Fixed fees for our estate planning work, published in full. Every price on this page is the total you pay, with VAT already included. We will confirm the fee in writing before we start, and it will not change unless the work does and you agree to it first.
You know the figure before we begin.
Charged at 20%. No separate line on your bill.
Third-party fees are shown as they arise.
Estate administration is priced separately and is not covered by this schedule, because every estate differs. [Sachin: this block must be replaced with published costs information for uncontested probate before the site goes live — see section 5 of the rewrite brief. It is a mandatory requirement under the SRA Transparency Rules, not an optional page.]
A standard will covers most situations. The clauses below are added only where your circumstances call for them, and we will tell you which apply before you commit to anything.
| Service | Price | Excluding VAT |
|---|---|---|
| Standard will, including risk statements | £360 | £300 |
| Will with distribution to pilot trusts, including risk statements | £360 | £300 |
| Foreign property clause | £216 | £180 |
| Gift of property clause | £180 | £150 |
| Charitable giving clause | £180 | £150 |
| Agricultural clause | £180 | £150 |
| Business clause | £180 | £150 |
| Clause made in anticipation of marriage | £108 | £90 |
| Service | Price | Excluding VAT |
|---|---|---|
| Children's trust | £240 | £200 |
| Nil-rate band discretionary trust | £1,194 | £995 |
| Nil-rate and residence nil-rate band discretionary trust | £1,194 | £995 |
| Discretionary trust of residue | £1,194 | £995 |
| Discretionary trust of residue, including residence nil-rate band | £1,194 | £995 |
| Life interest in property trust | £1,194 | £995 |
| Interest in possession trust | £1,194 | £995 |
| Trust for a disabled beneficiary | £1,194 | £995 |
| Agricultural trust | £720 | £600 |
| Business trust | £720 | £600 |
Prices are per document. Most people make both a property and financial affairs LPA and a health and welfare LPA. The Office of the Public Guardian charges its own registration fee on top, which is a disbursement rather than our charge.
| Service | Price | Excluding VAT |
|---|---|---|
| Property and financial affairs LPA | £540 | £450 |
| Health and welfare LPA | £540 | £450 |
| Business LPA | £540 | £450 |
| Business power of attorney | £540 | £450 |
| Joint continuing power of attorney | £540 | £450 |
| Deed of revocation | £360 | £300 |
These are specialist arrangements and are not right for everybody. We will give you an honest view of whether one helps in your situation, what it costs to run, and what it will not achieve, before you spend anything.
| Service | Price | Excluding VAT |
|---|---|---|
| Family trust | £1,194 | £995 |
| Flexible family trust | £1,194 | £995 |
| Family interest in possession trust | £1,194 | £995 |
| Family business trust | £1,194 | £995 |
| Family agricultural trust | £1,194 | £995 |
| Family disabled trust | £2,700 | £2,250 |
| Family gift trust | £1,320 | £1,100 |
| Family holdover gift trust | £2,700 | £2,250 |
| Family personal injury trust | £2,700 | £2,250 |
| Service | Price | Excluding VAT |
|---|---|---|
| Family pension death benefits trust | £720 | £600 |
| Nomination of pension death benefits | £720 | £600 |
| Family life assurance trust | £840 | £700 |
| Family joint life assurance trust | £1,194 | £995 |
| Declaration of trust, large life policy | £1,440 | £1,200 |
| Deed of assignment, life assurance | £1,080 | £900 |
| Deed of assignment, large life policy | £1,080 | £900 |
| Service | Price | Excluding VAT |
|---|---|---|
| Trust of land, same trustees | £2,700 | £2,250 |
| Trust of land, different trustees | £4,200 | £3,500 |
| Declaration of trust, contribution to property | £1,080 | £900 |
| Declaration of trust, assets other than property | £1,080 | £900 |
| Additional property probate trust | £4,200 | £3,500 |
| Investment probate trust | £1,440 | £1,200 |
| Deed of assignment, investment bond | £1,080 | £900 |
| Property protection trusts, all variants | Quoted | — |
| Property protection trust of land | Quoted | — |
| Service | Price | Excluding VAT |
|---|---|---|
| Shareholders trust | £630 | £525 |
| Deed of assignment, shareholders trust | £1,080 | £900 |
A deed of variation lets beneficiaries redirect an inheritance within two years of a death, which can change the inheritance tax position. Most trusts must also be registered with HMRC and kept up to date.
| Service | Price | Excluding VAT |
|---|---|---|
| Variation into a family trust | £2,400 | £2,000 |
| Variation into a family interest in possession trust | £1,194 | £995 |
| Variation into a family business trust | £1,194 | £995 |
| Service | Price | Excluding VAT |
|---|---|---|
| Non-taxable trust registration | £360 | £300 |
| Each additional beneficiary | £30 | £25 |
| Appointing, removing or replacing trustees | £720 | £600 |
| Loan documents | £720 | £600 |
| Loan repayment | £720 | £600 |
| Service | Price | Excluding VAT |
|---|---|---|
| Document storage | £60 | £50 |
| Compliance fee | £36 | £30 |