18 Severn Side South
Bewdley
Worcestershire
DY12 2DX
01299 405873

List of charges

Single Will (a single document for a single person)
£275 plus VAT (limited to 3 legacies (fixed gifts of money)/residuary gifts), additional legacies/residuary gifts any complex substitutional clauses will incur further costs – please ask for details).

Mirror Will
£550 plus VAT (2 documents drafted as a ‘matching pair’ for husband and wife or a couple), (limited to 3 legacies (fixed gifts of money)/residuary gifts), additional legacies/residuary gifts any complex substitutional clauses will incur further costs – please ask for details).

One Lasting Power of Attorney for an individual (Either Health & Welfare or Property & Finance)
£600 plus VAT (plus OPG registration fees of £82) N.B. There are exemptions and remissions for OPG registration fees.

Two Lasting Power of Attorney for an individual (both Health & Welfare and Property & Finance)
£850 plus VAT (plus OPG registration fees of £164) N.B. There are exemptions and remissions for OPG registration fees.

Lasting Powers of Attorney for a couple (both Health & Welfare and Property & Finance)
£1250-£1350 plus VAT (plus OPG registration fees of £328) N.B. There are exemptions and remissions for OPG registration fees.

Flexible Life Interest Will Trust for a couple
£1000 plus VAT (a flexible trust giving spouse/civil partner a life interest with an option to appoint to other named beneficiaries or to appoint to the spouse/civil partner), (limited to 3 legacies (fixed gifts of money)/residuary gifts), additional legacies/residuary gifts any complex substitutional clauses will incur further costs – please ask for details).

Discretionary Will Trust for a couple
£1000 plus VAT (a trust drafted into a Will which allows Trustees to decide when any of a group of named beneficiaries can inherit), (limited to 3 legacies (fixed gifts of money)/residuary gifts), additional legacies/residuary gifts any complex substitutional clauses will incur further costs – please ask for details).

Life Interest Will Trust for a couple
£1000 plus VAT (a trust drafted into a Will which gives the beneficiary a life interest in the asset(s) to give an income to the beneficiary if required), (limited to 3 legacies (fixed gifts of money)/residuary gifts), additional legacies/residuary gifts any complex substitutional clauses will incur further costs – please ask for details).

Bespoke Wills
It is sometimes necessary to advise on assets such as a business interest, domicile or succession in other countries – please ask for details of additional charges for advice in respect of these issues.

Severance of Joint Tenancy
£100 plus VAT (enables joint owners of an asset to gift their share of the asset in their Will)

Will Storage
Storage with Westons Wills and Probate annual charge £25 plus VAT for an individual or £30 plus VAT per document envelope (Will and LPA)

ID1 Forms £60 plus VAT

Deputyship
Fixed Fees £950 plus VAT plus disbursements

PROBATE FEES:-

Fixed Fees:-

Grant only (standard – IHT205) £1250 plus VAT plus disbursements

Full Administration and Fixed Fee Probate
Figures based on Gross value of estate (IHT 205)

Up to £150,000 £3250 plus VAT plus disbursements*
£150,001 – £250,000 £4500 plus VAT plus disbursements*
£250,001 – £325,000 £5000 plus VAT plus disbursements*

Estates of £325,000 plus are on a time basis – please ask for hourly rates (e.g. £200 plus VAT per hour x 25 hours = £5,000 plus VAT).

Depending on individual circumstances these charges may vary e.g. the number of assets and complexity of those assets increase the time required to administer the estate.

*Disbursements are approximately £500 plus VAT for most estates.

Administration costs in probate matters include fees from the bank for transfers (approximately £30 plus VAT per transfer).

Home visits: £20 plus VAT within a 15 mile radius. Please ask for details if you live further than 15 miles.

PAYMENT OF HALF FEES TO BE MADE UPON SIGNING OF LETTER OF INSTRUCTIONS AND BALANCE ON COMPLETION OF THE FINAL DRAFT OF THE DOCUMENTS INSTRUCTED TO BE PREPARED (CASH; CHEQUE OR BANK TRANSFER).

PROBATE MATTERS ARE INVOICED ON A QUARTERLY BASIS OR BY AGREEMENT WITH THE CLIENT. 

Prices are correct as of September 2023

VAT Registration Number 431 0446 40