PELLMANS

S o l i c i t o r s
Pellmens Solicitors / Eynsham / Oxfordshire
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Business and Company Law
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Buying and Selling Homes and Investment Property - Conveyancing
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Agricultural Law:
Farming, Rural Law and Problems
Private Client:
Wills, Probate, Trusts,
Estate Planning, Lasting Powers of Attorney & Deputyship Applications
 

WILLS, PROBATE, TRUSTS, ESTATE PLANNING, LASTING POWERS OF ATTORNEY & DEPUTYSHIP APPLICATIONS

Our experience

We have provided Wills and probate services for over forty years, over twenty of these in Eynsham. We carry out the whole range of Wills and probate work.

Our Wills and Probate Team

Our principal probate lawyer is Rachel Burrows (MA Oxon) who has over thirty years’ experience in this field. Joanna Pellman (LLB Reading) (who qualified in 1997) deals with some probate work, although mainly with Wills, Estate Planning, Trusts and Lasting Powers of Attorney. She has over twenty years’ experience of this. Adrian Pellman (LLB London) primarily does the tax and trust side of this work, in particular where farms, businesses or overseas properties are involved. He has over forty years’ experience of this work.

Our charges

As to costs, all Wills and estate planning work is charged at £180 per hour (plus VAT) and probate work at £195 per hour (plus VAT) although work by Adrian Pellman, in his specialised fields, is charged at £200-£225 per hour (plus VAT). Our terms of business entitle us to charge a value element in probate matters but this is charged only infrequently in very complex, high value or troublesome cases.

In the case of Wills, tax/estate planning, trusts and probate work do contact us in person or by telephone so we can consider your individual circumstances and give you a more tailored estimate.

In relation to probate matters, as estates vary considerably in size, in the nature of their assets and generally in complexity, so do the costs of administering them vary proportionately.

As a guide, in a straightforward case where the deceased left a Will and had UK assets such as a home owned outright, savings, investments and insurance policies and where there are no issues as to the beneficiaries, we would expect our costs to be in the range of £1,000-£5,000 (plus VAT).

In a less straightforward case where there are issues with the Will or where the deceased died intestate, where there are substantial, trust or foreign assets where tax issues arise or there are issues regarding the distribution of the estate, we would expect our costs to be between £3,000 and £12,000 (plus VAT) and, in very complex cases up to as much as £25,000 (plus VAT).

In both of the above cases, if there is a house in the estate which is sold, there will be our usual conveyancing fees to add (see the conveyancing part of this website).

We also carry out Court of Protection Deputyship applications and if you contact us we can give you price information according to your specific case.

For Lasting Powers of Attorney, in most cases we will complete all the necessary paperwork for you and go through it with you. In most circumstances if you wish, one of our solicitors can act as your certificate provider. We will write to your attorneys as necessary and deal with the service of the notice which may be required. We can then deal with the Application for Registration with the Office of the Public Guardian.

If there are no unusual circumstances, we will do all the work involved in the preparation, execution and registration of a Lasting Power of Attorney (LPA) for £400 for one LPA, £550 for two (either an individual making both types or a couple making one of each), £750 for three and £850 for four (one couple making both types). The Office of the Public Guardian charges a registration fee of £82 for each Lasting Power of Attorney, although fee remission is available in some cases. The above prices may need to be varied if the matter is complicated by issues regarding capacity or ability to give instructions or the documents are to relate to complex assets, in which case, if you contact us directly we would be pleased to provide an estimate tailored to your circumstances.

Services covered by charges above relating to probate work

These include taking instructions, locating and considering the terms of the deceased’s Will, in cases of intestacy ascertaining the entitlement to take out a Grant of Letters of Administration and to the distribution of the estate, ascertaining the assets and liabilities of the estate, calculating the inheritance tax due and completing the necessary Inland Revenue forms, arranging for payment of inheritance tax, applying for and obtaining the Grant of Probate or Letters of Administration, calling in the assets of the estate, paying the liabilities and distributing the estate to those entitled.

How long will my probate matter take?

The time that it takes from taking initial instructions to the final resolution of a matter depends largely on the presence or absence of the various factors mentioned above. In a normal case this will be between 6 and 18 months, but in complex cases it can be considerably longer.

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©2019 PELLMANS SOLICITORS, 1 Abbey Street, Eynsham, Witney, Oxfordshire, OX29 4TB
Pellmans Solicitors is the name of the legal practice carried on by Pellmans LLP which is a Limited Liability Partnership registered in England and Wales under number OC373200.
It is authorised and regulated by the Solicitors Regulation Authority number 611870. The term “partner” is used to refer to a member of Pellmans LLP.