Private Wealth fixed fees

(Please note the current standard rate of VAT is 20%)

Services Net Fee £ VAT £ Total
Wills
Single Will, including:

  • Preparation of Will;
  • Acting as witnesses;
  • Registering with National Will Register; and
  • Storing your Will and a copy provided
£250 £50 £300
Add on:

  • Letter of wishes regarding personal belongings
£55 £11 £66
Mirror Wills (as above for two people) £375 £75 £450
Add on:

  • Letter of wishes regarding personal belongings (for two people)
£75 £15 £90
Mirror Wills including life interest over interest in main residence. This includes:

  • Preparation of Wills which incorporate life interest trust over share in main residence.
  • Letter of wishes regarding personal belongings;
  • Register with National Will Register; and
  • Storing your Wills and copies provided
£800 £160 £960
Codicil to existing Will £200 £40 £240
Home visit in Stoke-on-Trent area £150 £30 £180
Severing joint ownership of property to tenants in common
Preparing Notice of Severance £150 £30 £180
Registering restriction £50 £10 £60
Obtaining office copies £15 £3 £18
Lasting Powers of Attorney
Single person Lasting Power of Attorney (either Health and Welfare or Financial), including:

  • Acting as your certificate provider
  • Work to register your Lasting Power of Attorney
  • Storing your Lasting Power of Attorney
£400 £80 £480
Plus registration fee charged by the Office of the Public Guardian £82
Total £562
Joint persons Lasting Power of Attorney (either Health and Welfare or Financial), including:

  • Acting as your certificate provider
  • Work to register your Lasting Powers of Attorney
  • Storing your Lasting Powers of Attorney
£600 £120 £720
Plus registration fee charged by the Office of the Public Guardian £164
Total £884
Single person Lasting Power of Attorney (both Health and Welfare and Financial), including:

  • Acting as your certificate provider
  • Work to register your Lasting Powers of Attorney
  • Storing your Lasting Powers of Attorney
£600 £120 £720
Plus registration fee charged by the Office of the Public Guardian £164
Total £884
Joint persons Lasting Power of Attorney (both Health and Welfare and Financial), including:

  • Acting as your certificate provider
  • Work to register your Lasting Powers of Attorney
  • Storing your Lasting Powers of Attorney
£800 £160 £960
Plus registration fee charged by the Office of the Public Guardian £328
Total £1,288
Enduring Powers of Attorney
Service includes:

  • Preparation of Registration documents and
  • Storing your Enduring Power of Attorney
£350 £70 £420
Plus registration fee charged by the Office of the Public Guardian £82
Total £502
Trusts
Death in Service Trust and letter of wishes £500 £100 £600
Property Ownership Declaration of Trust £500 £100 £600
Creation of life interest trust or discretionary trust for use in lifetime estate planning including:

  • Advice in relation to Inheritance Tax;
  • Registration and reporting of trust at HMRC;
  • Preparation of accompanying letter of wishes; and
  • Attendance to take your instructions.
£1,800 £360 £2,160
Reports
Estate, inheritance tax assessment and succession recommendations report (unless otherwise agreed due to additional complexities)
See our probate fixed fees
£800 £160 £960

 

We will also charge for an online identification check of £14.40 per individual, £12 for a UK Company check, and £7.50 for a Source of Funds check. These charges are exclusive of VAT and are dependent on the level of checks required and whether the online platform is used.

Find out more about the process for:

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