A Private Client solicitor is one who can be described as advising individuals and their families as to how to retain and increase the family’s wealth. This can be by a number of means including sensible tax planning, the making of wills and the drafting of trusts. Although not strictly associated with wealth preservation, this discipline also includes the preparation of powers of attorney.
At Tedstone George and Tedstone, we have spent many years advising individuals and their families from the very, very wealthy to those with modest wealth as to how to arrange their affairs best and we look forward to discussing these matters with you.
- Adam Tedstone (Solicitor and Head of Department)
- Jenny Briggs (Probate Associate)
- Mervyn Griffiths (Paralegal)
- Rhiannon Ansell (Trainee Solicitor)
Fees and disbursements
Please find below our costs for Wills, Powers of Attorney and applications to the Court of Protection.
Wills
Our costs include taking instructions, drafting the Wills, attending you to sign and dealing with the relevant archiving, including storage, of your Will.
Lasting Powers of Attorney
Our costs include taking instructions, drafting the powers, attending you to sign, submitting the powers to the Office of the Public Guardian for registration (if we are instructed to do so), making any necessary notifications, providing certified copies of each power to you and dealing with the storage of your original document.
Court of Protection
Our costs include taking instructions, preparing the Court of Protection application forms, requesting a medical assessment for the person to which the application relates, attending you to sign, submitting the application to the Court of Protection, making any necessary notifications, putting in place any requested bond on your behalf and dealing with the storage of your original document.
Probate and Administration of Estates
Our charges can be based on the value of the estate and these can only be ascertained once we have determined the estate’s value.
Our costs will normally be based on the extent of work involved and will be charged at our hourly rates, as below. We can be instructed to deal with as much or as little of the estate as you choose.
Works that you may ask us to carry out include: notifying banks, investment companies, utility companies, preparing Probate papers, collecting in the assets, arranging for the payment of any estate debts, Inheritance Tax and funeral costs, preparing estate accounts and distributing the estate to the beneficiaries. However, you may wish to carry out all or some of these actions yourself to save costs.
We offer an initial fixed fee appointment which costs £30 + VAT for a thirty-minute consultation, where we can assess the works involved, take any instructions from you and also gather an idea of the value of the estate.
Other matters
We assist and advise with Private Client matters such as trust deeds, estate planning, and deeds of variation of wills.
Our costs will be charged on an hourly basis:
- Adam Tedstone – £255 + VAT
- Rhiannon Ansell – £177 + VAT
- Jenny Briggs – £177 + VAT
- Mervyn Griffiths – £177 + VAT
If you would like to arrange an appointment to discuss further,
please telephone 01785 712243.
Please find below our costs for Wills, Powers of Attorney and applications to the Court of Protection.
Wills
Fees
Single will – £150.00 + VAT
Couple will (basic – no inheritance advice / planning) – £200.00 + VAT
Couple will (half house trust & severance of joint tenancy) – £300.00 + VAT
Couple will (inheritance tax advice & severance notice) – £400.00 + VAT
House visits (may be waived depending on circumstances) – £50.00 + VAT
Declaration of trust – £150.00 (simple) + VAT
Declaration of trust – £200.00 (complicated) + VAT
Codicil – £75.00 + VAT
Notice of severance of joint tenancy (to register) – £75.00 plus VAT
Office copy entry – £4.20
Name of Disbursement – Fee
Bank fee for funds transfer – £20.00 + VAT
LPA’s
Please find below our costs for Wills, Powers of Attorney and applications to the Court of Protection.
Fees
There are two types, property & affairs and health & welfare, and therefore the costs are dependent on whether you do one or both types.
For an Individual
One power of attorney – £300.00 + VAT
For both powers of attorney – £400.00 + VAT
Registration fee (for each power) – £82.00 (not subject to VAT)
For a couple
One power of attorney – £400.00 + VAT
For both powers of attorney – £500.00 + VAT
Registration fee (for each power) – £82.00 (not subject to VAT)
Probate and administration of estates
Fees are charged at an hourly rate, and will be assessed on a case-by-case basis. The final cost will be determined by the amount of time needed to complete the work. An estimate will be provided to each client (based on the information provided to us) before work commences.
Fees
Probate (application only)
Starting point – £600.00 + VAT
Estate – application & distribution
Starting point – £800.00 plus VAT
Registration of trusts – £250.00 + VAT (fixed fee)