Fees for the Small Estates Service

Two types of fees apply when using the Small Estates Service.
The fees are tiered according to the value of shares.

1

Administration Fee

The £50 administration fee is calculated based on the total value of the shareholding(s). Please note that an administration fee may not always be applicable if the shareholding’s value plus dividends are £200 or lower. Multiple shareholdings do not incur any additional administration fees.

2

Countersignature Waived Fee

The Countersignature Waived Fee covers the risk associated with accepting the small estate declaration. The fee value will depend on the value of each separate holding.

How do I find a historical share price?

There are various ways to obtain this information, you can find share prices online at www.londonstockexchange.com, on the Company's website or you can use our share valuation service.

Obtain a share valuation

Important information

  • The maximum value per shareholding including shares and any unclaimed payments is £50,000 (£30,000 if the company is located in Jersey).
  • The value of the shareholding should be calculated as at date of death.

Calculate your Fees

Company location:

Please use one row for each holding/company.

HoldingValue of shares and uncashed dividendsCountersignature Waived fee
1 0.00
2 0.00
3 0.00
You have now reached the maximum fee cap, any extra holdings will not incur any additional fees
Admin fee£0.00
Total Fees (max £500)£0.00

How your fees are calculated?

Value* of the holding(s) Administration Fee Countersignature Waived Fee Total Fee Payable (Including VAT)
Under and including £100.00 £0.00 £0.00 £0.00
Over £100.00; upto and including £200.00 £0.00 £35.00 £35.00
Over £200.00; up to and including £1,000.00 £50.00 £35.00 £85.00
Over £1000.00; up to and including £5,000.00 £50.00 £50.00 £100.00
Over £5,000; up to and including £10,000 £50.00 £75.00 £125.00
Over £10,000; up to and including £20,000 £50.00 £100.00 £150.00
Over £20,000; up to and including £30,000 £50.00 £150.00 £200.00
Over £30,000; up to and including £40,000 £50.00 £200.00 £250.00
Over £40,000; up to and including £50,000 £50.00 £250.00 £300.00
* The 'value' of a holding should be calculated at the date of death and is classed as the market value of the shares plus any uncashed dividends.
Value* of the holding(s) Administration Fee Countersignature Waived Fee Total Fee Payable (Excluding VAT)
Under and including £100.00 £0.00 £0.00 £0.00
Over £100.00; upto and including £200.00 £0.00 £29.17 £29.17
Over £200.00; up to and including £1,000.00 £41.67 £29.17 £70.84
Over £1000.00; up to and including £5,000.00 £41.67 £41.67 £83.34
Over £5,000; up to and including £10,000 £41.67 £62.50 £104.17
Over £10,000; up to and including £20,000 £41.67 £83.34 £125.01
Over £20,000; up to and including £30,000 £41.67 £125.00 £166.67
* The 'value' of a holding should be calculated at the date of death and is classed as the market value of the shares plus any uncashed dividends.

If the deceased shareholder had shares in both UK and Jersey, the following will apply:

  • The administration fee, for Small Estate values over £200, will be £50.00.
  • The countersignature waived fee will need to be paid for each holding. Use the UK and Jersey calculators to work out the fees. Please refer to the Small Estates forms for information on how to pay the fees. The administration fee should be included with the UK Clients payment.