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Probate Service

Probate-service
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Probate-service

Unfortunately, when you die, even when you have made a Will, your Executor will need to get a Grant of Probate.

 

If you have elected for a solicitor, or other professional to be an Executor in your Will, they will often charge you a percentage of your estate. This can be very expensive often up to 3% of your estates value – so for example a £300,000 estate could incur around £9000 in Probate costs. Or, they may charge you an hourly rate, which can often be over £200 an hour, plus VAT.

You do not need a solicitor to act for you to get a Grant of Probate. We have acted for many clients to provide this service.

We will agree with you in advance the hourly rate we will charge for this service, or we may agree to undertake the service on a Fixed Fee basis. Whichever way we agree to work it will almost certainly be at a much lower cost than a solicitor would charge for providing the same service.

The other advantage of using our services is that having provided you with regular advice as your IFA, we will already have an intimate knowledge of your financial circumstances and have built a relationship with you over time which means we will probably have to spend much less time than a solicitor would to provide you with the necessary services.

If you would like to know more about our Probate Service, please contact me for an initial discussion. You are under no obligation and all initial discussions and initial meetings are FREE of charge.

Estate and Inheritance Tax Planning Explained

Christina Clegg IFA explains the benefits of estate planning and Inheritance Tax Planning.

If you have any questions about our Probate Service please feel free to give us a call on 01282 614444 or drop us an e mail to enquiries@ccfps.co.ukA

Local pension adviser

31.05.25

May news from your local pension adviser

May news from your local pension adviser

  • It’s been reported that the chancellor is considering making it a legal requirement for pension funds to invest at least ...

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

Christina provides an extremely thorough, in depth service with clear and concise information given at every stage, highly recommended.

Mr R

The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.

Mr & Mrs W

Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.

Mr R

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01282 614 444 enquiries@ccfps.co.uk

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Christina Clegg Financial Planning Services is a trading style of Throgmorton Capital Management Limited authorised and regulated by the Financial Conduct Authority,
No 827982 and is registered in England under the company registration number 11557030.

Registered Address: 3 The Stables, Wilmslow Road, East Didsbury, Manchester, M20 5PG

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