How to read this price list: ALL Wills start as either a single or a pair of Wills then simply add to the cost of the Will the selected service or product. I.e. pair of Wills with Protective Property Trust and Land Registry search would be BD150 + BD450 + BD30 = BD630
|
Product |
Description |
Price
|
|
Will (single) |
A Will is the expression by a living person of wishes which he intends to take effect immediately after his death. |
100 |
|
Will (double) |
For family and couples, no trusts other than standard family 18-25 trust |
150 |
|
Protective Property Trust or Right to Occupy/Reside |
Includes tenancy severance documents, life interest in Will for spouse or partner (no search of Register or RX1 form, see next item) |
450 pair |
|
Land Registry Search |
Search and Register apply for ‘Office Copy’ and complete and supply RX1 form. |
30 pair |
|
IHT Trust |
Includes simple 2 year NRB Discretionary Trust and Full Term 80 year (No IOU Powers) |
300 pair |
|
IHT IOU Loan Trust Debt/Charge |
Debt/Charge scheme. For use on first death to maximize both NRBs and where estate is mainly property and little cash/liquid assets. Includes full handbook for clients/executors/trustees. |
450 pair |
|
Disabled Discretionary Trust |
Complies with FA 2006, protects assets and benefits from Local Authority should the disabled person go into permanent care |
450 pair |
|
Charity Discretionary Trust |
It could be used for several charities, with no one charity having a particular claim. |
450 pair |
|
Business or Agricultural Trust |
To take assets and cash eligible for BPR or APR on trust for children, Life Interest to spouse. |
450 pair |
|
Discretionary Trust of Residue |
Rather than gifting the residue outright it can be held for any period on a DT, useful when children are in need of protection such as drug or drink dependency. |
450 pair |
|
Residue on Life Interest (First Death) IPDI |
Giving spouse/partner a life interest in residue useful on second marriages where both parties want to benefit their own children. |
450 pair |
|
Property & Affairs/ or Health & Welfare |
Replaces EPA as of October 1 2007 NOTE only covered by PII if the consultant is NOT appointed an attorney. H & W can incorporate a Living Will |
100 each 150 pair |
|
Living Will |
Now referred to as an Advance Decision |
50 each |
|
Commentary |
Provides a detailed explanation of the Will and the clauses contained therein |
20 each 30 pair
|
|
LIFETIME SETTLEMENTS |
|
|
|
Asset Protection Trust |
Use for Death in Service and other policies written into trust. Remember to always include a £10 note! |
300 each |
|
Pilot Trust |
Used to take assets such as the family home or the NRB out of the estate during lifetime |
POA |
|
BUSINESS TRUSTS |
|
|
|
Partnership Agreements |
Includes schedule for when a partner leaves a practice. Additional sets for partners |
450 two partners 20 per partner |
|
Shareholder Agreements |
Where multiple shareholders agree how their share shall be handled on death of one. Additional sets for shareholders |
450 two shareholders
20 per shareholder |
|
Property Trust |
Puts the family home into trust for the children whilst allowing the clients to live in the property. |
2500 |
|
STORAGE AND OTHER SERVICES |
|
|
|
Document Storage |
Same for single or mirror Will. Includes LPAs, property deeds and other associated documents. |
50 per year |
|
Express Service |
Guarantees 3 day service or requested date |
15 |
|
Fast Trak Service |
Same day service – if faxed before 2 p.m. Please note: This service is for emergency Wills (death bed Wills) and documents only. |
30 |