Our fees may depend, not only upon the time spent on your affairs, but also on the level of skill and responsibility and the importance and value of the advice we provide, as well as the level of risk.

Our fees will be based on an hourly rate to be confirmed prior to engagement, or
Our fees will be 3% of the value of the estate plus VAT

If we provide you with an estimate of our fees for any specific work, the estimate will not be contractually binding unless we explicitly state that will be the case. If it becomes apparent to us, due to unforeseen circumstances, that a fee quote is inadequate, we reserve the right to notify you of a revised figure or range and to seek your agreement on this.

Our invoices will be due for payment as soon as the Grant is received by us. Our fees are exclusive of VAT which will be added where it is chargeable. Any disbursements we incur on your behalf, and expenses incurred in the course of carrying out our work for you, will be added to our invoices where appropriate.

Unless otherwise agreed to the contrary, our fees do not include the costs of any third party, counsel or other professional fees. If these costs are incurred to fulfil our engagement, such necessary additional charges may be payable by you.

lf we do not complete the work, or you decide to instruct another party, we will charge you for the work we have done. If probate has been successfully obtained or if the required H M Revenue & Customs forms have been completed and sent to you for signing and a fixed fee was agreed our fixed fee will be due in full. If we do not conclude the matter our bill will also include ANY disbursements.

lf you have any query relating to your bill, you should contact us straight away.

Description of Services

We Will:

(a) Calculate the value of the estate based on the information you supply
(b)Take into account the assets and liabilities of the deceased.
(c) Take into account valuations of property and/or shares. (You will provide the necessary valuations) It is your responsibility to advise us of the gross and net estate.

We will complete the required inheritance tax IHT205 form based on the information you supply.

Once prepared, this will be sent to you together with a Statement of Truth for you to sign, this must be returned to us with any Will. Do not mark or tamper with any Will.

Once received, the Statement of Truth and any Will shall be submitted to the Probate Registry office in order to obtain the Grant of Probate or Letters of Administration.

The Grant of Probate or Letters of Administration as applicable will then be returned directly to us.

Complaints Procedure

We are confident that we will provide you with good service in all respects. However, if you have any queries or concerns about our work for you, please bring them to our attention immediately so that we can try to deal with any issues.

We are obliged to attempt to resolve problems that clients may have with the service provided. It is therefore important that you immediately raise your concerns with us. We value your instructions and would not wish to think you have any reason to be unhappy with us.

The Company maintains a full complaints procedure to which any complaint should first of all be addressed to Dr R Sachdev.

We will endeavour to resolve the issue within eight weeks, however, should you not be satisfied with the outcome, you may wish to contact our professional body ICAEW or make a complaint to the Legal Ombudsman, you must;

refer the complaint to the Legal Ombudsman no later than:
six years from the act/omission that forms the basis of your complaint; or
three years from when you should reasonably have known there was cause for complaint; and make the referral within six months of the date of our written response.

Contact details for the Legal Ombudsman
T: 0300 555 0333
E: enquiries@legalombudsman.org.uk 
Legal Ombudsman, PO Box 6806, Wolverhampton WV1 9WJ]

Regulatory Information

In the unlikely event that we cannot meet our liabilities to you, you may be able to seek a grant from ICAEW’s Probate Compensation Scheme. Generally, applications for a grant must be made to ICAEW within 12 months from the date you became aware, or reasonably ought to have become aware, of any loss.

Further information about the scheme and the circumstances in which grants may be made is available on ICAEW’s website.