All prices exclude VAT. Correct at 22/06/19
Straightforward Will passing assets to Partner/Spouse etc. Additions extra.
Straightforward Will mirroring Partner/Spouse wishes. Additions extra.
Professionally checking that your existing Will is up to date with current legislation, continues to satisfy your future wishes, ensures the minimum payment of Inheritance tax from your estate and checks possible attacks on the Will. Just send/scan a copy for a report.
Either Health and Welfare, Finance, or both. Also Business related
Can only be used when you’re unable to make your own decisions. *Excluding OPG registration fees @ £82 per LPA*.
Can be used as soon as it’s registered, with your permission. * Excluding OPG registration fees @ £82 per LPA*.
Power of Attorney for managing businesses
Setting up of Trusts to protect your assets. Costs are variable depending on work required, however a fixed quote will be issued before work starts. At least one Trust PER Will is required if Trusts are used in planning.
A discretionary trust is a very flexible and powerful form of trust. The trustees have discretion as to how and when the beneficiaries can use some or all of the capital and income of the trust fund.
A pilot trust is set up during the lifetime of an individual in order to receive funds and/or property upon their death from a legacy in their Will, a pension fund, a life insurance payout or a death-in-service benefit. Designed to mitigate the IHT (Inheritance Tax) bill.
Too many types of Trust to list, but all designed to protect in certain ways. Nothing will be recommended that will not positively benefit you.
Where more than one trust per Will is required, additional trusts are charged at a lower rate. Usually where funds in excess of £250k need to be put into trust. For example, if £750k needs to go into Trust = 1 Main trust plus 2 extra. Cost £245 + £100 = £345, not £735, saving £390
Some often used documents / services that are needed to assist the effectiveness of planning.
Own your home? You may need this.
All legal household documents stored in a highly secure environment for when required.
To ascertain type of ownership
Rugby Wills are proud to offer discounted pricing for HM Forces, UK Emergency services, NHS personnel and low waged clients. Just ask.
Finance is available on certain items to spread the costs.