Our charges
30/06/2025
We aim to provide a simple and transparent overview of the fees that you will be charged for our services. Each service has a different rate that is a reflection of what you will receive as a Killik & Co client.
For the majority of our services, we will work to a single charge instead of charging per transaction. We include VAT in all our quotes. Exceptions include our Inheritance Tax Portfolio Service and execution-only services.
We work closely with our clients to identify funds for long-term investing and minimise cash holdings to mitigate inflation risk. As we hold client cash in the form of instant access accounts, which pay lower interest rates than more restrictive regular savings accounts or term deposit accounts, we pay fixed interest rates on balances held in cash.
A 0.35% charge will apply on all FX transactions.
To get a recommendation on the service most suitable to your needs, and a personalised cost estimate based on your investments, please contact us to speak to one of our Advisers.
Managed Service charges
Our Managed Services are for those who want to delegate responsibility for day-to-day decision making to Killik & Co.
- Silo is our digitial-led, managed investment service.
- Managed Investment Service is our adviser-led service, with a dedicated Investment Manager
- Killik Managed is a fully integrated solution that combines Investment Management and Wealth Planning personal advice.
You can compare the benefits and fees for these three managed services here with the Managed master rate card.
Advised Service charges
Our Advised Investment Service is for those who want the support of a dedicated Investment Manager to advise on the construction of their portfolio but who want to retain ultimate control of all decision making.
This investment service can be supplemented with our Wealth Planning Service, and the support of a dedicated Wealth Planner.
Both service benefits and fees are covered here in the Advised master rate card.
Other Service charges
Stockbroking Service charges
The following rate card details the charges for our Stockbroking Service.
Self-Invested Personal Pension service charges
The following rate card details the charges for our Self-Invested Personal Pension (SIPP) service.
Specialist Investment Services charges
The following rate cards detail the charges for our Specialist Investment Services.
Inheritance Tax Portfolio Service
Charges for our Tax and Trustee Services
The following tables detail the charges for our Tax and Trustee Services.
| Will Writing Service |
|
Single Will: £320 Two Mirror Wills: £380 |
| Lasting Power of Attorney Service |
|
Preparation of one category of LPA (one client): £350 including VAT Preparation of two categories of LPA (one client): £475 including VAT Preparation of one category of LPA (two clients): £700 including VAT Preparation of two categories of LPA (two clients): £950 including VAT Office of the Public Guardian fee: £82 per LPA document (nil VAT)
|
| Executor Service |
|
0.75% fee based on value of property 1.5% fee based on remainder of estate (a time-based fee commensurate with the work involved) |
| Personal Taxation Service |
| As the nature of the work required varies among our clients, we quote a fee on application for this service that is commensurate with the work involved. Our fees start from £300 plus VAT. |
| Trust Services |
|
Annual trust administration fee: 0.25% (subject to a minimum of £200) Withdrawal fee: 3% Charge on all funds deposited: 1.5%
Preparation of trust deed: £250 Charity commission: £250 Preparation of accounts: £200 Charge for each cheque issued: £25 |
Incidental charges
Our incidental charges include minor costs that we charge for transactions.
|
Payments out |
BACS – No Charge CHAPS – £25 |
| Legal Entity Identifier Fee | £70, plus VAT |
| Certificated Trades |
£25 |
| Unauthorised Debit Balances |
Interest charge at 9% over Barclays Bank Base Rate, or 20%, whichever is higher |
Online reports
Online reports are made available through our client portal, and through our App, which is available for download in the Apple or Android stores. Please speak to your Adviser if you require any help.
Reports available online currently include: Contract Notes, Statements, Tax Vouchers, Capital Gains Tax reports and Pension illustrations.
Sign up to our newsletter
Sign up to receive the latest news from Killik & Co, including our Market Update and Killik Explains educational videos, and be one of the first to hear about upcoming events and webinars. You can unsubscribe at any time and learn how we use your data in our Privacy Policy.