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

 

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