beyond the first 6 months up to 1 year:£1,500 + VAT = £1,800
if delayed further:time basis £260 + VAT = £312 p. hr.

Administration of affairs:£260 + VAT = £312 p. hr. (Estimate upon request)

Probate ***

Grant of Probate only (for non-taxable Estates, IHT205 only):£1,200 + VAT = £1,440
Grant of Probate only (for non-taxable Estates, IHT205 and IHT127):£1,350 + VAT = £1,620
Grant of Probate only (for potentially taxable Estates, IHT400):£2,500 + VAT = £3,000

Full Administration of Estate:
Estates below £2,000,000 and with no truststime basis £260 + VAT = £312 p. hr. (Estimate: £3,000 to £5,000 + VAT)
Estates above £2,000,000 or with truststime basis £260 + VAT = £312 p. hr. (Estimate upon request)

Trusts

Setting up Trusts
Bare Trust:£750 + VAT = £900
Life Interest Trust:£750 + VAT = £900
Discretionary Trust:£1,200 + VAT = £1,440

Advice
Advice on existing Trusts:time basis £325 + VAT = £390 p. hr.
Deed of Appointment and Retirement of Trustees:£750 + VAT = £900
Standard Trustees Resolution:£575 + VAT = £690

Property Matters ****

Severance of Tenancy:£175 + VAT = £210
Declaration of Trust in respect of property:£475 + VAT = £570
Restriction at Land Registry:£150 + VAT = £180
Assent of Property (in the event of a death):£450 + VAT = £540
Gift of Property (no inheritance tax advice):£500 + VAT = £600
Gift of Property (with inheritance tax advice):£1,250 + VAT = £1,500

Estate Planning Advice

Straightforward Deed of Variation:£750 + VAT = £900
Complex matters(assets abroad, farmland, business assets, potential claims etc):time basis £325 + VAT = £390 p. hr.

Notes

* There are additional registration fees of £82 per person per document payable to the Office of the Public Guardian, which are not included in our fees.

** There are additional court fees of £385 (+ £500 if a hearing is required) and in some cases there are further costs in relation to taking out a surety bond, depending on the value of the assets. Estimate upon request.

*** There is an additional £12 recorded delivery charge for all probate matters and there are additional probate registry fees payable to the court of £273 plus £1.50 per copy of the grant of probate or letters of administration.

**** There may be additional Land Registry fees, which are not included in our fees. Estimate upon request.

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