WILLS
Our years of experience means you’re guaranteed the best professional advice
The reason why so many people in this country have not made a Will is simply that they don’t know where to start.
We pride ourselves in our knowledge and experience in this field. We can offer you insights, advice and make appropriate recommendations for you in your particular circumstances. We will start by asking you about your family and your assets and then we will advise you about various things you can do and what the benefits and disadvantages of those various options are.
It is this advice and assistance which is the highest value aspect of the fixed fee service we offer; not necessarily the drafting of the final document.
Our years of experience means you’re guaranteed the best professional advice combined with the careful drafting of your Will. Whether it’s a Will that leaves specific items or sums of money to named beneficiaries or straightforward gifts to your family we’re here to help. We can also include details of your funeral preferences. And although our Wills service is relatively inexpensive it will give you and your family the peace of mind that things will unfold just as you wish.
We’ll enable you to consider practical money saving steps
We are always up to date with the latest tax law so we can always offer the most up-to-the-minute advice. We can make that Wills incorporate discretionary trusts and help the deceased’s family to create those trusts. We’ll also enable you to consider other practical, money saving steps such as lifetime gifts and how the family home is to be owned. Involving Wright & Lord Financial Services will help you review your finance so that they are held in the most tax efficient way.
Our Fees:
| Our fee excluding VAT | Our fee including VAT | |
|---|---|---|
| Single Will | £475 | £570 |
| Double Will | £625 | £750 |
| Single Will with Lifetime Trust and Severance | £625 | £750 |
| Double Will with Lifetime trust and Severance | £850 | £1020 |
| Will with IHT Planning or Discretionary Trust | Hourly rate charge (minimum £1,000) | £1,200 (minimum) |