Private Wealth fixed fees
Private Wealth fixed fees
Private Wealth fixed fees
Private Wealth fixed fees
(Please note the current standard rate of VAT is 20%)
Services | Net Fee £ | VAT £ | Total |
---|---|---|---|
Wills | |||
Single Will, including:
|
£250 | £50 | £300 |
Add on:
|
£55 | £11 | £66 |
Mirror Wills (as above for two people) | £375 | £75 | £450 |
Add on:
|
£75 | £15 | £90 |
Mirror Wills including life interest over interest in main residence. This includes:
|
£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:
|
£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:
|
£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:
|
£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:
|
£800 | £160 | £960 |
Plus registration fee charged by the Office of the Public Guardian | £328 | ||
Total | £1,288 | ||
Enduring Powers of Attorney | |||
Service includes:
|
£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:
|
£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:
Meet the team and find out more about our private wealth services.