Advanced Will for Individuals or Couples

Standard Will Package is offered non-face to face by telephone/video link or face to face and includes your instructions (or exclusions):

For Individuals or Couples With Different Will Requirements.

• Appointing executors and trustees
• Appointing guardians if you have children under 18 years old including trusts for children to age 18/21 or an age you specify
• Monetary gifts, physical gifts, business/shares gifts, charitable gifts and political party gifts
• Organ donation preferences
• Main beneficiaries for distribution of your main, residual estate after any gifts above
• Exclusions - if you wish to exclude people from your Will
• Funeral requirements
• DOES NOT include: Inheritance Tax Trusts, Asset Protection Trusts or Property Life Interest in Possession Trusts for protecting wealth/property and inheritance tax planning (see Advanced Wills)

We will prepare and send a draft Will for you to check all is correct and then send your final, bound Will in the post for signature and witnesses.

Note for Couples:  If your Will requirements are exactly the same, you SHOULD NOT use this product but select the MIRROR WILLS product for an additional saving. 

But, if a couple requires two different Wills then these Standard Will prices apply and you should choose 2 X Standard Wills when prompted in the order process.

Pricing / Purchase Options

Standard 'Mirror' Wills Package is offered for couples who have EXACTLY the same Will requirements (mirrored) non-face to face by telephone/video link or face to face and includes your instructions (or exclusions) for X 2 mirror Wills:

• Appointing executors and trustees
• Appointing guardians if you have children under 18 years old including trusts for children to age 18/21 or an age you specify
• Monetary gifts, physical gifts, business/shares gifts, charitable gifts and political party gifts
• Organ donation preferences
• Main beneficiaries for distribution of your main, residual estate after any gifts above
• Exclusions - if you wish to exclude people from your Will
• Funeral requirements
• DOES NOT include: Inheritance Tax Trusts, Asset Protection Trusts or Property Life Interest in Possession Trusts for protecting wealth/property and inheritance tax planning (see Advanced Wills)

We will prepare and send draft Wills for you to check all is correct and then send your final, bound Wills in the post for signature and witnesses.

Note:  If your Will requirements are NOT exactly the same, you SHOULD NOT use this product but select the STANDARD WILL product and choose 2 X Standard Wills when prompted in the order process.

Pricing / Purchase Options

Advanced 'Mirror' Wills Package is offered for couples who have EXACTLY the same Will and Trust requirements (mirrored) for additional wealth, asset protection and inheritance tax planning using non-face to face by telephone/video link or face to face means and includes your instructions (or exclusions) for X 2 advanced mirror Wills:

• Appointing executors and trustees
• Appointing guardians if you have children under 18 years old including trusts for children to age 18/21 or an age you specify
• Monetary gifts, physical gifts, business/shares gifts, charitable gifts and political party gifts
• Organ donation preferences
• Main beneficiaries for distribution of your main, residual estate after any gifts above
• Exclusions - if you wish to exclude people from your Will
• Funeral requirements
• Includes: Inheritance Tax Trusts, Asset Protection Trusts and/or Property Life Interest in Possession Trusts for protecting wealth/property and inheritance tax planning

We will prepare and send draft Wills for you to check all is correct and then send your final, bound Wills in the post for signature and witnesses.

Note:  If your Advanced Will requirements are NOT exactly the same, you SHOULD NOT use this product but select the ADVANCED WILL product and choose 2 X Advanced Wills when prompted in the order process.

Pricing / Purchase Options

An Initial and Complete Service for Probate for the Deceased's Estate Including Dealing with Property, Trusts, Existing Insurance, Pensions, Investments, Tax, Income and Status:

We act as agent of the executor or personal representative of the deceased to research, gather financial information and report on estate property, gifts, potentially exempt transfers, gifts with reservation, taper relief (if applicable), insurance, pensions, investments and insurance portfolio to include a full review of mortgages and debts (where applicable), tax reliefs, premiums paid, charges, penalties, investment returns, values, funds, proving the Will.

We will also consider deed of variation, assignment where applicable, deal with inheritance tax calculation, dealing and negotiating with HMRC, completion of self assessment income tax forms on death, inheritance tax and estate forms with considerations for tax, trust, best use of tax relief options for the deceased’s estate.  

Estate valuation, inheritance tax calculation and producing Estate Accounts and dealing with HMRC and Land Registry to the point of executors submitting the Will and Inheritance Tax receipts to Probate for approval of the Will and distribution of the estate.  Estate forms and any applications will be handled by us but signed by you as Executor/Personal Representative.  Works are complete when probate is granted.

Fees are made up of two parts to make up the total fee:

1. Core/Fixed Fee Element - this is a fixed, flat fee per estate, whether the estate is value £50,000, £100,000, £500,000 or more, there are some works and analysis required that are the same irrespective of teh size of the estate.
2. % Estate Value Element – this is a 'one off' fee based upon the value of the esate.  It is representative of the additional works that we take on as your estate adviser.  A smaller estate will have less work/data gathering involved and possibly no inheritance taxes to pay, a larger estate is likely to have much work works involved and more complex inheritance tax forms and submissions and this is reflected in part of the fee being linked to the estate value.

These are 'ONE OFF' fees.  There is NO ONGOING % adviser charge.

Pricing / Purchase Options