What estate planning costs and what you are paying for
Different fees reflect different jobs. A document service, a planning engagement and coordinated implementation are not interchangeable.
Five different kinds of work
1. A straightforward will or LPA document
The job is to record clear instructions in a legally effective document. The fee usually reflects the drafting, review and execution guidance required.
2. Wills and LPAs requiring trust or family-structure advice
Blended families, vulnerable beneficiaries, property ownership and will trusts require the structure to be considered before the wording is drafted.
3. A focused trust-planning engagement
A lifetime trust decision needs analysis of the objective, alternatives, tax, control and administration before a solicitor is asked to draft a deed.
4. Whole-estate inheritance tax and succession planning
This involves modelling the estate now and over time, comparing planning routes, recording the trade-offs and coordinating agreed actions.
5. Work delivered by other professionals
Legal drafting, regulated financial advice, valuations, tax returns, conveyancing and statutory fees are separate jobs. Their scope and fee should be clear before they begin.
A current Repton fee snapshot
Repton fees are fixed and agreed before work starts. External professional and statutory fees are shown separately.
| Service | Fixed Repton fee | What the fee covers |
|---|---|---|
| Foundation Protection | £1,895 | Mirror wills and four LPAs |
| Family Protection | £2,795 | Mirror trust wills, four LPAs and up to two appropriate will trusts |
| Trust Planning & Coordination | £2,995 | Analysis, written recommendation, solicitor brief and six months’ coordination |
| inheritance tax & Succession Planning | £2,995 / £5,995 / £9,995 | Three fixed estate-value bands up to £15m |
OPG registration fees are payable separately at the prevailing rate. Estate Preservation, executor, cross-border, Islamic estate-planning and annual-review fees are listed in the full fee schedule.
What to ask before instructing anyone
- Is the scope written down?
- Is the fee fixed, hourly or likely to change?
- Which legal, regulated or statutory fees are separate?
- Who is responsible for each part of implementation?
The useful comparison
Compare like with like: documents with documents, planning with planning and coordination with coordination. A lower fee is not cheaper if it leaves a different job undone.
See every current Repton fee
The main fee schedule shows document, advisory, specialist and annual-review services in one place.
View the full fee schedule