Fix costs, save money, ease responsibility

What is Probate?

“The distribution of property and assets under the terms of your Will”

  • Affects estates valued over £5,000
  • Usually done by bank or solicitor
  • Costs up to 4% + vat of value of the estate
  • Costs more for complex estates

Planning ahead makes perfect sense

Fix costs to avoid unnecessary expense

Reduce stress by minimising legal responsibility

Ease anxiety by protecting from financial liability

Quick & easy to arrange

 How our Prepaid Probate will help the executor of your Will

Legal and financial liability

  • Difficult & time consuming
  • Huge responsibility at a distressing time
  • Personal legal liability
  • Certain decisions can cause family disputes

Our legal professionals will guide your executor(s) and alleviate the burden.

Avoid Costly Errors

Common Mistakes:
  • Failing to interpret the Will correctly
  • Incorrect assessment of liabilities & debts
  • Distribution of funds too soon
  • Incorrectly filing Probate & IHT forms to HMRC
  • Executor is legally & financially liable

Our Prepaid Probate Includes

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  • Identify, gather and value all of your assets
  • Prepare documents to apply to the Probate Registry of the High Court
  • Apply and obtain the appropriate Probate from the High Court
  • Correspond with HM Revenue and Customs
  • Complete income tax, inheritance tax & capital gains tax returns
  • Calculate and transfer any nil rate band allowance for IHT purposes
  • Communicate with financial Institutions and all relevant organisations
  • Ensure any debts & liabilities are paid from the estate
  • Carry out bankruptcy searches against each beneficiary
  • Prepare the accounts & distribute the estate to the beneficiaries
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Fees from £3,750

Flexible Payment Options

Single payment

  • The full cost of the plan paid
  • No age restriction

Spread the cost

  • Affordable deposit
  • Pay within 12 months with no extra cost
  • 4.7% instalment charge for plans over longer terms
  • Fully paid after the final payment has been made

Added benefit

If you pass away before your Probate plan is fully paid you still benefit as your estate will pay the reduced balance.

If you would like more information or to arrange a call, we are here to offer you all the help and support you need.

Get In Touch