Straightforward Will passing assets to Partner/Spouse etc. Additions extra.
Straightforward Will mirroring with Partner/Spouse wishes being exactly the same. Additions extra.
Specific Will Cloning where Partner/Spouse wishes or other details are different. 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. *FEE Discount for low income
Can be used as soon as it’s registered, with your permission. * FEE Discount for low income.
Power of Attorney for managing businesses
Mirrored LPA's, either Property and Finance or Health and Welfare attract a discount of £55
Some often used Trusts enhancing a plan
Giving a right to reside usually for your Spouse
An expanded Property Probate Trust with the ability to manage finances, property and RNRB. Also incorporates a basic discretionary trust. Used where the legacy path is straightforward and no special restrictions/requests are needed.
For use, if you have specific wishes for your beneficiaries especially if you foresee problems. For example inability to handle inheritance, drugs or alcohol abuse, worries about marriage and possible divorce. Give the ability to specify exactly how the legacy is provided. Often used in conjunction with a Property Trust.
Mirrored Trusts within the Will or Clone Will attract discounts.
Don't forget, finance is available on certain items to spread the costs either over 3 months at 0% or longer via a trusted partner.
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 are stored in a secure storage environment. Currently on offer for £0.00 until 31/12/21.
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.
No VAT. Updated 29/11/21 E&OE