Proposed changes to probate fees

Sarah Nash, Solicitor and Head of Astle Paterson’s Wills and Probate Department, discusses the latest changes to probate fees.

Sarah said “Within the last week, the Government has announced its intention to press ahead with proposed reforms to probate fees.

A consultation document was published by the Government in February last year in which it invited views from the public, law firms, professional bodies and the judiciary.

The current system of charging for a probate application which is submitted by a lawyer provides for a flat fee of £155, irrespective of the value of the estate, with no fee for estates under the value of £5,000.

The Government believes that its proposed changes will mean that the system for applying for a grant of probate will be more “just, proportionate and accessible”.

In summary, the changes are:

  • The threshold below which no fee is payable for applications for a grant of probate will be increased from £5,000 to £50,000;
  • the fees will be implemented on a banded structure, increasing in line with estate values; and
  • probate fees will be removed from the general fee remissions scheme (help with fees), although provision will remain for exceptional fee remissions to be granted at the discretion of the Lord Chancellor.

In practice, this will mean that an estate valued at between £50,000 to £300,000 will pay a fee of £300 – an increase of £145 – with estates valued at between £300,000 and £500,000 needing to pay £1,000 – an increase of £845. For larger estates exceeding £500,000, the fees will range from £4,000 to £20,000.

Personal Representatives of estates are normally only permitted access to the deceased’s funds in bank or building society accounts before a grant has been obtained to pay the funeral expenses and Inheritance Tax.

Under normal circumstances, the fee of £155 could be easily funded by Personal Representatives from either cash otherwise received by them (i.e. refunds or cash realised from the sale of personal chattels) or by means of a loan from themselves which is then refunded by the estate once probate has been obtained.”

Sarah continued “Whilst the increase of the threshold to £50,000 for the payment of a fee is welcome, the changes will clearly have more significant implications for larger estates with Personal Representatives needing to find ways to fund the increased fees. Unfortunately, the bank and building society representative bodies have been unable to guarantee that Personal Representatives will be able to access the deceased’s accounts to enable them to fund probate fees prior to the issue of a grant.

The other possible implication is that more people may be tempted to place money into a trust or into joint names with a family member during their lifetime in order to mitigate the impact of the new fees and provide easy access to funds, but doing so also has legal and tax implications, which should be carefully considered before proceeding.”

Should you like to meet with one of our specialist Wills and Probate Lawyers, please telephone the Department’s direct telephone line on 01283 743969.

Back to News

More News from

Who can be an executor of a Will?

Table of Contents Friends or family membersThe alternative: A professional executorPitfalls of a professional executor: What to watch out forFollowing ...

Read More
Do it Yourself Probate: the tax pitfalls

There are a number of myths and misunderstandings about how Inheritace Tax works; that can be a problem with the ...

Read More
DIY Probate: beware the risks!

The practice of “DIY probate” may seem like a cheaper solution for lay executors, but it may in fact cost ...

Read More
The rules about Power of Attorney Gifts to family

Table of Contents What are the rules on Power of Attorney Gifts?A practical exampleWhat is the process of making Power ...

Read More
Five tips for avoiding the pitfalls of buying a property with your child

As lawyers, we are seeing an increasing number of cases where family members are pooling funds for shared ownership houses ...

Read More
New ISA regulations: What you need to know

As of 6th April 2018, it has become even more beneficial for couples to invest in an Individual Savings Account ...

Read More
Connect with Astle Paterson


Book an Appointment
Book an appointment
Burton on Trent Uttoxeter
Astle Paterson Accreditations

Business & Commercial   •   Conveyancing   •   Family   •   Litigation   •   Wills, Inheritance Tax & Probate   •   Employment