Susanne White Private Client Solicitor
Opening Hours
Monday - Friday 8am - 6pm
Appointments outside of these hours are available on request
Phone
Equity Release
My fees start from £1,200 plus VAT plus ID verification check of £23 plus VAT per client. Any additional fees such as HM Land Registry fees and bank charges will be advised following a review of the mortgage offer.
Inheritance Tax Planning
I offer an initial fixed fee appointment for £500 plus VAT plus ID verification check of £23 plus VAT per client. This initial appointment will enable me to understand your individual circumstances and includes a full letter of advice summarising the tax position and offering a bespoke solution to your inheritance tax needs. Any additional advice following this initial appointment will be charged at the hourly rate of £320 plus VAT.
Lasting Powers of Attorney
I offer a fixed fee service of £400 plus VAT for the preparation of each Lasting Power of Attorney. In addition, a court fee of £82 for each Lasting Power of Attorney is payable when registering the documents with The Office of the Public Guardian and ID verification check of £23 plus VAT for each client.
Long Term Care Planning
A first appointment is charged at a fixed fee of £400 plus VAT plus ID verification check of £23 plus VAT per client. Any additional advice is charged at an hourly rate of £320 plus VAT
Probate
The exact costs will depend on the individual circumstances of the estate. So that I can give you certainty about my charges I offer an initial free consultation where I will ask you to provide me with as much information as possible. Following our consultation, I will be able to calculate approximately how many hours of work will be involved to complete the matter and provide you with an anticipated range of fees at the outset based on my hourly rate of £320 plus VAT.
Examples
Simple estate no Inheritance Tax payable
An application for probate where there is a valid Will, and the value of the estate is under £325,000 fees range from £1,800 – £5,000 plus VAT plus disbursements.
Medium complexity estate
An application for probate where there is a valid Will, or an intestacy (no Will) and the estate is over £325,000 and no inheritance tax is payable, but a HM Revenue & Customs account is required to claim inheritance tax reliefs, fees range from £4,500 – £6,500 plus VAT.
Complex estates
An application for probate where there is a valid Will or intestacy (no Will) where inheritance tax is payable fees start from £6,500 plus VAT.
Disbursements
Disbursements are expenses incurred during the case which are additional to the fees quoted above and typically include:
- Probate court fee £300 plus £1.50 for each office copy of the grant of probate.
- ID verification check for each executor or administrator £23 plus VAT.
- Bankruptcy search £2 for each beneficiary.
- HM Land Registry fee for each copy of house deeds and title plan £6.90.
- Trustee Act Notice £200 – £300 plus VAT.
- Payments made by bank transfer (BACS) £10 plus VAT per payment.
Trusts
I can advise trustees and beneficiaries on the interpretation of specific trusts and an overview of trustees’ administrative duties based on my hourly rate of £320 plus VAT plus ID verification check of £23 plus VAT for each client.
I also offer fixed fees for the creation of various Trust documents including:
- Deeds of retirement and appointment of new trustees £600 plus VAT.
- Declarations of trust from £500 plus VAT.
- Personal injury trusts from £1200 plus VAT.
- Lifetime Trusts from £1800 plus VAT.
Wills
Prices start from £350 plus VAT for a single Will and £500 plus VAT for couples plus an ID verification check of £23 plus VAT for each client.