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Clarke Willmott’s fee schedule for your clients

Will packages

Package or product A fixed fee will be agreed once the structure and any additional work or enhancements to
the structures have been agreed. Guide Price to Client (plus VAT).
SJP referral fee
Flexible Will for a single person £1,550 to £2000 (single) 10% of the fee
Asset Protection Wills £2100 to £2,500 (per pair) 10% of the fee
Next Generation Protection Wills £2,400 to £3000 (per pair) 10% of the fee
Family Protection Wills £2,700 to £3,300 (per pair) 10% of the fee
Exempt Asset trust bolt on1 £600 (single Will) to £900 (Mirror Wills) 10% of the fee
Property Discount bolt on1 £600 (single Will) to £900 (Mirror Wills) 10% of the fee
Right to occupy property1 £500 (single Will) (asset protection wills for mirror provisions) 10% of the fee
Option to buy property1 £600 (single Will) to £900 (Mirror Wills) 10% of the fee
Loan plan provisions1 £400 (single Will) to £700 (Mirror Wills) (for first loan plan, £60 (single)/£85 (pair) for each additional loan plan 10% of the fee

Lifetime planning

Package or product A fixed fee will be agreed once the structure and any additional work or enhancements to
the structures have been agreed. Guide Price to Client (plus VAT).
SJP referral fee
Creation of lifetime trust
N.B Extra costs will apply for a transfer of a property to the trust.
£1200 for due diligence and advice
£2,000 for Trust Deed
£600 for completion of IHT100 account
£600 for registration with Trust Registration
Service for up to 4 beneficiaries and an
additional £15 for each additional beneficiary requiring registration
10% of the fee
Holiday Home Trust – UK property only (If registered freehold property with no mortgage) £1200 for due diligence and advice
Documentation from £2,650
£600 for completion of IHT 100 account
£600 for registration with Trust Registration
Service for up to 4 beneficiaries and an
additional £15 for each additional beneficiary requiring registration
Land registry fees may also be payable
10% of the fee
Helping children onto the property ladder £1200 for due diligence and advice
Documentation from £2,650
£600 for completion of IHT 100
£600 for registration with Trust Registration
Service for up to 4 beneficiaries and an additional £15 for each additional beneficiary requiring registration
Land registry fees may also be payable
10% of the fee
Family Investment companies £14,000 to £19,000 10% of the fee
Domicile review and report £4,000 to £5,000 10% of the fee

Estate administration and implementation

Package or product A fixed fee will be agreed once the structure and any additional work or enhancements to
the structures have been agreed. Guide Price to Client (plus VAT).
SJP referral fee
Full estate administration Please contact us for details. A fee estimate range and fixed fee alternative will be provided when we have sight of full details of the estate and the Will
Grant only (excepted estate) £2,500 grant application based on records and valuations provided
Plus £600 for reviewing position if it is second death with NRBT on first death where all information is available; £800 plus VAT when all information is not available
Any additional work or advice (eg normal expenditure out of income, >4 lifetime gifts,
transferable nil rate band etc) at hourly rates
10% of the fee
Grant only (IHT 400) (non-taxpaying estates due to value or spouse or charity exemptions only. Not available for taxable/business/agricultural relief estates) £3,500 grant application based on records and valuations provided
Plus £600 for reviewing position if it is second death with NRBT on first death where all information is available; £800 plus VAT when all information is not available
Any additional work or advice (eg normal expenditure out of income, >4 lifetime gifts,
transferable nil rate band etc) at hourly rates
10% of the fee
Grant only (IHT 400-taxable or non-taxable due to Business Relief/Agricultural Property Relief etc) Bespoke-fixed fee can be offered with full information
Transferable nil rate band claim pack £700 10% of the fee
Trust registration for estates requiring registration £600 for up to 4 beneficiaries and an additional £15 for each additional
beneficiary requiring registration
10% of the fee
Deeds of variation – add legacies, no trusts £1,2002 10% of the fee
Deeds of Variation on to discretionary trust
Reporting on impact of existing Will and lifetime gifts of deceased (due diligence report)
The Deed of Variation adding trusts or making gifts to existing trusts including tax and estate planning advice and documentation
Due diligence report £1200
Deed of Variation £2,0002
Loan Arrangements (inc loan agreement and trustees resolutions if required) £1,000
Trust Registration Service £600 plus VAT for up
to 4 beneficiaries and an additional £15 for each additional beneficiary requiring registration
10% of the fee
Deed of Variation Loan Plan Package including due diligence report and deed of variation to vary the will to leave a legacy of the outstanding loan to the loan plan trustees Due diligence report £1200
Deed of Variation £1,000 for 1 loan plan
legacy and an additional £200 for each additional loan plan
10% of the fee

Trust Planning

Package or product A fixed fee will be agreed once the structure and any additional work or enhancements to
the structures have been agreed. Guide Price to Client (plus VAT).
SJP referral fee
Review of existing nil rate band discretionary trusts and impact of residence nil rate band £950 10% of the fee
First death nil rate band discretionary trusts – review and/or late implementation Please contact us for details
Implementation of options:
terminate trust; or £1000 10% of the fee
loan and charge package; £3000 10% of the fee
convert trust to life interest; or £2,250 10% of the fee
Other trust restructuring Please contact us for details
Trustee appointment and retirement £950 10% of the fee
Trustee removal and replacement (mental incapacity with COP application) Please contact us for details

Lasting Powers of Attorney

Package or product A fixed fee will be agreed once the structure and any additional work or enhancements to
the structures have been agreed. Guide Price to Client (plus VAT).
SJP referral fee
Business LPAs – to cover director
or shareholder decisions
Initial fee of approx. £900 for due diligence and advice
Typically £ £500 to £750 per LPA document for one donor with one business. Corporate review fees payable in addition
10% of the fee
LPA – Property and Financial Affairs – with registration £358.33 (single LPA)
£575 (pair of LPAs)3
Plus registration fee of £82 per LPA
If SJPP fully completes and provides the LPA questionnaire a referral fee of £58.33 is payable, if not waived
LPA – Health and Welfare – with registration £358.33 (single LPA)
£575 (pair of LPAs)3
Plus registration fee of £82 per LPA
LPA – both types for single person – with registration £545.833
Plus registration fee of £82 per LPA
LPA – both types for a couple – with registration £1,0003
Plus registration fee of £82 per LPA

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