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These are base prices only and are purely for an idea of cost. We cannot give you a firm quote until you have provided your "Fact Find" and instructions. All items will be fully itemised and explained so you'll know exactly what your best advice plan contains. Depending on your plan, additions may be required, and we will discuss them fully at our meeting(s).
Basic single Will passing assets to beneficiaries etc.
Basic Mirror Will, with Partner/Spouse's wishes being the same.
Specific Will Cloning where Partner/Spouse wishes or other details are different. Essentially, two separate wills.
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 take photos of each page on your phone or send/scan a photocopy for a report. NEVER send the original!
A Codicil is a legal document that allows for simple changes (up to a maximum of three) within the Will without having to rewrite it. Usually, names and addresses only. It is kept with the Will and one is required per Will for Mirror Wills. Same price for single (one) or mirror (two) Codicils. Requires signing and witnessing. Not to be used for changes in distribution.
Following on from COVID, we offer a witnessing service where you come to Rugby Wills in Newbold and we will witness your Wills and other documents.. Per set of documents
Either Health and Welfare, Finance, or both. Also Business related. With LPA's all attorneys need to be able to attend the signing. We can arrange the sending of documents to distant attorneys, but consider the benefit of having your attorneys local when you need them.
It can only be used when you are unable to make your own decisions. *Possible FEE Discount for low-income requires evidence of earnings less than £12,000 before tax. Form LPA120 is required
An Advanced Directive is highly recommended with a Health & Welfare LPA
where the attorneys are given power over life sustaining treatment. It saves a lot of guilt and worry.
With your permission, it can be used as soon as it’s registered.
* Possible FEE Discount for low-income requires evidence of earnings less than £12,000 before tax. Form LPA120 is required
Where Attorneys are not local and cannot attend the signing, we send the relevant sheets for signing and witnessing remotely then returning the completed sheets. UK Only
Power of Attorney for managing businesses. For transfer of powers. For Ltd company we need sight of the Memorandum and Articles of Association.
Basic Power for Finance only. Valid until loss of capacity, and active immediately. Not all financial instituions accept them, please check yours first.
Government Fees are fixed per LPA document and paid by cheque or card directly from the client. We cannot pay this on your behalf. This is shown on your invoice but credited back for clarity.
Some often used Trusts enhancing a plan
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. Charged per Will
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. Charged per Will
Giving a right to reside usually for your Spouse, amongst many other benefits, including potential care fee protection. Charged per Will
Gifting your property(s) to the beneficiary(s) to mitigate tax with holdover relief.
Charged per Will, per property.
A special Trust to convey your main asset (home) into Trust during lifetime to protect it. It is not suitable for everyone. Price on Application
Some often used documents / services that are needed to assist the effectiveness of planning.
Own your home? You may need this especially if you're using a Property Protection Trust. One per property.
All legal household documents are stored in a secure, Fireproof, Waterproof, Theft Proof storage environment. A small price to pay for your important documents integrity
To ascertain type of ownership when applying for a Severance or setting up a Property Probate Trust. We automatically do this before we visit as it affects the advice we give and is part of the fact-find..
Rugby Wills proudly offers discounted pricing for HM Forces, UK Emergency services, NHS personnel and low-wage clients. This is automatically offered if your occupation is proved in these areas.
No VAT. Updated 21/01/2025 E&OE
Rugby Wills Ltd.
CV21 1HW, Newbold, Rugby, Warwickshire.
(c) Rugby Wills Ltd. 29/08/2024 All rights Reserves E&OE
There is a buffer of 30 mins between appointments
If you would like to book a free no-obligation home visit and find out the benefits of a Will and other services.
We won't call you unless you ask us to.
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