In light of current events, Jackson Robson Licence has taken preventive measures in order to reduce the risk of contamination. Advice and guidelines as issued by the official Authorities remain leading. We aim to safeguard the continuity of our services, therefore, our new opening hours are Monday, Wednesday and Friday 8.30-4.45pm.

Probate

Probate

Jackson Robson Licence is licensed by the Institute of Chartered Accountants in England and Wales to carry out non-contentious probate in England and Wales.

We understand that when someone dies it can be an emotional and overwhelming time for the family and you may feel unable to deal with the legal and administrative issues required.

Matters to think about will include:
  • Registering the death
  • Making the funeral arrangements
  • Completing government forms
  • Applying for a Grant of Probate

Should you choose to hand everything over to us, we have a professional and experienced probate team who can deal with all the necessary matters in an efficient and compassionate manner.

Probate is the process of administering the estate of a person who has died and ensuring its distribution to those who will inherit, after discharging any debts and liabilities.

We have the necessary knowledge and experience to handle all stages of Probate:
  • Estate administration
  • Preparation of all tax returns
  • Applying for Grant of Probate
  • Preparation of estate accounts
  • Dealing with property
  • Collection of the assets, discharging liabilities and expenses
  • Allocating the estate to the beneficiaries
  • General advice and support on the role of executor/administrator
Fees for Probate work

We are keen for our potential clients to obtain best value for money & to be able to budget when they are looking for Probate services.

To assist with this, we always aim to have an introductory meeting wherever possible. This allows us to gain a basic understanding of the estate which then enables us to consider & explain the likely work involved, together with an estimate of the cost of that work. This meeting will be free of charge & without obligation.

Our fees are generally fixed at the start of an engagement but can be subject to certain variables by agreement. If increases in cost are likely, this will be explained at the initial meeting.

Typically our fees for a complete Probate assignment will be calculated on the following basis:

1.5% of estate assets other than property plus 0.75% of property value. In addition, all our fees are subject to VAT @ 20%.

For example, an estate with £200,000 in savings & investments together with a share of property worth £150,000 will typically incur fees of around £4,125 + VAT.

Please note that where the number of assets in the estate is small, or where property values are relatively large, our fees may be proportionately lower.

Fees for more complex estates may be greater, but this will be explained at the initial meeting. Such estates will include the liaising with several other professionals (for example valuers) or where the work is protracted by circumstances outside our control (such as difficulties in obtaining information).

The above is subject to a minimum fee of £3,000 + VAT.

Disbursements made on behalf of clients are in addition to these fees.

Services

How to contact us

DRIFFIELD OFFICE
01377 252195

BRIDLINGTON OFFICE
01262 672905

savetax@jacksonrobson.co.uk