Probate fees & complaints
As with all our services we offer a complimentary initial meeting. This meeting is carried out at no cost to you. This meeting can be carried out in person, over the phone or online.
During our initial meeting we will gather the information we need to provide you with an accurate description of the work we need to carry out and an estimate of our fees.
Our fees are not based on a percentage of the estate. We will always agree a fee estimate with you in advance and the fee estimate will be reviewed as your matter progresses.
If it becomes apparent during the process that more time will be needed to complete the work, we will contact you to discuss any required revision to your fee estimate before we continue to proceed.
We offer complete fee transparency and it is hard to give you an accurate assessment of our fees on a website such as this. There are many factors we must take into account in order to ensure you receive the best possible service and value for money.
If you wish to speak to a member of our probate team please contact us on 020 7330 0000 or complete our contact form and we will revert back to you within 24 hours.
Professional indemnity insurance
In accordance with the disclosure requirements of the Provision of Services Regulations 2009, details of our professional indemnity insurers are AIG International Group UK Limited and Starr International (Europe) Ltd, who can be located at The AIG Building 58 Fenchurch Street London EC3M 4AB and 4th Floor, 30 Fenchurch Avenue, London, EC3M 5AD respectively. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.
If you would like to talk to us about how we can improve our probate service, or if you are unhappy with the service you are receiving, please let us know by contacting Gary Jackson. We will consider any complaint that you may make about our probate services as soon as we receive it and will do all we can to resolve the issue. We will acknowledge your complaint within three working days of its receipt and deal with it within four weeks. Please submit any complaint to us in writing.
If we do not deal with your complaint within this timescale or you are unhappy with our response, you may, of course, take the matter up with our professional body the Institute of Chartered Accountants in England and Wales and the Legal Ombudsman. Complaints to the Legal Ombudsman should be made within six years of the act or omission or within three years of you becoming aware of the issue, and in either case within six months of our written response to your complaint to us. The contact details for the Legal Ombudsman are by post to PO Box 6806, Wolverhampton WV1 9WJ, by e-mail to firstname.lastname@example.org and by telephone on 0300 555 0333.
You can also refer to the ICAEW, the Institute of Chartered Accountants in England and Wales and refer to their complaints policy.
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