£1,200 FULL ESTATE ADMINISTRATION SERVICE CONDITIONS
(don't worry there are not many and we try to use plain English):
 
1. Service applies to deaths in England and Wales, whereby the deceased was a full time resident within the UK
 
2. Estate values:
 
SINGLE PERSON HAS DIED:
Assets of the deceased must add up to less than £325,000.
 
MARRIED PERSON HAS DIED:
Assets of the deceased must add up to less than £1 Million.
 
WIDOWED PERSON HAS DIED:
Assets of the deceased must add up to less than £325,000, or £650,000 if the predeceased spouse did not utilise his/her Nil Rate Band prior to the death of the deceased.
Please note that if £650,000 is going to be claimed as free of Inheritance Tax, an additional £180 is payable to process the claim to HM Revenue and Customs for the tax relief.
 
3. ALL CASES. As normal, 'assets of the deceased' include 50% of any jointly owned assets and sometimes gifts of money or property given away within 7 years before the death.
 
4. OTHER CASES. There are not many circumstances whereby we cannot offer the Fully-inclusive Fixed fees as advertised on the web pages, however sometimes there are complications such as assets in a foreign country, trust provisions, very large gifts made prior to death that may prevent a fee applying. These circumstances are very rare and in any event we agree the fixed fee in advance, so there are no shocks or surprises whatever the circumstances of the deceased.
 
5. DISBURSEMENTS. Disbursements is an awful word used by Lawyers that basically means expenses payable to 3rd parties, like the VAT man. Our Fully-Inclusive Fixed-Fees INCLUDE everything needed for a normal Estate Administration such as VAT, Court application fees, up to 5 x sealed copy Grants, Land Registration fees - but it doesn't include things that are optional and not normally necessary, including professional valuations, insurance etc.
 
5. SPANNERS. The fully-inclusive fixed-fee services we offer cover 'normal' Estate Administrations and Probate Applications. If the deceased's right to his Estate, or a beneficiary's right to inherit is legally challenged, this is called contentious probate and not available with fixed fees, although we always consider taking on any court cases and challenges on a no-win, no-fee basis. Likewise, if HM Revenue & Customs challenge the valuations you submit, additional charges may be payable if that challenge gets serious.
 
6. QUANTITY OF ASSETS. Finally we have to place a small restriction on the quanity of assets held by the deceased but what we have come up with is sufficient for the vast majority of Estates that meet the value limits above (set by HM Revenue & Customs to qualify as an Inheritance tax free Estate) and in any event we don't charge much if the assets exceed the following limits.
 
CASH: No maximum.
BANK ACCOUNTS: Maximum of 5 Accounts.
BONDS/INSURANCE POLICIES: Maximum of 2.
SHAREHOLDINGS (with certificates): Maximum of 5 holdings.
HOUSE/FLAT: Maximum of 1 (regiistered at Land Registry)..

PRIVACY STATEMENT:
Under the Data Protection Act, we have a legal duty to protect any information we collect from you. We use leading technologies and encryption software to safeguard your data, and keep strict security standards to prevent any unauthorised access to it.
 
Any personal information that you provide to us will only be used for the purpose stated at the time we request it. This information will not be disclosed to a third party.
 
We may collect information from you when you fill in an online registration form for any of our web site services. We may also collect information you give us over the telephone or in written or other communications. We will NOT make use of your personal information for direct marketing activities, or supply this information to third parties for their direct marketing activities.
 
We endeavour to ensure that your data is stored securely and to prevent unauthorised access. We have security measures in place to protect your information which we monitor regularly.
 
Our policy is to comply with the Data Protection Act 1998 and the Regulation of Investigatory Powers Act 2000 and all other legislation which governs the maintenance of privacy in your information. We also require compliance with such legislation by third parties.
 
Our web site provides a number of links to web sites not operated by us or by companies associated with us. We take no responsibility for the use of any information about you which is collected as a result of your use of these web sites and this privacy policy does not extend to any web site operated by anybody other than us.
 
End of Privacy Statement.