Probate Services
Adrian Landon provides estate and inheritance tax planning, probate services, estate management and inheritance tax services though our sister company, AJ Probate Services Ltd.
I can support exeuctors and family members through the complexities of inheritance tax and probate (the process of transferring assets to the beneficiaries of the will, or if no will, to the relatives of the deceased).
I will be a single point of contact for you, available on the phone when you need to talk, and will provide an expert, tailored, and personal service. We can provide a broad range of services, starting from advice and support, where families want to manage the inheritance tax and probate process themselves, to a full estate management and asset distribution service. Call Adrian on 01823 746380 (direct dial) for a friendly, no obligation discussion.
Fees
The ICAEW became a regulator of non-contentious Probate Services in 2014. The objective was to broaden the availablity, allowing accountants to compete with solicitors to provide this reserved legal activity. AJ Probate Services Ltd has been an authorised firm since 2024. Our mission is to provide expert advice, while keeping a personal connection with our clients, who will typically be exeuctors or family members dealing with the recent death of a loved one. This section provides examples of our fees - as a sole practitioner, we have low overheads and hope that you will find us competitively priced compared to established legal firms.
When you work with me, I will provide a tailored quotation once we have a detailed picture of the size and complexity of the estate, and we have discussed and agreed the amount of support you require. This will always be in advance, and in writing. Where fees might be variable or uncertain at the outset, this will also be explained.
Our fees for probate services are not subject to VAT.
Examples of typical costs
Advice only - e.g. jointly owned assets, surviving spouse inherits, no probate required
- initial meeting with the family
- Review of estate assets and liabilities
- £150
"Excepted" Estate (no inhertance tax to pay)
- initial meeting with the family
- Review of estate assets and liabilities
- Produce IHT205
- Apply for Grant of Probate
- £750
"Simple" Estate (residing in own property, cash and investments, estate has no income such as rental income)
- Initial meeting with the family
- Review of estate assets and liabilities
- Produce IHT400 (Inheritance tax form), liaise with executors to settle Inheritance Tax
- Apply for Grant of Probate
- £1,350
Examples of typical costs
"Estate Management" Service, where the estate has ongoing income (below £10,000 pa)
- Initial and ongoing meetings with the family, and/or executors
- Review of estate assets and liabilities
- Produce IHT400
- Liaison with letting agents, HMRC, trust income tax return (SA800), distribution of estate income to beneficiaries
- Apply for Grant of Probate
- £5,000
Examples of typical costs
"Complex" Estate (overseas assets, multiple income streams)
- As "Estate Management" above but with additional time or complexity
- tracing of beneficiaries
- £10,000+
Regulatory Information
Our Probate Services are regulated by the ICAEW, the Institute of Chartered Accountants in England and Wales, and probate services are provided by Adrian Landon. I will be your 1:1 point of contact throughout your engagement with our business. This section provides the regulatory details that are required by the ICAEW
AJ probate Services Ltd currently has one director/employee, Adrian Landon. We provide a diversity report each year to the ICAEW. The Company, and it's sister company AJ Business Accountng Ltd, are committed to fair and equal treatment for all staff, customers, and everybody that we interact with.
Probate Diversity Statement
AJ Probate Services Ltd is committed to promoting diversity and inclusion in our probate practice. We strive to provide a respectful and equitable service to all clients, staff, and other stakeholders regardless of background, including protected characteristics, socio-economic background, and other diversity factors.
We aim to:
- Treat all staff and clients fairly and with dignity.
- Provide clear and accessible communication.
- Make reasonable adjustments for staff and clients with disabilities.
- Continuously learn and improve our understanding of diversity and inclusion best practices.
AJ Probate Services Ltd is authorised by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious Probate Services in England and Wales
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As I went on, still gaining velocity, the palpitation of night and day merged into one continuous greyness; the sky took on a wonderful deepness of blue, a splendid luminous color like that of early twilight; the jerking sun became a streak of fire, a brilliant arch, in space; the moon a fainter fluctuating band; and I could see nothing of the stars, save now and then a brighter circle flickering in the blue.
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As I went on, still gaining velocity, the palpitation of night and day merged into one continuous greyness; the sky took on a wonderful deepness of blue, a splendid luminous color like that of early twilight; the jerking sun became a streak of fire, a brilliant arch, in space; the moon a fainter fluctuating band; and I could see nothing of the stars, save now and then a brighter circle flickering in the blue.
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