Basic Will

Both including any legacies, and where required trusts for minor children in which assets are kept until they become at least 18 years old or an age you can specify. 

Lasting Power of Attorney – Property & Financial Affairs

A document in which a donor appoints others to manage their financial affairs if & when he/she can no longer do so nor make decisions for themselves. Fees include the role of Certificate Provider who confirms the donor’s understanding of the LPA and validates their decision and capacity to make the document. 

Lasting Power of Attorney – Health & Welfare

A document in which a donor appoints others to make health & welfare decisions when he/she is no longer capable of doing do. Fees include the role of Certificate Provider who confirms the donor’s understanding of the LPA and validates their decision and capacity to make the document. 

Lasting Power of Attorney – Both Property & Financial Affairs and Health & Welfare

A package which include both property & financial affairs and health & welfare lasting power of attorney.

Registration of a Lasting or Enduring Power of Attorney

The documentation required to register a LPA with the Office of the Public Guardian (OPG). PLEASE ADD the OPG registration charge of £82 (or £41 where exemption applies).

Right of Residence

A trust which allows a nominated beneficiary to live in a house, which he/she does not own, for a specified period but which gives no rights to the house nor its capital value.

Life Interest Trust

A trust which passes a house, property or capital to a nominated beneficiary(ies) but which allows a third party to have the benefit of the house, property or income.

Disabled Persons Will Trust

A Discretionary Trust (as above) but drafted to protect the special interests of a disabled beneficiary.

Business Property Trust

A trust to maximise the Inheritance Tax reliefs available for qualifying enterprises by placing assets into trust for the use of non-exempt beneficiaries.

Will and Lasting Power of Attorney

This package contains Will(s), BOTH Lasting Power of Attorneys (each).

Property Protection Trust (Package 1)

This package contains Will(s), severance of tenancy and life interest trust for the house.

Property Protection Trust (Package 2)

This package contains Wills, Both LPAs, Severance of Tenancy and Life Interest Trust for the house.

Inheritance Trust (Package 1)

Wills & trusts with powers allowing trustees to receive an IOU/charge to a beneficiary.
  The loan or charge is repayable on death. Includes Will(s) and severance of tenancy.

Inheritance Trust (Package 2)

As above but Includes Wills, Both LPAs each and severance of tenancy.

Flexible Life Interest Trust (Package 1)

A life interest trust but with flexibility to allow trustees to gift assets to nominated beneficiary(ies) or to set up another trust. Includes Will(s) and severance of tenancy.

Flexible Life Interest Trust (Package 2)

As above but Includes Wills, Both LPAs each and severance of tenancy.

Advance Decision (Living Will)

Allows a person to set out decisions about treatment which he/she may wish to receive or refuse and to appoint others to make later decisions for them in uncertain circumstances when he/she is unable to do so. 

Update to existing APS / Simply Legal Will

A re-write to encapsulate minor changes to an existing APS / Simply Legal Will.

Advanced update to existing APS / Simply Legal Will

Letter of Wishes

A letter intended to advise executors and / or trustees of the clients intentions in relation to management of trusts or disposal of estate. This is not legally binding.

Severance of Tenancy - Mutual or unilateral Severance of Joint Tenancy

A Deed of Severance with Land Registry search, documentation & registration that enables joint owners of a house to change the ownership from joint tenancy to tenants in common so they can gift their separate share of the house to those they wish to benefit (where unregistered land advice is to register the house with Land Registry*).

Urgent drafting fee

An additional fee where documents are needed as soon as is practical in circumstances such as upcoming holidays. This does not apply to clients suffering medical conditions.

Will Retrieval Free

Pilot Trust

A trust set up by a settlor in life, which receives other assets after the death of the settlor as specified by their Will.

Asset Protection Trust

A trust established in which to shelter property and cash from the time of its assignment to the trust subject to Inheritance Tax rules.

Spousal Bypass Trust

A trust set up by a settlor in life into which the proceeds from an occupational death-in-service policy or life insurance policy are paid.