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Accountants that now bring you legal services for and after life. Speak to our legal services team about our inheritance tax, wills and probate services.

Call us on 01380 723692 to find out more

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What we do

Our legal services can be consumed individually or together and are available on a standalone basis or in complement to your existing services enjoyed with us.

Will Power | Email us

Strong Willed. Where there’s a will there’s a way. Don’t leave your legacy in lost property. Have you got the power? Then follow our easy steps towards more certainty and freedom!

How it Works

Making a will does not have to be a long complicated expensive process. We offer an affordable, quick and stress-free experience. We can write your will following either, a face to face meeting or a telephone call.

What information will I need?

In order to write your will we need the following information-

  1. Personal details – full name, address, date of birth, dependents, relationship status.
  2. Your Estate- your estate consists of all the property you own or control for example, property, cash, monies, jewellery, life insurance, businesses. It also includes any liabilities you may have, for example mortgages, loans etc.
  3. Executors/Trustees- the person(s) responsible and trusted to manage your estate.
  4. Guardians- the person(s) who would be responsible for any of your children under the age of 18.
  5. Beneficiaries- The person or group of people who will benefit from your estate.
  6. Your wishes- Ranging from specific gifts you would like to make in your will, to provisions for pets, to funeral wishes.
How long will it take?

The appointment, whether that is a face to face meeting or telephone call can be booked at a convenient time for you and will take as little as 30 minutes.

Following the appointment, you will be sent your draft will within 7 working days.

How much will it cost?

Our standard fee for a single will starts from just £265 plus VAT and for joint mirror wills from £395 plus VAT for both wills. However, if you would like to put powers of attorneys in place at the same time, discounts are available.

I’ve got the power, who do I speak to?

You can email our or call us on 01380 723692

Probate | Email us

Grave Importance. Don’t leave your legacy in lost property.

How it Works

If there is a will in place, a vital part of the probate process is locating the will so that the executors of the estate and the wishes of the deceased are known. If you’ve written your will with us, that part is easy! The next step is to apply for the grant of probate. This process requires obtaining up to date valuations of all the assets held in the estate, completing a legion of inheritance tax forms and preparing a statement of truth for the probate registry. Once probate has been granted, estate accounts will be required detailing all the receipts and outgoing payments during the final administration period so that the final distributions can be made. If there is no will in place, the rules of intestacy must be followed which can be a lengthy process and requires Letters of Administration as opposed to a grant of probate.

How much will it cost?

We offer a fixed fee service which will be tailored to you depending on what level of assistance you require and the complexity of the estate. Please contact us for a personalised fee quote.

Can I appoint you now to deal with my final estate administration?

We can provide as much support and assistance needed in order to obtain probate.

Along with our specialist tax knowledge, we can advise on all aspects of inheritance tax and complete all forms required.

Who should I contact to find out more?

You can email our or call us on 01380 723692

Lasting Power of Attorney | Email us

The thinking done for you when you need it most.

How it Works

Following a face to face meeting or a telephone call we can assist with putting a Health Lasting Power of Attorney and/or a Property and Finance Lasting Power of Attorney in place.

What information do I need?

In order to complete the LPA we would need the following information -

  1. Personal details – full name, address, date of birth
  2. Attorney details- The people you choose to make decisions for you are called your ‘attorneys’. Your attorneys don’t need special legal knowledge or training. They should be people you trust and know well. Common choices include your husband, wife or partner, son or daughter, or your best friend.
  3. Wishes- When and what decisions you would like your attorneys to be able to make on your behalf.
How long will it take?

The appointment, whether that is a face to face meeting or telephone call, can be booked at a convenient time for you and will take as little as 15 minutes.

When will it be ready?

Following the appointment, your draft LPA will be sent to you within 7 working days.

How much will it cost?

Our fees for preparing a LPA are £225 each however, if you would like to put both LPA’s in place, our fee will be £300 for both *. If we are writing your will at the same time, discounts are available.

* In addition the Office of Public Guardian charge a registration fee unless exemptions apply.

I would like an LPA, who do I speak to?

You can email our or call us on 01380 723692

Inheritance Tax Wealth Reviews | Email us

A lasting legacy.

Death doesn’t need to be taxing. It’s important you plan today to protect tomorrow’s legacy.

How it Works

We can arrange a face to face meeting at a time that is convenient for you to discuss your estate, your current exposure to IHT, and how your current and future wishes may affect this.

What information do I need?

Details of your estate, which will consist of all the property you own or control for example, property, cash, monies, jewellery, life insurance, business. It also includes any liabilities you may have, for example mortgages, loans etc.

How long will it take?

The initial meeting will take around 45 minutes to an hour depending on the complexity of your affairs.

When will it be ready?

Following the appointment, the report will be sent within 7-14 working days.

How much will it cost?

We work on a fixed fee basis agreed in advance before any work commences.

Who do I speak to?

You can email our or call us on 01380 723692

Why us?

We believe everyone deserves more certainty and financial freedom in life. For this reason we are passionate about making a difference to the lives of our clients. Helping you to bring more order and certainty to your affairs with our essential legal services, for and after life, are no exception.

We are a special hybrid of chartered tax advisors, will writers and probate service experts, bringing you everything you need and have been meaning to do for a freer life, all in the same place.

Our complete knowledge across all taxes, legacy planning and final estate administration expertise, together with our reassuring and insightful approach, brings to you the best advice available. It also means no more professional advisor ping-pong, reducing your time and costs.

Our legal services can be consumed individually or together and are available on a standalone basis or in compliment to your existing services enjoyed with us.

Go on. What are you waiting for? Get your ducks in a row!

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Meet the team

Our legal services team are at your service. Qualified and experienced, we are here to make a difference and deliver you more certainty and financial freedom.

Get in touch...

What are you waiting for, now is the time to get your ducks in a row!

Email us now

Or call us on 01380 723692

FAQ'S

Wills

Why do I need a will?

There are many reasons to write a will, the main ones being:

  • If you do not have a will in place, everything that you own must be shared out according to set rules defined by law which may not be the way you want it (known as intestacy).
  • Making a will is the only legally binding way to decide who would look after your minor children should you pass away. If no guardian is appointed in your will the courts would decide who would take care of your children, not your family.
  • A will makes it much less time consuming and stressful for your family or friends to sort everything out should you pass away.
  • By reviewing your position, a will could assist in reducing your exposure to the amount of Inheritance Tax that might be payable on the value of the estate that you leave behind.
  • Writing a will is especially important if you have children or other family who depend on you financially, or if you want to leave something to people outside your immediate family, for example unmarried partners, step-children, friends etc.

Probate

What is probate and why do I need it?

When someone passes away, the assets of their estate, for example, money, property, jewellery etc. need to be dealt with. The legal process of dealing with the estate is called ‘probate’.

Who are the executors and what does that mean?

The executors of the estate are the persons responsible for administering the estate and obtaining probate.

Lasting Power of Attorney

What is a Lasting Power of Attorney?

A Lasting Power of Attorney (LPA) is a legal document document which allows you to appoint a trusted family member or friend to look after your affairs in the event you are unable to make decisions or no longer wish to.

Why would somebody need to make decisions for me?

There are many reasons why you may need someone to make decisions for you, for example -

  • Short term - You have an accident or illness and as result you are incapacitated for example you are in hospital. Your attorney could assist with everyday tasks such as paying bills etc.
  • Long term - You have life threatening illness or you have been diagnosed with a condition that could cause you to lose your mental capacity in the near future i.e. dementia.
Will one LPA cover everything?

There are two LPA’s that can be put into place -

  1. Heath – covers decisions in relation to your health and care for example, your medical care, your living requirements, life support etc.
  2. Property and Finance - covers your financial affairs for example, paying bills, investments, property repairs, buying and selling a property etc.

Inheritance Tax (IHT)

Why would I have to pay IHT, I’m not wealthy?

Paying IHT is no longer just for the wealthy. It’s never been more important to seek advice on how you can mitigate your exposure to IHT so that more of your estate can be passed to your family rather than to the Revenue.

According to HM Revenue and Customs, in the 2018/19 financial year they received £5.4 billion in IHT with the average bill reaching around £200,000.

How can I reduce my exposure to IHT?

By reviewing your estate now, we can look at any ways to mitigate your exposure to Inheritance tax. This could be by making gifts now, amending the current ownership of assets, using a trust structure to hold assets but maintain a level of control, considering if any exemptions may be available or amending your current will so that your wishes are still met but in a much more tax efficient way. There are many ways in which we can assist.