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Deceased Executry Estate - Fixed Fee Option

Deceased Executry Estate - Fixed Fee Option

Fixed Fee Option - Obtaining Grant of Confirmation Only

We can be instructed only to obtain a Grant of Confirmation, with the Executor(s) thereafter being content to attend to the estate administration without legal assistance.

Our fixed fees for obtaining a Grant of Confirmation only (Scottish equivalent to a Grant of Probate) are typically from £650 plus VAT and outlays.  Any fixed fee for obtaining a Grant of Confirmation only will be agreed at the outset of the matter. 

The fee of £650 plus VAT outlays will typically be where there is no need for a full Inheritance Tax return to be completed and returned to HM Revenue and Customs.

Where a full Inheritance Tax Return requires to be submitted to HM Revenue and Customs, then an agreed fixed fee for obtaining a Grant of Confirmation only typically ranges from £1,000 to £1,500 plus VAT and outlays.

The outlays for a Grant of Confirmation will include court fees, which are reviewed annually by the Courts Service and which are dependent on the total value of the deceased’s estate (typically a few hundred pounds).

Our fixed price includes:

  • obtaining initial information from the Executor(s) regarding the assets and debts (if any) of the deceased’s Estate;
  • completing the application to the court for the Grant of Confirmation;
  • completing and submitting the abbreviated Inheritance Tax return to the court (or full Inheritance Tax return to HM Revenue and Customs, if required);
  • arranging for payment of Inheritance Tax from the deceased’s estate, if applicable;
  • forwarding the principal Grant of Confirmation to the instructing Executor when obtained.

Note:   These fixed priced will only cover the services mentioned. Your case may require additional work that is not included. We will discuss this with you at our initial meeting. If additional costs arise due to unforeseen circumstances, we will discuss this with you at the earliest opportunity and we will advise you of any increase in price that may arise.

An instruction to obtain a Grant of Confirmation only does not include the following (although we would be happy to agree separate fixed fees for any of these additional components if required):

  • initial fact-finding to ascertain the extent of the assets/debts of the deceased (e.g instructing an asset search)
  • finalising the self-assessment tax affairs of the deceased;
  • exhibiting the Grant of Confirmation to the asset holders and ingathering the assets of the estate and/or having assets transferred to beneficiaries;
  • preparing a full accounting of the estate administration for approval of the Executor(s) and circulation among the beneficiaries;
  • making payments of inheritance to the beneficiaries and obtaining receipts;
  • attending to the self-assessment tax obligations, if applicable, of the Executry Estate during the estate administration period;
  • carrying out any Inheritance Tax planning or succession planning for any of the beneficiaries (e.g. Deeds of Variation / Deeds of Family Arrangement).

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