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Private Client Department Costs

GAD Solicitors are proud to provide a clear, concise and transparent breakdown of our Private Client Department Costs.

Fixed Fees and Hourly Rates

On this page you will find details of the fixed fees and hourly rates that apply to different areas of work within the Private Client Department. Whilst we will always strive to provide you with a fixed fee wherever we can, it is not always possible to do so in all types of the work which we do.

The table below sets out both our fixed fees in Part One and our hourly rates in Part Two. Please select the service(s) you require from the appropriate tables. If you are unsure as to which fees apply to you, please contact us and we will be happy to provide further details to you.

COSTS TABLE

PART ONE – FIXED FEES

Table and Document Description Fixed Fee (per individual document) VAT (20%)

(or current rate from time to time)

Table 1 – Wills

Standard Will (95% of Instructions) £150.00 £30.00
Life Interest of Family Home Will

(additional costs of severance required if necessary)

£250.00 £50.00
Life Interest of Whole Estate for Spouse (IPDI Will)

(and additional costs of severance / Expression of wishes if applicable)

£350.00 £70.00
Discretionary Will

(additional costs of severance / Expression of wishes included)

£750.00 £150.00
Nil Rate Band Trust Will – IHT Planning

(additional costs of severance required if necessary)

£250.00 £50.00
Protected Persons Will £250.00 £50.00

Table 2 – Powers of Attorney

General Power of Attorney £150.00 £30.00
General Power of Attorney (bespoke) £250.00 £50.00
Financial LPA  Single Person £750.00 £150.00
Health LPA  Single Person £750.00 £150.00
Financial & Health LPAs for same individual (discounted rate) £1000.00 £200.00
Financial & Health LPAs for Couples (discounted rate Four LPAs £1500.00 £300.00
Advance Directive £100.00 £20.00
Acting as a Certificate Provider (waived when also preparing the above LPA document(s)) £250.00 £50.00
Registration of an LPA (waived when also preparing the above LPA document(s)) £250.00 £50.00
Revocation of an existing EPA / LPA £250.00 £50.00
Registration of an EPA £500.00 £100.00

Table 3 – Trusts

Bare Trust £500.00 £100.00
Life Interest Trust £600.00 £120.00
Maintenance Trust £600.00 £120.00
Discretionary Trust £750.00 £150.00
Personal Injury Trust £500.00 £100.00
Children Act Family Home Trust £1500.00 £300.00
Family Assets Protection Trust £750.00 £150.00
Declaration of Trust over a Specific Property From £500.00 From £100.00

Table 4 – Supplemental Services to above Documents

Cognitive Test £100.00 £20.00
Solicitors Certificate of Capacity £100.00 £20.00
Home Visit(s) £75.00 per visit £15.00
Obtaining of Medical Certificate £250.00 £50.00
Statutory Notices upon Revocation of EPA / LPA (optional) £250.00 approx.  
Severance of Joint Tenancy (per property) £100.00 £20.00
Property Investigation (per property) (this fee is waived if the Severance is effected and charged for as above) £25.00 £5.00
Memorandum of Wishes for Gifts £50.00 £10.00
S21 Statement in respect of Non-Provision of a “beneficiary” £50.00 £10.00
Expression of Wishes to support Will Trusts / Lifetime Trusts (inc. In charges for Discretionary Will / Trust) £50.00 £10.00
Transfer of Property to Trustees and Registration of same at HMLR £250.00 £50.00
Land Charges Fees and HMLR Fees Based upon property value and whether land Registered or not

N/A

Registration of Trust with HMRC £100.00 £20.00
Establishment of Bank Account to supplement a Trust £250.00 £50.00
Completion of Trust Tax Return for HMRC Year 1 £350.00

Years 2+ £250.00

£70.00

£50.00

Completion of Annual Trust Accounts for Beneficiaries Year 1 £350.00

Years 2+ £250.00

£70.00

£50.00

Application to have a Deputy Appointed by the Court of Protection Min “Fixed Fee” of £1500* Current rate
General preliminary Advice

(please note that this charge is not deductible from any subsequent work we are specifically instructed upon)

1 hour discussion at

£200.00 (discounted)

 

£40.00

Other Wills / Powers of Attorney / Trusts and or Complex / Intricate Instructions By agreement based upon time & complexity Current rate

Table 5 – Typical Disbursements (3rd Party Fees) payable in respect of Table 1 – 4 Instructions

Doctors Certificate payable to GP As per BMA guidelines

(approx. £250 – £500)

Office of Public Guardian Fee (per LPA / EPA) £82.00 n/a
Court Application Fee (Deputyship) £400.00 n/a
Deputy Fee payable to Court £100.00 n/a
Supervision payable to Court Annual fee (scale charges) n/a
Security Bond Subject to Court Assessment n/a
HMLR Fee for obtaining a copy of each Title deed £3.00 per property n/a
HMLR Fee for registering property transfer Subject  to HMLR scale of charges n/a

Table 6 – Probate

Obtaining Grant only  IHT205 case £500.00 £100.00
Obtaining Grant only  IHT400 case £1,250.00 £250.00
Deed of Variation £650.00 £130.00
Assent of Property (Registered Freehold) £250.00 £50.00
Value Element Charged on Grant Application only 0.12% of Gross Estate (exc. Residence)

0.06% of Residence

Current rate
 

PART TWO  – HOURLY FEES

 

Table 7 – Private Client Work during an Individuals Lifetime

Administration (ongoing) of a Donors Financial Affairs under a LPA /EPA on behalf of an Attorney or acting for an appointed Deputy during an Individuals Lifetime Hourly Charging Rate set out below Current rate

Table 8 – Probate Work (Complete Administration of Estate ) upon an Individuals Death

Full Administration of a Deceaseds Estate

 

The ‘average’ probate:

Takes between:

  • 10 – 20 (lower end of the range) and
  • 20 – 40  (higher end of the range)

chargeable hours

And results in total costs of:

  • £2,750 – £5,500 plus VAT (lower end of the range) and
  • £5,500 – £11,000 plus VAT (higher end of the range)

A Value Element traditional results in an additional charge of between £2 – £5K (lower end of range) and £5 – £15K (higher end of range)

NB – Please also review disbursements under Table 11 below

Please note every probate is unique and will  have a multitude of variables (number of assets, beneficiaries, tax issues etc) that can result in time spent and charges raised being both higher and lower than the above ‘average’ figures

NB – the anticipated costs DO NOT apply to Contentious Probate that is handled separately by our Litigation Department.

Hourly Charging Rate (Table 9)

+

Value Element

(Table 10)

+

 Disbursements

 (Table 11)

+

VAT at current rate

Table 9 – Hourly Charging Rate

Director of GAD Solicitors / Consultant £300 per hour (plus VAT)

All Letters ,telephone calls, emails and texts recorded in 6 minute units at £30.00 (plus VAT) per unit

Head of Department £275 per hour (plus VAT)

All Letters ,telephone calls, emails and texts recorded in 6 minute units at £27.50 (plus VAT) per unit

Senior Associate / Solicitor £250 per hour (plus VAT)

All Letters ,telephone calls, emails and texts recorded in 6 minute units at £25.00 (plus VAT) per unit

Associate or Senior Adviser or Solicitor £225 per hour (plus VAT)

All Letters ,telephone calls, emails and texts recorded in 6 minute units at £22.50 (plus VAT) per unit

Paralegals £210 per hour (plus VAT)

All Letters ,telephone calls, emails and texts recorded in 6 minute units at £21.00 (plus VAT) per unit

Court Clerk £200 per hour (plus VAT)

All Letters ,telephone calls, emails and texts recorded in 6 minute units at £20.00 (plus VAT) per unit

Table 10 – Value Element

 

Where GAD Solicitors is NOT an Executor

(Element of Estate below £1M)

1% of Gross Estate (exc. Residence)

0.5% of Residence

Current rate
Where GAD Solicitors IS an Executor

(Element of Estate below £1M)

1.5% of Gross Estate (exc. Residence)

0.75% of Residence

Current rate
Balance of Estate between £1M – £4M 0.33% ( 0.5% Solicitor Executor) Current rate
Balance of Estate between £4M – £8M 0.1111% ( 0.1666% Solicitor Executor) Current rate
Balance of Estate between £8M – £12M 0.0555% ( 0.0833% Solicitor Executor) Current rate
Balance of Estate over £12M 0.0275% ( 0.0416% Solicitor Executor) Current rate

Table 11 – Typical Disbursements (3rd Party Fees) payable in respect of Table 6 – 8 Instructions

Commissioner Fees £5-7 per person n/a
Probate Court Fee £155.00 n/a
Office Copies of Grant £5.00 n/a
Statutory Notices in London Gazette and Local Press £225 approx. inc
Land Charge Bankruptcy Search £2.00 per beneficiary  
HMLR Fees on Assent of Property Subject  to HMLR scale of charges n/a
Valuation Fees £500 – £1,000 per property (approx.) £100 – 200.00

*Court “Fixed Fee” in relation to Deputyship may be waived in favour of the hourly rate set out below where matters become prolonged/contentious/value of Estate above £16,000.00.

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