Typical Fees for dealing with Tax on a Deceased’s Estate

The Personal Representatives of the Estate are responsible for finding out if any Inheritance Tax, Capital Gains Tax or Income Tax is due as a result of a person's death. If it is, the Personal Representatives have a responsibility to ensure that all tax is paid to HMRC.

Whether Inheritance Tax is payable will depend on, but is not limited to the following:

  • the value of the deceased’s Estate;
  • the value of any gifts made by the deceased before they died, when those gifts were made and who received them;
  • the type and value of any Trusts from which the deceased benefited;
  • who the beneficiaries of the Estate are; and
  • the type of property included in the Estate.

You can find out more by looking at HMRC’s website  

Legal Fees

These will include all work necessary to determine whether any Inheritance Tax, Capital Gains Tax, or Income Tax is payable and settle any amount due from the assets of the Estate.

Typically, our fees range between £1,500 plus VAT and £3,000 plus VAT (in addition to those stated on our previous pages) and be based on the hourly rate of the Solicitor or Executive dealing with the Tax. Please see our Terms of Business.

Please note that the exact cost will depend on the individual circumstances and complexity of the matter. For example, if there is one beneficiary and no property, costs will be at the lower end of the estimate. If there are multiple beneficiaries, a property, multiple bank accounts and stocks & shares, costs will be at the higher end of the estimate.

VAT will be charged on our legal fees at the rate in force at the date the work is carried out. This is currently 20%.

Please note that these estimated figures assume that the following:

  • we have obtained the Grant and we have administered the Estate;
  • this is a standard administration and that no unforeseen matters arise;
  • all parties to the administration are co-operative and there is no unreasonable delay from third parties.