View PDFFixed price options

We will agree charges with you at our initial meeting, once we have fully established your requirements, and by reference to the following:

 

'Basic' fixed price Wills

Basic Will - If Sutton McGrath Hartley are sole, primary executors, & all meetings at our offices:

Single Will - £50 + VAT

Mirror Wills - £80 + VAT

 

Basic Will - all meetings at our office: 

Single Will - £125 + VAT

Mirror Wills - £200 + VAT

NB. A 'Basic' Will consists of the following: named executors, funeral instructions, incorporation of all STEP 2 Standard and Special Provisions, an outright gift into residue (up to four beneficiaries) with one substitute level of residue (up to four beneficiaries), initial 60 minute meeting to take your instructions and discuss options, second 30 minute meeting to sign your Will(s)

 

Additional Costs

Will Trust - £300 + VAT

Expression of Wishes - £100 + VAT

Severance of Joint Tenancy - £125 + VAT

Guardians - £25 + VAT (for every 2 named Guardians)

Specific gifts - £25 + VAT each

Non provision clause - £50 + VAT

Extra Beneficiaries - £25 + VAT each

Home visit - £185 + VAT per visit (within 20 miles of one of our offices)

 

 

Lasting Powers of Attorney (LPAs)

Lasting Power of Attorney (LPA) for Property & Financial Affairs:

£295 + VAT for single person that includes one Attorney

£495 + VAT for a couple that includes one Attorney

£50 + VAT for every additional Attorney

 

LPA for Health & Welfare:

£295 + VAT for single person that includes one Attorney

£495 + VAT for a couple that includes one Attorney

£50 + VAT for every additional Attorney

 

Both LPAs for a single person: 

£495 + VAT includes one Attorney

£50 + VAT for every additional Attorney

 

Both LPAs for a couple:

£795 + VAT includes one Attorney

£50 + VAT for every additional Attorney

 

Inheritance Tax Reviews

Sutton McGrath Hartley offers a NO OBLIGATION CONSULTATION to review our requirements. Following this, should you wish to proceed, our fees to prepare a personalised report on suggested strategies for inheritance tax mitigation start from £750 + VAT. The cost for then implementing any of those recommendations would be calculated on a time charged basis and would be agreed with you prior to the commencement of work.  

 

Lifetime Trusts For Asset Protection

Lifetime Trust for a single person - £1500 + VAT

Lifetime Trust for a couple - £2500 + VAT

 

Estate Planning Packages

Option 1 – Will preparation and Lasting Powers of Attorney

Our basic package is the minimum planning that we recommend that you should have in place to protect your family, regardless of the size of your estate.

It protects your assets after your death for the benefit of your spouse/partner, children, grandchildren and other beneficiaries.

It also appoints people that your trust to manage your affairs in case you are no longer able to do so yourself in the future.

However, it does not provide any asset protection during your lifetime, so only those assets left in your estate at the date of your death will be protected.

What is included:

  • A comprehensive Estate Planning consultation
  • A professionally drafted Will, incorporating a Will Trust
  • A Lasting Power of Attorney over your Property & Financial Affairs
  • A Lasting Power of Attorney over your Health & Welfare
  • Severance of one Joint Tenancy (for jointly held property, if necessary)
  • An Expression of Wishes (for the guidance of the Trustees of your Will Trust)
  • A supervised meeting to Attest your Will
  • Secure document storage

Cost for one person - £795 + VAT

Cost for a couple - £1395 + VAT

 

Option 2 - Will Preparation, Lasting Powers of Attorney, and a Lifetime Asset Protection Trust

This is our most popular package.

In addition to the benefits afforded by our Will Preparation & Lasting Powers of Attorney package, this plan will protect your assets during your lifetime by using a Lifetime Asset Protection Trust.

You can protect your estate from risks by placing your assets in a protective environment without loss during your lifetime. 

Furthermore there will be no need for your beneficiaries to obtain Probate for the assets that are in your trust after your death. Your trustees will already have control of your fund and can therefore avoid the not inconsiderable costs of Probate & Estate administration.

What is included:

  • Everything in the Will Preparation & Lasting Powers of Attorney Package (Option 1)
  • A Lifetime Asset Protection Trust which can be used to protect your main residence (up to the value of the IHT nil rate band)
  • Completion and filing of HMRC documentation in connection with establishing the Trust

Cost for one person - £1995 + VAT

Cost for a couple - £3295 + VAT

 

Probate & Estate Administration

Obtaining the grant of probate - £650 + VAT

Estate Administration – our fixed rates start at 1% for higher value estates. Alternatively, we can agree to base our charges on the hours actually spent on the administration; the choice is yours.

 

If your requirements are not met by our fixed price options, our charges will then be based on our hourly rates. 

 

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