Thank you for following the link in The Telegraph publication.
Follow our step by step guide in order, so we can inform you of the various options you
have for Asset Protection and Inheritance Tax Planning
These are the variations of how we can protect your Assets through Wills and Trusts. We can crate a Trust fund in addition to the Property Trust in your Will, or if you want to start giving money to family for IHT Planning, then how we set up a Trust during your lifetime
Property Trust Wills
Property Trust Wills with
Discretionary Trust created in the Will
Property Trust Wills with
Discretionary Trust created during lifetime for IHT Planning
How the loans from a Trust Fund
work for protecting inheritance
Lasting Powers of Attorney are a very useful addition to Lifetime Planning and vitally important in how they are used to protect your Assets from being sold to pay for Care Costs, as well as being vital tools to ensure you do not unnecessarily suffer, should your health deteriorate significantly in later years
LPA Property & Financial decisions
LPA Health & Welfare decisions
How much will these products cost, is also an important factor to consider, but we can discuss which route suits you and your family best when we arrange our meeting to discuss your Estate Planning with one of our Solicitors.
Our Packages are inclusive of the Severance at the Land Registry, VAT and disbursement costs. This is all you will pay us, with any additional fee to register the Lasting Powers of Attorney (should you require them) paid directly to the Office of the Public Guardian at £92.00 per LPA.
· A Pair of Property Trust Wills £1,020.00
· A Pair of Property Trust Wills with 4 LPAs (2 each) £1,740.00
· A Pair of Property Trust Wills creating a Discretionary Family Trust Loaning Fund £2,100.00
· A Pair of Property Trust Wills creating a Discretionary Family Trust Loaning Fund with 4 LPAs £2,820.00
· A Pair of Property Trust Wills with your existing Trust Fund as the Beneficiary, Immediate creation of your Family Trust Fund to use for IHT Planning, loaning money to Beneficiaries, registration £3,480.00
· A Pair of Property Trust Wills with your existing Trust Fund as the Beneficiary, Immediate creation of your Family Trust Fund to use for IHT Planning, loaning money to Beneficiaries, Trusts Registration Service registration £4,080.00
· A Pair of Property Trust Wills with your existing Trust Fund as the Beneficiary, Immediate creation of your Family Trust Fund to use for IHT Planning, loaning money to Beneficiaries, Trusts Registration Service registration and 4 LPAs £4,800.00
· Side Letter for any Beneficiaries excluded or with reduced inheritance £120.00
If you are happy with the information provided and would like to book your
consultation, please complete the appointment request and provide as much of the
information you are happy to disclose at this stage, in readiness for your meeting
Kindly note that we have provided all of the above information, so you have time to re-listen and take your time and consideration before engaging in a meeting. As such, we
are charging a small fee of £50 for the consultation, to ensure all who are booked
in are more advanced in their consideration of instructing our services
Our team will endeavour to contact you within 2-3 working days of receipt of your request for a consultation and payment of £50 will be requested in the email link sent to you, once we have allocated a suitable time and date for your consultation appointment. We look forward to seeing you soon.
