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Wills, Trusts, Tax & Probate

Our Pricing - Wills, Trusts, Tax & Probate

Thank you for visiting our pricing information. RDC Solicitors prides itself on providing a personal and professional service for all clients and your matter will be dealt with by our expert team. For more than 125 years, RDC Solicitors have been at the forefront of legal services in Bradford and the Aire Valley.

Whilst cost is a factor when choosing a legal services provider, we also believe that having a dedicated person handling your matter who understands and cares about the outcome is equally important.

If you have any questions about the information below, please do not hesitate to call one of our team. RDC Solicitors – Small enough to care. Large enough to make a difference.

Our Experts

Robert Anderson

Robert supervises the Wills, Trusts, Tax and Probate team.  He is the Managing Director of RDC Solicitors and has over 30 years experience as a Solicitor .

Karen Law

Karen Law qualified as a Solicitor in 2007 and has nearly 20 years’ experience dealing in all aspects of Wills, Probate, Powers of Attorney, Court of Protection and Trusts.

Karen is also proud to be a member of the Society of Trust and Estate Practitioners which she completed in 2013 after studying for 3 years alongside practicing as a Solicitor.

Karen provided an advisory service to Age UK clients over a period of 15 years and prides herself in dealing with clients in a compassionate and caring manner

Tina O'Brien

Tina joined the firm in 2020 and has a wealth of experience in dealing with Probate, Wills, Trusts, Lasting Power of Attorney's and Deputyship applications to the Court of Protection.

She qualified as a solicitor in 2005, working locally for the last 10 years.  She gained extensive knowledge and experience during this period as well as respect in the local community she served.  She prides herself on her down to earth approach and ensuring that her clients are confident in her ability to complete matters promptly and efficiently.

What our clients say about us

“Very happy with service given”.  Mrs T - Pudsey.

“The Probate was dealt with quickly at my local Ilkley office and at reasonable cost”.  Mrs W - Ilkley.

Pricing

The following price guides do not apply to contested estates or to estates where there are assets outside the UK.  VAT is payable on our fees at the rate of 20%

Probate Application Only  

Our fees (excluding VAT & Disbursements)

£800 - £2,000

(for illustrative purposes VAT on £800 would currently be £160, and on £2,000 would currently be £400)

In addition to our legal fees, £18.00 (£15.00 + VAT) will be payable per individual for an online identification search to comply with our money laundering obligations

 What is included:

  • Initial meeting.
  • Preparing a statement of assets and liabilities of the estate from the information supplied by you.
  • Preparing the Inheritance Tax Account/ Return and Probate application and sending it to you for approval.
  • Meeting with you to go over the paperwork.
  • Applying for and obtaining The Grant of Representation.

What is not included:

This service does not include obtaining details of the assets and liabilities of the estate, the distribution of the estate, Deeds of Variation, dealing with Department of Work and Pensions investigations, dealing with claims againt the estate, locating missing beneficiaries, transferring /selling property in the estate, or establishing and administering trusts created by the Will or searching for unknown assets.

Disbursements

In addition to the legal fees there will also be disbursements (fees payable to third parties).  The most common of these are listed below:

  • Probate Court Fee

£300 plus £1.50 per Office Copy

  • Notice to protect against claims from unknown creditors

£200-£400

The exact cost of the application for Probate will depend on the particular circumstances of the estate.  For example if there is one beneficiary, a small number of investments  and the short Inheritance Tax Return is required, the costs will be at the lower end.  If there are multiple beneficiaries and/or investments and/or a full Inheritance Tax Return is required, the gifts the costs will be at the higher end.  Please speak to a member of our Wills, Trusts, Tax and Probate team who will be able to give you a more accurate price for the estate concerned.

If unforeseen issues arise in relation to the estate there may be additional charges but we will discuss these with you before the costs are incurred.

It takes approximately 12 weeks from the date on which we receive full details of the estate from the client to obtain the Grant of Probate.

VAT is payable on our fees at the rate of 20%

Probate and Administration of the Estate

Our fees (excluding VAT & Disbursements)

Starting at £1,500

(for illustrative purposes VAT on £1,500 would currently be £300)

In addition to our legal fees, £18.00 (£15.00 + VAT) will be payable per individual for an online identification search to comply with our money laundering obligations

 

 What is included:

  • Initial meeting.
  • Searching for unknown assets (if required).
  • Advertising for unknown creditors (if required).
  • Registering the death, and obtaining details of the value of the assets and liabilities of the estate.
  • Preparing a statement of assets and liabilities of the estate.
  • Preparing the Inheritance Tax Account/Return and sending it to you for approval.
  • Preparing the application for Probate.
  • Meeting with you to go over the paperwork.
  • Arranging for any Inheritance Tax due to be paid.
  • Applying for the Grant of Representation.
  • Registering the Grant and arranging for the assets of the estate to be cashed and/or transferred.
  • Finalising the Income Tax position of the estate.
  • Finalising the Inheritance Tax position of the estate.
  • Paying any legacies and transferring any specific gifts contained in the Will.
  • Producing Estate Accounts and distributing the remainder of the estate.

What is not included:

This service does not include transferring/selling property in the estate, dealing with claims against the estate or establishing and administering trusts created by the Will.

Disbursements

In addition to the legal fees there will also be disbursements (fees payable to third parties).  The most common of these are listed below:

  • Probate Court Fee

£300 plus £1.50 per Office Copy

  • Notice to protect against claims from unknown creditors
  • Bankruptcy Searches

£200-£400

£2.00 per beneficiary

The costs of administering estates vary.  It all depends on the particular circumstances of the estate concerned.  For example, if there is one beneficiary, no property, a small number of investments and the short Inheritance Tax Return is required, the cost will be on or near the starting rate.  If there are multiple beneficiaries and/or investments and/or a full Inheritance Tax  Return is required, the costs could be significantly higher.

The length of time it can take to administer an estate can also vary significantly.  For example: 

  • If the sale of a property is involved it may not be possible to finalise the administration of the estate until the sale is completed;
  • If the estate is liable to Inheritance Tax it will not be possible to finalise the administration until all the Tax has been paid and clearance obtained from H M Revenue and Customs.

Please speak to a member of our Wills, Trusts, Tax and Probate team who will be able to give you a more accurate costing and timescale for the estate concerned.

If unforeseen issues arise in relation to the estate there may be additional charges but we will discuss these with you before the costs are incurred.

Hourly Fee Rates of the Wills, Trusts, Tax and Probate Team

Karen Law – Solicitor £285 plus VAT

Tina O'Brien – Solicitor £285 plus VAT

Trainee Solicitor £225 plus VAT

Where VAT is payable on any of the above disbursements, this is at the current rate of 20%

Stages of the Process

Information about the process is set out in the pricing tables above.

Some indication is given regarding timescales for a Probate only application above, but timescales generally will depend on the complexity of estate and further information can be given after the initial meeting. 

RDC Solicitors is a trading name of Read Dunn Connell Limited registered in England and Wales with Company Number 9559492.
Registered office: 30 Park Road, Bingley, Bradford BD16 4JD. We are solicitors practising in England and Wales, authorised and regulated by the Solicitors Regulation Authority. SRA Number 622886. A copy of the SRA Standards and Regulations can be found at www.sra.org.uk.. VAT No: 708421255.

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