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A will is a legal document that outlines how a person's assets and affairs should be handled after their death. It is important because it ensures that your wishes are respected, provides clarity for your loved ones, and can help avoid disputes among family members. Additionally, having a will can simplify the probate process, making it easier for your estate to be settled. Overall, a will serves as a crucial tool for planning your legacy and protecting your family’s future.

 

Prices from £99.00 for a Single Will.

Having a Power of Attorney (POA) in place is crucial as it designates who will be able to make important decisions on your behalf when you are unable to do so. This legal document ensures that your wishes are respected regarding your property, financial, medical, and personal affairs. It is important to have your POA professionally drafted to ensure that it meets all legal requirements, minimizing the risk of disputes or confusion. A well-drafted POA provides peace of mind, knowing that your wishes and estate will be managed according to your preferences.

 

Prices from £349.00 for a single person (inc both documents)

A Discretionary Testamentary Trust offers flexibility in distributing assets among beneficiaries, allowing the trustee to decide how much and when to distribute funds based on the individual needs of your chosen beneficiaries. This type of trust can protect from creditors and provide financial security for beneficiaries, especially minors or those unable to manage their finances. Additionally, it can help minimize tax liabilities and ensure that the trust's assets are managed according to the grantors wishes. Overall, a discretionary trust is a versatile tool for effective estate and financial planning. Think of a Discretionary Testamentary Trust like a more flexible type of Will.

 

Prices from £995.00 for a Single Persons Trust (inc Will)

A Property Protection Trust ("PPT") can be created when a property is jointly owned. 

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It is an enhanced Will that offers some protection for the property by ensuring that on the first death, that share is protected from interference by third parties. That share will also be protected from assessment for care home fees should the surviving owner require care in the future.

 

It’s designed to enable joint owners to be more flexible with their share of the property enabling them to pass it to someone other than the joint owner.

 

If the current joint owner remarries or decides to gift their share to someone else then your share is fully protected for your beneficiaries.

 

This means that if the surviving owner needs residential care or gets into financial difficulties, then the first share of the property is protected and will not be assessed or at risk.

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Prices from £1495.00

Our Asset Protection Trusts ("APT") are specifically designed to protect your assets for you during your lifetime. They give you the peace of mind that your estate can be passed on securely and intact to your spouse, your children and their bloodline, or other named beneficiaries, after your death. Whilst also giving complete protection during your lifetime too.

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An "APT" is a lot like a Will, in that you set out your wishes about your assets and your heirs.

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However, a Will only becomes effective when you die and after the probate process.  A Living Trust is effective while you are still alive.

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You can place many assets into a Living Trust, such as property, savings and investments.

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The Trustees will take control of the assets immediately, which can be very beneficial to you and your family in certain circumstances.

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The main benefits of an "APT" are:

• Avoiding the lengthy and expensive Probate process.

• Protection from Sideways Disinheritance.

• Necessary Protection from Children's Legal Rights.

• Protecting Beneficiaries from inheriting at the wrong time.

• Planning for passing on an Inheritance Tax liability.

• Concerns over Care Costs - an APT can protect your home from care fees when planning is done early with no foreseen need for care.

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Prices from £3495.00 (Includes Will(s), Power of Attorney documents, Trust Fees.)