Our Costs – Probate

Our Team.

Our team has over 15 years of collective experience in delivering high quality work in all matters relating to wills and estate administration. The team has particular expertise in high value estates and inheritance tax matters.

We have three members of the team who may work on your matter. Regardless of who works on your matter, they will be supervised by Rhys Lloyd Thomas, Solicitor and the Principal of Emeritus Legal.

Rhys Lloyd Thomas BSc (Econ), Solicitor – Principal of Emeritus Legal.

Rhys has over 15 years’ experience in private client work, specialising in wills and probate and has helped and supported a number of families and individuals.

His hourly rate is £185.00 plus vat per hour.

He is a graduate of Cardiff University. He qualified as a Solicitor in 1991 and began Emeritus Legal in May 2003. He has a wide experience in dealing with complex high value estates/probate matters.

He also has a wide experience of dealing with estates where there is no Will. He has recently completed a matter where there was no Will and he successfully traced 26 beneficiaries two of which were in Australia.

He also has experience where it is alleged that the Will is not valid because it was not signed properly or was made under duress or where the person making the Will did not have sufficient mental capacity to do the Will in the first place.

He is a full accredited member of Solicitors for the Elderly and Regional Co-Ordinator of the – South Wales Branch. He is also a full member of the Private Client and Probate Section of the Law Society and a full member of the Law Society of England & Wales.

Rhys has also completed several professional development courses in probate and estate administration.

In order to be cost effective we sometimes engage outside consultants to undertake work on probate matters. This means that we can do the work quicker and at lower hourly rates.

Mr David Jones Consultant – Chartered Tax Adviser Full Accredited Society of Trust and Estate Practitioners (STEP Member).

The firm engages Mr David Jones, as a Consultant Tax Adviser.

His hourly rate is £185.00 per hour plus vat.

He is a science graduate of the University of Wales and has over 35 years of experience of tax matters, with HM Revenue and Customs, City of London accountants Buzzacott and with KPMG in South Wales and Bristol.  Whilst with HM Revenue and Customs he worked in the Capital Taxes Office which deals with inheritance tax and gained experience in reviewing both death estate and trust cases.

Since leaving HM Revenue and Customs he has gained considerable experience in the technical issues associated with Trusts, Estates and Personal tax matters.

He has been a member of the Chartered Institute of Tax since 1993 and is a past Chairman of the Wales branch of the Society of Trust and Estate Practitioners.

As a chartered tax adviser and registered trust and estate practitioner he uses his specialist knowledge and considerable experience to find the right solutions to suit each client’s needs whether they are an individual, executor or trustee.

He is a Chartered tax Adviser and a full member of the Society of Trust and Estates Practitioners. He assists in advising generally on the tax aspects of administering estates and trusts. He can also advise on making any potential tax saving during the administration of the estate and or assist in Inheritance Tax planning.

The firm recently made a significant inheritance tax saving on a matter by using the available Inheritance Tax allowances and exemptions.

Emma Hembury Private Client Executive – Qualifications CV

Emma Jane Hembury is an ACCA Qualified Accountant and acts as a consultant to Emeritus Legal in connection with probate on the collation of valuations of assets and liabilities, the preparation of Estate Accounts, together with completion of IHT forms for submission to HMRC and calculation of any inheritance tax liability. She has been running her own accountancy business for the last 10 years and comes in to help Emeritus Legal when required. Prior to that she worked in an accountancy practice for 10 years and specialised in Solicitors Accounts and audits under the Solicitors Accounts Rules.

Her current hourly rate is £155.00 plus vat.

We are VAT registered. Our VAT number is 244906302.

Example of our potential costs in administering an estate from applying for the Grant to distribution of the assets.

We will handle the full process for you.

In the following example, we anticipate that our costs from being instructed at the outset, to obtaining the Grant of Probate to distribution of assets will take between 25 and 30 hours work at £185.00 per hour. Total costs estimated at £4,625.00- £5,550.00 (+VAT) and excluding disbursements/expenses.

This costs range would be for where:

Disbursements included in this fee:

Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process.

Potential additional costs

How long will this take?

On average, estates that fall within this range are dealt with within 12 months. Typically, obtaining the grant of probate takes 3 to 4 months. Collecting assets then follows, which can take between 2 to 3 months from the date of the Grant of Probate. If there is a property that needs selling then the estate cannot be distributed and completed until it is sold. Once this has been done, we can agree the estate accounts and distribute the assets, which normally takes us up to the 12 month period known as the “executors year”.

 

 

Latest Probate News

Wills and Probate: What do I do when someone dies?

December 5, 2016

When someone close dies, there’s so much to do. Family, friends, and official organisations need to be informed, and you’ll need to get a death certificate and register the death…

Read More

Free Enquiry

Book A Consultation

Complete this short enquiry form for a consultation.

First Name

Surname

Email

Telephone

Nature of Enquiry

Brief Details

By submitting this form you agree to us using your data for the purposes of processing your enquiry. We do not hold the data for any other purpose unless you become a client. We will not use your data for marketing purposes and we do not pass your data on to any third parties.


Testimonials

I was very pleased with the response from both Alun and Rhys. I needed advice regarding a will quite quickly and was initially responded to at the weekend by phone and then was able to make an appointment to see Alun a few days later.

Mrs R. Cardiff

You gave me peace of mind when having to deal with my affairs. You were very patient with me and took me through what was required when my husband passed away.

Mrs J. Cardiff

When my husband died I could not face dealing with the administration of the estate and the bereavement itself. I found Mr Thomas most caring and helpful. Thank you very much.

Mrs E, Cardiff

I hate paperwork and I am really pleased I can use a solicitor who I can trust and can talk to personally

Ms J. Cardiff

Having recently had the need to discuss my affairs with Mr Thomas, solicitor, I recommend this gentleman for his professionalism, integrity –care and understanding of the needs of his clients, and his truthful advice.

Mr P. Penarth.