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Transparent fixed-fee pricing for specialist probate support services, allowing you to increase your team's capacity without increasing headcount.

Flexible, confidential support for UK law firms, when you need it.​ Available when workloads rise, specialist assistance is needed, or internal resources are stretched.

Estate Accounts

Popular Choice

Simple

For straightforward Estates comprising up to:

  • 10 assets

  • 5 legacies/bequests, and

  • 5 residuary beneficiaries ​​

£600 + VAT

Standard

For Estates comprising:

  • Between 11 to 20 assets

  • Up to 15 legacies/bequests, and

  • Up to 15 residuary beneficiaries 

£800 + VAT

Complex

For "non-standard" Estates due to:

  • Number of assets/beneficiaries

  • Complexities e.g. appropriation, investment schedules(s), IHT apportionment (not exhaustive)

£1,000 + VAT

Why not combine with.... (for full "final stages" support)

Administration Period Tax

Popular Choice

Our Charity Offering

Charity R185 Forms
(including calculations)

£20 + VAT per Form

(Rate for Individuals charged at £40 + VAT)​

Preparation of Gains and Losses Schedule for CGT (or IHT) purposes
(Property and Investments)

£200 + VAT

Administration Period Income Tax 
- Formal Tax Returns (SA900)

£200 + VAT per Return​

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Capital Gains Tax Calculation
(including preparation of SA905 if Formal)
 

£200 + VAT

Administration Period Income Tax (Informal)

£200 + VAT

 

Preparation of Memorandum of Appropriation
(to appropriate assets to the Beneficiaries re CGT)

£200 + VAT

DWP, HMRC, or anything else holding you up in finalising the Estate? 

We can help....

Inheritance Tax

Expert Support

IHT400
(including standard supplementary pages)

£250 + VAT

Transferable Nil Rate Band Claim Form (IHT402)

+ £75 + VAT

Business Property Relief (BPR) Claim Form (IHT413)

+ £75 + VAT

Schedule of Lifetime Gifts
(including application of exemptions)

£200 + VAT

Residence Nil Rate Band (RNRB) Claim Form (IHT435)

+ £75 + VAT

Agricultural Property Relief (APR) Claim Form (IHT414)

+ £75 + VAT

Lifetime Gifts Supplementary Page (IHT403)

+ £75 + VAT

Transferable RNRB Claim Form (IHT436)

+ £75 + VAT

Reduced Rate of IHT Claim Form (IHT430)

+ £75 + VAT

Calculation of the Inheritance Tax
(including HMRC's IHT calculation supplementary page)

+ £250 + VAT

Baseline Legacy Calculation
 

+ £175 + VAT

Single Grossing Up Calculation
 

+ £175 + VAT

Successive Charges Relief Calculation
 

+ £175 + VAT

Double Grossing Up Calculation
 

+ £250 + VAT

Aggregation Calculation
(where the Deceased was a Life Tenant)

+ £175 + VAT

IHT Corrective Account (C4)
 

£250 + VAT

Application for an IHT Reference
 

£25 + VAT

Loss on Sale Relief Claim for Investments (IHT35)

£175 + VAT

Preparation of IHT423 Forms
(IHT Direct Payment Scheme)

£25 + VAT

Loss on Sale Relief Claim for Property (IHT38)

£125 + VAT

"Quarter Up" Investment Valuations
 

£25 + VAT per Shareholding

Frequently combined with.... 

Probate Application Documentation

Schedule of Assets & Liabilities

 

£200 + VAT

Preparation of Probate Application Paper Form PA1P/PA1A, or Online Application

£200 + VAT

Following receipt of the Grant

Grant Receipt Letters to Institutions
(to send the Grant and to request
the encashment of assets)

£25 + VAT per Letter

Reconciliation of monies from Bank Accounts, Individual Shareholdings, Bonds following encashment

£75 + VAT per Asset

Preparation of Forms for the Encashment of Assets (PDF)
 

£25 + VAT per Form

Property Sale Post-Completion Letters to Utility Companies 
(to provide final readings/request account closure)

£25 + VAT per Letter

Reconciliation of Investment Portfolio proceeds following encashment
(including calculating gains/losses)

£200 + VAT per Portfolio

What else can we help with?
Additional services include....

Initial Letters to Institutions
(to advise of the death, and to obtain date of death
valuations and tax information)

£25 + VAT per Letter 

Completion of Mail Redirection
Application Form (PDF)
(not including the cost of the Redirection itself)

£25 + VAT

Arranging a Digital Asset Search
(not including the cost of the Asset Search itself)
 

£75 + VAT

Arranging placement of s27 Trustee Act Notices to Creditors 
(not including the cost of the Notices themselves)

£50 + VAT

Obtaining a copy of the Land Registry Property Title Information Document  
(not including the cost of the Document itself)

£25 + VAT

Completion of Application Forms for Birth, Death and Marriage Certificates
(not including the cost of the Certificate itself)

£25 + VAT per Application

Application for a copy Will and Grant
(not including the cost of the Will and Grant itself)

£25 + VAT per Application

Letter to HMRC/Accountant to supply Lifetime Tax Information

£100 + VAT

Need a service not listed?
It might be that you just need something as simple as some chasers by letter, email or telephone, for example.

We can help...​

We believe in transparent, fixed-fee pricing. All fees are agreed in advance, with no hidden charges, allowing your firm to instruct us with confidence.

Ready to increase your team's capacity?

​In addition to the above, we are happy to help where we can. If there is something you require assistance with that is not listed, we will be happy to discuss more bespoke tasks with you and provide a fixed fee quote.

ASB Probate Services - Helping UK law firms and probate professionals with trusted probate support.

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✓ Fixed Fees      ✓ Confidential and discreet B2B Support      ✓ No Long-Term Contracts      ✓ Supporting UK Law Firms and probate professionals

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