Will Writing & Wealth Management

According to the latest Consumer Council Report – 67% of UK adults should have a Will but don’t…

In reality, with the right help and guidance, it can be made very easy to put your Will instructions in place and with our new Will Writing & Estate Planning services, the time has come to ensure the people you care about the most are protected.

Our new services include:

  • Will Drafting
  • Estate & Inheritance Tax Planning
  • Business Succession Planning
  • Asset / Property Protection Trusts
  • Lasting Power of Attorney
  • Will Storage & National Database registration

If you can identify yourself with one or more of the following, please contact us today and we will assist you every step of the way to ensure your estate succession plan is completed.

  • Are you a Business owner?
  • Are you married / civil partnered / co-habiting with a partner?
  • Do you have children under 18 years?
  • Do you have a more complex family structure?
  • Are you recently separated from your partner?
  • Are there any disputes/estrangements with other family members?
  • Do you have Inheritance Tax concerns?
  • Are you worried about losing your home because of the current Care Home fee regime?
  • Do you have concerns over losing your capacity to make decisions for yourself?

TARIFF OF FEES AS AT 1st JANUARY 2015

Basic Instructions

Fixed Fee

Standard Will – Single

£125.00

Standard Will – Mirror

£175.00

Additional Services

Right to Occupy Trust

£150.00

Protective Property Trust

£275.00

Discretionary Trust

£250.00

Power of Attorney – Single

£250.00

Power of Attorney -Mirror

£375.00

Living Will – Single

£99.00

Living Will – Mirror

£145.00

Deed of Variation

P.O.A

Home Protection Trust

£1,750.00

Life Time Settlement Trust (per trust)

£500.00

Storage Only

£25.00

Will Data Registration Only

£15.00