Our Services

Will Writing

All of our Wills are tailored to meet your individual needs, and cover:

• Executorship appointments
• Guardianship
• Specific legacies
• Distribution of your assets
• Specific funeral requests
• Any other issues you wish to address

We never look to overcomplicate the documents we produce, but as part of our estate planning service we can advise on any of the following.

Inheritance Tax Planning

We will assess your estate and explain the general inheritance tax rules and how they may impact upon your estate. If it is possible to structure your Will and assets to reduce any potential inheritance tax liability then this will be identified and clearly explained to you.

Protection of Assets

By taking time to structure your Will correctly it is possible to protect your main assets, and ensure they are available to be passed on to your family and other beneficiaries, thereby providing you with peace of mind.

Trusts

As part of estate planning, Trusts can be used to provide protection for assets such as property and business assets, and also to protect assets for vulnerable beneficiaries. In these circumstances, we take time to explain why a Trust may be used, and the benefits it will provide.

Severance of Joint Tenancy / Tenants in Common

For many couples, holding the family home or other property assets as tenants in common, where both parties hold a specified percentage of the property each, can prove beneficial and enable simple estate planning to help with potential inheritance tax reduction and asset protection.

We are able to talk you through the options and benefits, and if required arrange for the changes to be made with the Land Registry.

Lasting Powers of Attorney

A Lasting Power of Attorney is a legal document which allows you to choose someone now (a spouse, relative or friend) who you trust, to make decisions on your behalf about things such as your property and financial affairs, or health and welfare, at a time in the future when you no longer wish to make those decisions, or should you lack the mental capacity to make those decisions yourself due to illness, accident or the advancement of old age.

We are able to advise you and draft these documents to meet your specific requirements.

Advanced Medical Directive (Living Will)

This is a document separate from your Will, which can set out the circumstances under which you would not wish to receive life sustaining medical treatment if you became seriously ill in the future and were incapable of making your own decisions.

Secure Document Storage

Once you have had your documents produced, it is essential that the original documents are kept safe and secure until they are ultimately required by those you have appointed.

The simple solution is to make use of our document storage option offered through The National Will Archive, which provides you with:

• An independent checking service to ensure your Will and other documents have been signed and witnessed correctly
• Safe storage of your documents
• Executor access cards

Probate Administration Services

We are able to offer a full estate probate administration service to Executors who prefer to hand over the complex probate process to a professional, through The Society of Will Writers Trust Corporation. The fees are clear and very competitive when compared to similar services offered by the banks or your local solicitor.