Will Plans & Costs
Basic Will Plan
What is it?
A straight forward Will dealing with the essentials to ensure that the persons whom you wish to benefit from your estate after your
death do so. It includes simple trust arrangements for young beneficiaries.
Who will benefit?
Anyone, regardless of age, who wishes to have the peace of mind of putting their affairs in order and who is not concerned about the risks of inheritance tax (IHT) and long term care fees (LTC).
Fees: Single £100 inc VAT / Joint (husband and wife) £150 inc VAT
Property Protection Plan
What is it?
A more complex Will providing the same security as the Basic Will Plan and potentially securing the value of your home from LTC.
This Plan includes not only the preparation of the appropriate Will Trust, but also, for persons who jointly own their own home, the
creation of a tenancy in common to make sure that the Plan itself is fully effective.
Who will benefit?
Older, married couples (or registered civil partners) whose main asset is their home and who are concerned about liability to LTC
and wish to protect the value of their home for their beneficiaries.
Fees: Single £360 inc VAT / Joint £620 inc VAT
Wealth Preservation Plan
What is it?
A more complex Will providing the same security as the Basic Will Plan and Property Protection Plan and extending that security to
assets other than your home, for example, investments. This Plan includes not only the
preparation of the appropriate Will Trust, but also for persons who jointly own
their own home, the creation of a tenancy in common to make sure that the
lan itself is fully effective.
Who will benefit?
Older, married couples (or registered civil partners) whose assets are made up of the value of their home and
investments and who are concerned about liability to LTC and wish to protect the value of their home for
their beneficiaries. Also, those persons in a second family situation who now wish to protect their present partner whilst making
provision for their own children.
Fees: Single £460 inc VAT / Joint £800 inc VAT
Family Inheritance Plan
What is it?
A more complex Will providing the same security as the Basic Will Plan and extending that security to all assets, including your
home, investments and business assets. This Plan includes not only the preparation of the appropriate Will Trust, but also, for persons
who jointly own their own home, the creation of a tenancy in common to make sure that the Plan itself is fully effective.
Who will benefit?
Persons with substantial assets made up of their home and investments. Also persons who may have an interest in a family business
or farm and who are concerned about protecting their wealth against IHT and/or LTC. Persons who wish to provide maximum
flexibility and security for their chosen beneficiaries. This Plan is also helpful to those who may be in a second family
situation as outlined under the Wealth Preservation Plan, or if they have any beneficiary who is under a disability.
Fees: Single £560 inc VAT / Joint £1000 inc VAT
Family Protection Trust
What is it?
A Trust which can provide security to all assets placed within it including your home and investments. The Trust secures assets
from potential Probate and LTC costs. The Trust also ensures that your estate benefits those whom you wish to do so after your
death.
Who will benefit?
Persons with assets made up of their home and investments and who have concerns regarding Long Term Care fees, sideways
disinheritance if the surviving spouse remarries or where a parent is concerned about benefiting irresponsible children. The Trust
ensures you have peace of mind knowing that your estate planning is up-to-date and has the potential to save
substantial future costs.
Fees: Single £660 inc VAT / Joint £1200 inc VAT
Pay Monthly - Talk to us about our easy payment methods to spread the cost.
