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A new tax in wolfs clothing? - The Probate Fee Hike

Grieving Families are again facing a substantial increase in Probate Fees which is due to take place next month (April 19). In 2017 the Government announced similar increases. The increases were not to assist the running of the probate service but were to be utilised throughout the Court and Tribunal system, the increases were therefore seen as an unfair tax on death. The increases became known as the “Death Tax” but these were pulled at the 11th hour. The increases again have become resurrected and we are told they will come into existence in April 2019 (the exact date still not being know at the time of writing this article).

Currently there is a flat rate for probate fees £255 (for those applying without a solicitor) and £155 (for those applying through a solicitor. This fee remains the same regardless of the size of the estate. However the new reforms will exempt people with estates worth less than £50,000 from and fees at all but will significantly increase the fees on a sliding scale.

For Estates valued between £50,000 and £300,000 the new fee will be £250. If the estate is valued between £300,00 and £500,000 the rises by 384% to £750. Then between £500,000 and £1million the increase is 1513% to £2500 but the hefty increase will be for estates in excess of £2million where the probate fee increases by 2690% to £6000. Is this actually a stealth tax on our wealthier citizens?

Now we may all be cynical and say that if an estate is worth millions then more should be paid by way of fees, but why? As the probate office process is the same as in producing a Grant of Probate then if it was dealing with an estate worth £51,000. For higher valued Estates there may be additional works for the Executors to value the estate, and more works to complete for the full Inheritance Tax for forms, but neither of these impacts the works of the Probate office or the Court System so there is no justification for the increase.

We all know that increases in Tax do not increase popularity for politicians and any tax rise has a stringent parliamentary process to be followed, debated and voted upon by both Houses. However, by classifying the increase as a fee allows the passing of the increase by a “statutory instrument” which allows for lesser parliamentary scrutiny as a result the changes were approved by the delegated legislation committee and are pending implementation and national rollout. It is estimated that the increase in fees will raise £145 million in the next financial year.

There is petition currently running to attempt further debate https://petition.parliament.uk/petitions/232192
Increasing the Probate Fee is not popular move and the Law Society has been urging its members to lobby MP’s,  however given the current political climate Probate Fees are not at the forefront of peoples priority and unfortunately the impact of the fees will only become apparent after the loss of a loved one.

For further information or help and assistance with all aspects of the Probate, Dawsons Law can provide one off advice or assist you through the whole probate process. Call 01603 327280 to book an appointment and gain peace of mind, locally. Dawsons Law is proudly a firm at the heart of your community.

Probate Fee Pricing

From the 6th December all Legal Firms who have a website must publish their prices for probate work where there is no dispute upon the Estate of the Deceased. We at Dawsons Law welcome this requirement as one of our values since being established in 2008 is cost transparency.

Dawsons Law

We are Solicitors at the Heart of the Community and therefore it is important to us that our experienced team can assist with the probate process in an efficient, cost transparent manner.

We know that losing a love one is very difficult and during the probate period we are here to help and guide you and if need be signpost you to additional support professionals. We are fully aware that the death of a loveone can bring family difficulties and our experience allows us to help navigate through the high emotions which often surrounds grief

Costs Range – Application of Grant and Representation Only

We anticipate this will take between 4 and 10 hours work and our legal fees range from £190 to £225 per hour. Total costs estimated at £760- £2250 (+VAT).

The exact cost will depend on the individual circumstances of the matter. For example, if there is one beneficiary and no property, costs will be at the lower end of the range. If there are multiple beneficiaries, a property and multiple bank accounts, costs will be at the higher end.

We will handle the full process for you. This quote is for estates where:

  • There is a valid will
  • There is no more than one property
  • There are no more than 3 bank or building society accounts
  • There are no other intangible assets
  • There are less than 3 beneficiaries
  • There are no disputes between beneficiaries on division of assets. If disputes arise this is likely to lead to an increase in costs
  • There is no inheritance tax payable and the executors do not need to submit a full account to HMRC
  • There are no claims made against the estate

Additional Cost for Disbursements included in this fee:

  • Probate application fee of £155 (or fee in place from time to time)
  • £7 Swearing of the oath (per executor)
  • Bankruptcy-only Land Charges Department searches (£15 per beneficiary)

Disbursements are costs related to your matter that are payable to third parties, such as court fees. We handle the payment of the disbursements on your behalf to ensure a smoother process.

  • If there is no will or the estate consists of any share holdings (stocks and bonds) there is likely to be additional costs that could range significantly depending on the estate and how it is to be dealt with. We can give you a more accurate quote once we have more information.
  • If any additional copies of the grant are required, they will cost 50p (1 per asset usually).
  • Dealing with the sale or transfer of any property in the estate is not included.

How Long Will this Take?

On average, estates that fall within this range are dealt with within 6 – 10 months. Typically, obtaining the grant of probate takes between 8 and 12 weeks. Collecting assets then follows, which can take between 6 and12 weeks. Once this has been done, we can distribute the assets, which normally take 4 to 6 weeks.

Please note Estates where administration is required or where there are disputes will be charged at our hourly rate and if over £250,000 in net value will have 1% charged on personal assets and 0.5% on property value.

Or additionally we can offer 2% Fixed Fee of the gross estate which included obtaining the grant, collecting assets, dealing with HMRC, paying debts and distributing the estate.

Contact Dawsons Law for Further details

 

01603 327280

Data Protection and Privacy Policy

Data Protection and Privacy Policy

INTRODUCTION

Welcome to DAWSONS LAWprivacy notice.

DAWSONS LAWrespects your privacy and is committed to protecting your personal data. This privacy notice will inform you as to how we look after your personal data when you visit our website (regardless of where you visit it from) and tell you about your privacy rights and how the law protects you.

This privacy notice deals with the specific areas set out below. Please use the glossary below to understand the meaning of some of the terms used in this privacy notice:

1. IMPORTANT INFORMATION AND WHO WE ARE

2. THE DATA WE COLLECT ABOUT YOU

3. HOW IS YOUR PERSONAL DATA COLLECTED

4. HOW WE USE YOUR PERSONAL DATA

5. DISCLOSURES OF YOUR PERSONAL DATA

6. INTERNATIONAL TRANSFERS

7. DATA SECURITY

8. DATA RETENTION

9. YOUR LEGAL RIGHTS

10. GLOSSARY

11. COOKIE POLICY

1. IMPORTANT INFORMATION AND WHO WE ARE

PURPOSE OF THIS PRIVACY NOTICE

This privacy notice aims to give you information on how DAWSON LAW collects and processes your personal data through your use of this website.

This website is not intended for children and we do not knowingly collect data relating to children.

It is important that you read this privacy notice together with any other privacy notice or fair processing notice we may provide on specific occasions when we are collecting or processing personal data about you so that you are fully aware of how and why we are using your data. This privacy notice supplements the other notices and is not intended to override them.

CONTROLLER

DAWSON LAWis the controller and responsible for your personal data (collectively referred to as "DAWSONS LAW", "we", "us", or "our" in this privacy notice.

We have appointed a data protection officer (DPR) who is responsible for overseeing questions in relation to this privacy notice. If you have any questions about this privacy notice, including any requests to exercise your legal rights, please contact the DPO using the details set out below.

CONTACT DETAILS

Our full details are:

Full name of legal entity: SALENA DAWSON & Co t/a DAWSONS LAW

Name and title of DPO: DAVID HOWELL PRACTICE MANAGER

Email address: This email address is being protected from spambots. You need JavaScript enabled to view it.

Telephone number: 01953 883535

You have the right to make a complaint at any time to the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO, so please contact us in the first instance.

CHANGES TO THE PRIVACY NOTICE AND YOUR DUTY TO INFORM US OF CHANGES

This version was last updated on 12th April 2018. Historic versions can be obtained by contacting us.

The data protection law in the UK will change on 25th May 2018. Although this privacy notice sets out most of your rights under the new laws, we may not yet be able to respond to some of your requests (for example, a request for the transfer of your personal data) until May 2018 as we are still working on getting our systems ready for some of these changes.

It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

THIRD-PARTY LINKS

This website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy notice of every website you visit.

2. THE DATA WE COLLECT ABOUT YOU

Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed.

Through your use of this website, we may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

Technical Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this website.

Usage Data includes information about how you use our website.

We also collect, use and share Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data may be derived from your personal data but is not considered personal data in law as this data does not directly or indirectly reveal your identity. For example, we may aggregate your Usage Data to calculate the percentage of users accessing a specific website feature. However, if we combine or connect Aggregated Data with your personal data so that it can directly or indirectly identify you, we treat the combined data as personal data which will be used in accordance with this privacy notice.

We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.

IF YOU FAIL TO PROVIDE PERSONAL DATA

Where we need to collect personal data by law, or under the terms of a contract we have with you and you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you (for example, to provide you with goods or services). In this case, we may have to cancel a product or service you have with us but we will notify you if this is the case at the time.

3. HOW IS YOUR PERSONAL DATA COLLECTED

We use different methods to collect data from and about you including through:

Automated technologies or interactions. As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using cookies, server logs and other similar technologies. We may also receive Technical Data about you if you visit other websites employing our cookies. Please see our cookie policy below for further details

Third parties or publicly available sources. We may receive Technical Data from analytics providers such as Google based outside the EU.

Usage Data includes information about how you use our website.

4. HOW WE USE YOUR PERSONAL DATA

We will only use your personal data when the law allows us to. Most commonly, we will use your data (a) where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests, and (b) where we need to comply with a legal or regulatory obligation.

The types of lawful basis that we will rely on to process your personal data are set out below.

Generally we do not rely on consent as a legal basis for processing your personal data other than in relation to sending third party direct marketing communications to you via email or text message. You have the right to withdraw consent to marketing at any time by contacting us.

 

PURPOSES FOR WHICH WE WILL USE YOUR PERSONAL DATA

At DAWSONS LAW, we are committed to protecting your privacy. Set out below is an explanation of how we use information about visitors to this site.

a. We may use your Technical Data to administer and protect our website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data. Such use would be necessary for our legitimate interests (for running our business, provision of administration and IT services, to prevent fraud and in the context of a business reorganisation exercise), and to comply with a legal obligation.

b. We may use your Usage Data and Technical Data to deliver relevant website content to you and measure or understand the effectiveness of the content. Such use would be necessary for our legitimate interests (to study how customers use our services, to develop them, to grow our business and to inform market strategy).

c. We may use your Usage Data and Technical Data to use data analytics to improve our website, services, marketing, customer relationships and experiences. Such use would be necessary for our legitimate interests (to define types of customers for our services, to keep our website updated and relevant, to develop our business and to inform our marketing strategy).

THIRD-PARTY MARKETING

We will get your express opt-in consent before we share your personal data with any third-party company for marketing purposes. If you give us your express opt-in consent, you can ask us or third parties to stop sending you marketing messages at any time by contacting us.

COOKIES

You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible or not function properly. For more information about cookies we use, please see our cookie policy below.

CHANGE OF PURPOSE

We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us.

If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so.

Please note that we may process your personal data without your knowledge or consent, in compliance with the above rules, where this is required or permitted by law.

5. DISCLOSURES OF YOUR PERSONAL DATA

We may have to share your personal data with the parties set out below for the purposes set out at paragraph 4 above:

a. External Third Parties as set out in the glossary.

b. Third Parties to whom we may choose to sell, transfer, or merge parts of our business or our assets. Alternatively, we may seek to acquire other businesses or merge with them. If a change happens to our business, then the new owners may use your personal data in the same way as set out in this privacy notice.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

6. INTERNATIONAL TRANSFERS

We do not transfer your personal data outside the European Economic Area (EEA).

7. DATA SECURITY

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business and need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

8. DATA RETENTION

HOW LONG WILL YOU USE MY PERSONAL DATA FOR?

We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.

9. YOUR LEGAL RIGHTS

Under certain circumstances, you have rights under the data protection laws in relation to your personal data. Your rights are listed below, and more detail can be found in the glossary below:

  • Request access to your personal data.

  • Request correction of your personal data.

  • Request erasure of your personal data.

  • Object to processing of your personal data.

  • Request restriction of processing your personal data.

  • Request transfer of your personal data.

  • Right to withdraw consent.

If you wish to exercise any of the rights set out above, please contact us.

NO FEE USUALLY REQUIRED

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.

WHAT WE MAY NEED FROM YOU

We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.

TIME LIMIT TO RESPOND

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.

10. GLOSSARY

LAWFUL BASIS

Legitimate Interest means the interest of our business in conducting and managing our business to enable us to give you the best service and the best and most secure experience. We make sure we consider and balance any potential impact on you (both positive and negative) and your rights before we process your personal data for our legitimate interests. We do not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted by law). You can obtain further information about how we assess our legitimate interests against any particular impact on you in respect of specific activities by contacting us.

Comply with a legal or regulatory obligation means processing your personal data where it is necessary for compliance with a legal or regulatory obligation that we are subject to.

EXTERNAL THIRD PARTIES

  • Service providers acting as processors based in the UK who provide IT and system administration services.

  • Professional advisers acting as processors including lawyers, bankers, auditors and insurers based in the UK who provide consultancy, banking, legal, insurance and accounting services.

  • HM Revenue and Customs, regulators and other authorities acting as processors based in the UK who require reporting of processing activities in certain circumstances.

YOUR LEGAL RIGHTS

Request access to your personal data (commonly known as a "data subject access request"). This enables you to receive a copy of the personal data we hold about you and to check that we are lawfully processing it.

Request correction of the data that we hold about you. This enables you to have any incomplete or inaccurate data we hold about you corrected, though we may need to verify the accuracy of the new data you provide to us.

Request erasure of your personal data. This enables you to ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have successfully exercised your right to object to processing (see below), where we may have processed your information unlawfully or where we are required to erase your personal data to comply with local law. Note, however, that we may not always be able to comply with your request of erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.

Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground as you feel it impacts on your fundamental rights and freedoms. You also have the right to object where we are processing your personal data for direct marketing purposes. In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which override your rights and freedoms.

Request restriction of processing of your personal data. This enables you to ask us to suspend the processing of your personal data in the following scenarios: (a) if you want us to establish the data's accuracy; (b) where our use of the data is unlawful but you do not want us to erase it; (c) where you need us to hold the data even if we no longer require it as you need to establish, exercise or defend legal claims; or (d) you have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.

Request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format. note that this right only applies to automated information which you initially provided consent for us to use or where we used information to perform a contract with you.

Withdraw consent at any time where we are relying on consent to process your personal data. However, this will not affect the lawfulness of any processing carried out before you withdraw your consent. If you withdraw your consent, we may not be able to provide certain services to you. We will advise you if this is the case at the time you withdraw your consent.

11. COOKIE POLICY

Like many websites, the www.dawsons-law.co.ukwebsite uses cookies – small text files, typically of letters and numbers – to capture limited information about the site’s users. The information is transferred by the website to the cookie file of the browser on the hard drive of the user’s computer.

This site uses Google Analytics cookies. These allow us to measure the number of visitors, to see how visitors navigate the site and to see which resources they access. This helps us to develop new content and to improve the way the website works. These cookies do not enable us to identify individual users. Google provides further information about Analytics.

To prevent Google Analytics cookies being set, you may install the Google Analytics Opt-Out Browser Add-On.

For general information about cookies please visit www.allaboutcookies.org.

 

 

Terms and Conditions of Business

About 

Dawsons Law

 

Terms and Conditions of Business

 

 

 

Our aim and our values.

 

Dawsons law offer their clients quality legal advice. Our aim is to be client focused, provide you with straight forward, transparent, honest and consistent legal advice. To be cost transparent and to listen to our client’s service.

 

Our commitment to you.

 

 

To treat you fairly and be inclusive and listen for the onset (also see our equality and diversity policy).

 

From the onset to provide you with the best possible information and order for you to be informed as to the best and proportionate way to proceed giving your circumstances. For the onset we will be transparent in our relation to costs and your mutter progresses update you in relation to on going costs.

 

We will be confidential.

 

We will provide advice in a straight forward manner. From the onset we will explain to you the legal work that will be required and the prospects of a successful outcome.

 

From the onset, we will inform you on likely timescales for each stage of your matter and of any important changes in relation to those estimates.

 

You will be regularly informed of progress.

 

Your queries will be dealt with promptly. It is our aim to return telephone calls on the same day or though if these may be out of office hours, please do let us know if you do not want to be contacted after 5pm.

 

 

Hours of business

 

 

Our hours of business are between 8:30 am and 5pm on weekdays. We have a telephone message service where you can leave message for us.

 

We can undertake home visits for wills probates and resting pays of eternity out of these hours if necessary.

 

Complaints

 

We hope that the work will be handled to your satisfaction however if you do have a complaint please raise it with the person in charge of your work immediately. They will then investigate your concerns and endeavour to resolve your concerns and find a solution as soon as possible. If in the event you do not feel a resolve has occurred please contact our practice manager David Howell ,or at This email address is being protected from spambots. You need JavaScript enabled to view it. , who will attend to resolve the matter in line with our complaints procedure. If you are not satisfied with our handling of the complaint and you are a member of the public or a sole trader or a charity club or trust you can ask the legal ombudsman at P.O. box 6806 or the Hampton WV19WJ to consider your complaint. You will have six months from the date of our final decision letter to raise a complaint with the legal ombudsman. Further details can be found at the legal ombudsman website: www.legalombudsman.org.uk .

 

You are entitled to complain about the bill and you may have the right to object to the bill by making a complaint to the Office of Legal Complaints and/or by applying to the court for an assessment of the bill under Part III of the Solicitors act 1974.

 

Professional Indemnity Insurance

 

 

Our professional identify insurers are Aon. If you require details of our professional identify insurance, then please contact the practice manager David Howell on This email address is being protected from spambots. You need JavaScript enabled to view it. . We confirm our liability to you for a negligence of breach of your instruction sharply limited (to £2 million).

 

Charges and expenses

 

 

We provide to you details of the likely cost of your matter via called our correspondence called  “Terms of Engagements” which is to forward to you after receiving your initial instructions.  We will endeavour to send out that correspondence within 48 working hours of your instructions.

 

We will provide you with details of our indicative costs with a sensible estimate. If there are changes to this cost estimate then you will be notified as to the full reasons why and be given an opportunity to agree further works that are undertaken. We will review whether there are alternative methods in which your matter may be funded. Dawsons Law is a private client firm however we will advise you public funding is available and will make suggestions of alternative firms who may offer such funding’s.

 

If we have quoted you a fixed fee and you have asked us to carry out additional works which are not covered by the quotation or unforeseen circumstances arise or your requirements or circumstances change significantly these will usually resort in additional charges. We will seek to agree an amended fee with you. However, if such agreement cannot be reached then we will not do any further work and we will charge you a fair proportion of the agreed fixed fee.

 

From time to time, Dawsons Law may offer free initial twenty-minute appointments for family or Employment Matters (employee only), terms and conditions will apply. See our Twenty-minute initial free interview terms.

 

If our charges are to be calculated on an hourly rate, we will give a general assessment as to whether you may be entitled to public funding and sign post you to local firms who we believe may provide public funding please note this sign posting does not endorse the quality of the legal advice or service available within the suggested firms.

 

Certain matters such as Employment Matters you may be entitled to have conducted on a Damaged Based Agreement (no win no fee). Each case will be assessed upon its merits.

 

We will assess if you have Legal Expense Insurance which may pay partly or wholly for your legal fees. We will advise as to the likelihood of you securing legal costs from an opponent, as some claims are limited as to claims for costs.

 

Our charges will be calculated on the time regulated on your matter. Time includes meetings with you, meetings with other parties upon your behalf. Reading and working on papers, correspondents, emails, telephone calls, and preparation of costs calculation, and travel time away from the office when this is necessary. From time to time, the work may be conducted on your file by another person at Dawsons Law. You will be advised on that person’s hourly rate within your client care letter.

 

Each letter and email are charged at a six-minute unit of time and we try and charge for the time spent on making telephone calls in six-minute units. From time to time there will be consideration of more lengthy correspondents or the preparation there are. Such correspondents will be charged at time spent on consideration or preparation.

 

Disbursements

 

We may have to pay out various disbursements upon your behalf. We have no obligation to make such payments unless you have provided us with clear funds. Disbursements may include Court Fees and Land Registry Charges, photocopying costs mileage, car-parking fees. Some disbursements may have VAT attributed to them, we will advise you accordingly. 

 

Payment arrangements

 

If your matter is being conducted on a Fixed Fee basis we will advise you within your Terms of Engagement letter as to the amount to be placed upon your client account.

 

We will only conduct work upon your behalf once clear funds have been received.

 

 

 

For matters conducted on an hourly basis we will interim bill for work conducted each calendar month. Payment is required within fourteen days or prior to your next attendance or with the person dealing with your matter (which ever the sooner). If the payment has not received by the sooner point work, will cease upon your file until full payment of the invoice has been received.

 

When dealing with administration of Estates we will normally submit an interim bill at regular stages, usually quarterly during the administration, starting with obtaining the Grant of Probate. The final account will be prepared when the estate accounts are ready for approval.

 

In certain circumstances, like Matrimonial Finance matters we will accept a standing order with final payment to be made from the Matrimonial Settlement. The solicitor dealing with the matter will discuss this payment method matter with you and will advise in writing as to the required monthly payments.  If you miss a payment, for whatever the reason, the full amount owed to the firm will be become immediately due. No further works will be conducted until full payment is made by you.

 

Payment is due to us within fourteen days of ascending you a bill. Interest will be charged at a daily rate at 4% over Lloyds Bank. Base rate from time to time from the date the bill was rendered to where payment is not made within the fourteen days of delivery by us of the bill.

 

We are not required to return any money, papers or any property belonging to you which has properly come into our possession, pending full payment of our costs, whether or not such property is acquired in connection with the matter for which our costs incurred. This is known as a general Lien. We are not entitled to sell property held under a lien however, we are entitled to hold such property other than money even if the value of it greatly exceeds the amount due to us in respect to the costs.

 

At times we enter into a Fee Share arrangement with 3rd Parties, where we receive a percentage of the fee’s the Third Party charges to you. We currently hold Fee Share Agreements with

 

 

We accept payment of our fees by cash (not exceeding £500), cheque and credit card. Payments can be made either direct at the office or via telephone. Please note all invoices are subject to VAT.

 

Please note we do not accept your bank account details via email and we do not accept any changes to your account details via emails.

 

Further, if we are due to pay moneys to you from our client account we require from you a copy of your bank statement showing your sort code and account number. Moneys will only be paid that account by us. If the event you cannot physically bring in a bank statement to us we will request a certified copy is provided.

 

Our VAT registration number is 940665515.

 

Other parties’ charges and expenses

 

 

In some matters, you may be entitled to payment of cost by a third party. It is important to you understand in some circumstances the other person may not be required to pay all the charges and expenses which you incur with us. You will be required to pay our charges and expenses in first place and any amount which can be recovered will be a contribution towards them. If the other party is in receipt of public funding no costs are likely to be recovered by you. You should know that the other person (unless insured) may not be capable of paying whatever costs he or she has been ordered to pay you.

 

The third party will not be required to pay the VAT element of your costs if you are able to recover the VAT yourself.

 

If you are successful with your claim and the Court orders that another party is required to pay some, or all your charges and expenses,  interest can be claimed from the other party from the date of the court order.

 

We will account to you for such interest to the extent that you have paid our charges or expenses of any account held with us, but we are entitled to retain the rest of that interest.

 

Please note if you require our services for enforcing the cost order these will be at additional charges and you will be provided with an updated client care advising you of ongoing g costs

 

If you are unsuccessful in a court case, you may be ordered to pay the other party for legal charges and expenses. This money would be payable in addition for your liability to pay our charges and expenses.

 

There are circumstances where insurance may be taken to cover liability such as legal expenses if you believe you hold a legal expense insurance which will cover third party legal charges and expenses along with ours please advise from the onset of your claim.

 

Equality and diversity

 

We are committed to promoting equality and diversity in all our dealings with clients third parties and employees. Please refer to our equality and diversity policy.

 

Money laundering and confidentiality.

 

We are required to obtain satisfactory evidence of the identity of our clients and at times the people related to them. To comply with statute requirements, we will request from you evidence of your identity as soon as practicable. You will be advised upon making your first appointment to brig with you proof of your ID. This should contain a photograph showing a true lightness of you either being a driver’s licence or passport. We will further require evidence of where you live being a recent utility bill or bank statement. If you do not bring this along to your first appointment we will remind you within our clients care correspondence to you. However, we will not be able to take works until we are provided with satisfactory identification.

 

We confirm that this firm’s money laundering compliancy officer is David Howell.

 

We are under a professional a legal obligation to keep your affairs confidential. However, we may be required by statute to make discloser to the national crime agency where we know or suspect that a transaction may involve money laundering or terrorist financing. If we make a disclosure in respect to your matter, we will not be able to tell you that the disclosure has been made. We may have to stop working on your matter for a period of time and may not be able to tell you why.

 

We will not be liable for any loss damage or delay arising out of our firm’s compliance with any statuary regulatory requirements.

 

 

 

Financial arrangements between you and us

 

We will not accept payment in cash from you of any sum or sums exceeding £500 during the course of your matter. Except for payment of your own legal costs and disbursements.

 

Upon conclusion of your matter any moneys due to you will be paid by cheque or back transfer such moneys will not be pair to a third party (please see above in relation to our policies regarding the requirement of bank statements and not accepting account numbers via emails).

 

Emails

 

If instructed by you, we will correspond with you via email. We however, will not open attachments that you send if we reasonably believe they could cause harm to our systems i.e. virus.

 

We do not accept for any reason what so ever service by way of email.

 

Interest

 

Any money received on your behalf will be held in our client account. Interest will be calculated in with our interest policy.

 

Tax or Financial Advice

 

Any work we take on for you may involve tax or financial implications. We are not financial advisors and we are not regulated to provide tax or financial advice. If we identify that you require tax or financial advice we will inform you of the need to gain such advice and if requested by you can signpost you on to local financial advisors whom we are aware. Please note we do not endorse the advice given and make no warranties as to appropriateness of the advice given to you by those we may signpost you too.

 

Instructions from Limited Companies or Partnerships

 

When accepting instructions to act on behalf of the limited company and partnership, we will require the direct or controlling shareholder or partner to sign a form of personal guarantee in respect to the charges and expenses of this firm. If such a request is refused, we will be entitled to stop acting and require immediate payment of our charges and expenses as set out in our client care letter.

 

If you instruct us on behalf of the partnership or company, we will assume that we are entitled to take instructions from any partner director or company secretary unless you inform us in writing that we may not do so. If we receive conflicting instructions from directors or partners, we will write to all directors or partners informing them and request one spokesperson from the company to be our primary instruction giver.

 

Copyright

 

Documents we prepare for you belong to us and you are licensed to use them only for the purpose that which they were prepared.

 

Please note that any documents we prepare for you and are amended by you are not covered under the fixed fee arrangement and therefore if you require advice and assistance in relation that to the amendments additions you have made without our input and additional charge may be payable to you. Please note that there may be changes to documentation that you may make of your own fusion and without our approval will be redeemed as work undertaken by us and therefore will not be covered under our professional indemnity for any damages that may occur to you in the use of the document.

 

Your right to cancel instructions

 

If you are a private client and not a (business client) you have the right to cancel your instructions due to certain circumstances.

 

If we have met, you in a place other than Dawsons Law premises and the consumer contracts regulations 2013 apply. You would therefore have the right to cancel your instructions to us within fourteen working days of either your receipt of your client care letter (where we have not met) or within fourteen days of our meeting (with the office premises). You can cancel your instructions to us by contacting by post or email or by using the cancellation form.

 

If you want us to commence work within the fourteen-day period, please let us have a full written confirmation by post or email. We will take your post or signing the returning of the client care letter within the fourteen days period to be your expressed request for us to commence work before the expiration of the fourteen say calling off period.

 

If you have instructed us to start immediately and then decide to end your instruction before the calling off period, you will be charged for any work undertaken upon your behalf and any dispersant paid out on your behalf prior to receipt of such cancellation.

 

If you can sort this contact, we will rein verse to you all payments received by you minus any payments owed to us under the above.

 

Praise where Praise is due

 

Don’t forget to tell us when we have done well, or you are particularly impressed with a member of our staff, it’s nice to hear the good.

 

 

 

Dawsons Law 01953 883535

In line with the Solicitors Accounts Rules 2011 this policy is in place to inform you of our arrangements with regard to interest and banking arrangements in relation to monies held on behalf of clients. The objective of the policy is to achieve what we believe is a fair outcome for both the client and the Firm.

General Client Account

 

When money is received from or on behalf of a client, it will be paid into a general client account with Lloyds Bank who is the Firm’s Only Bank. This general client account will hold pooled amounts for different matters and clients. These will usually be based on client money being held in an instant access account to facilitate a transaction. Clients are unlikely to receive as much interest as might have been obtained had they held and invested the money themselves.

The rate of interest paid to clients on money held in general client account is in line with Lloyds Bank published rates on Designated Client Accounts.

No interest will be paid to clients on monies in general client account if :-

§  The amount of that interest, as calculated following the procedure set out below amounts to £50.00 or less.

§  If the sum of money held does not exceed the amount shown in the left hand column below for a time not exceeding the period indicated in the right hand column below:

 

 

 Amount

 Time

 £1,000

 8 weeks

 £2,000

 4 weeks

 £10,000

 2 weeks

 £20,000

 1 week

 

If the sum of money held exceeds £20,000 but is held for one week or less, no interest shall be paid to the client unless a request is made by the client and it is deemed fair and reasonable to account for a sum in lieu of interest having regard to all the circumstances. Such determination shall be made on a case by case basis by the Managing Compliance Officer for Finance and Administration (COFA).

The rate of interest payable shall be calculated by reference to the current rate of interest paid to the firm by Lloyds Bank on the general client account.

Designated Accounts

 

This firm does not currently hold designated deposit accounts

 

 

This policy will be reviewed together with the interest rate applicable for any interest payments due to clients on monies held on an annual basis.

 

Contact us

We are based in Hethersett, Norwich, Norfolk. However we are more than happy to conduct home visits if getting to us is a problem

 
41 Great Melton Road
Hethersett
Norwich
NR9 3AB
 
Call us on
01603 327280
 
 

What our clients say...

“ We recently had a Client in need of legal advice. Netmatters made the decision to appoint Dawsons law. Salena was professional, polite, She provided a quote and a fixed fee for any additional agreement moving forward. As an agency we often have to deal with multiple legal issues and we have no trouble recommending Salena Dawson . She truly is a solicitor at the heart of the community”

Netmatters

“I must commend you on your will writing service.... We both had been putting of making a will for some time, however Salena made us feel at ease with her personal approach and advice which made the whole process very natural and professional. We would be more than happy to recommend Dawsons law to our friends and family”

James Robinson

“I wanted to write now that my Matrimonial Finances have been settled and are now concluded. Dawsons Law provided a unique service in assisting me as more or as little as I required. I have spoken to friends who have been through similar process . They were amazed at how conciliatory you dealt with me and my ex-wife. You were straightforward with advice and kept my legal costs down though your commonsense approach. Thank you so much.”

Mr R - Swaffham