COSTS

Our initial Report is free.

For a married couple, a discretionary will trust, memoranda of wish letters (instructions to your trustees) and the land registry work required to allow you to use joint allowances against your home and therefore save £114,000 can cost as little as £245. There are no annual fees and we provide free will storage and a client newsletter by e-mail at no extra cost to keep you abreast of any changes in the rules. As there is no tax reporting until one of you dies, there are no further accountancy or legal fees required until one partner dies.

A typical strategy, joint wills, severance of tenancy and provision of trust documentation on existing life policies/ investments along with Enduring power of Attorney for both partners depends on you current circumstances.

And you can now get this service at no cost to yourself....

Unique to will writing services in the UK: All our clients who introduce a friend or relative receive £40 by way of thank you for each recommendation.

So if you know 6 people who would be happy to learn how to save £120,000 tax, you can have our fees repaid to you. (Terms and Conditions Apply).

For your Free Report on the benefits of trusts: e mail us now! Please note: We send these by e mail, not post. Or phone us free on 0800 781 6743.