NEW WEALTH PRESERVATION PAYMENT PLANS 2017

Platinum Plan:

This top off the range Wealth Preservation Plan is the ultimate for protection of your assets.

Included:

Family asset protection Trust and Land Registry with trust management

Wills (x2)

Lasting Powers of Attorney (x4) ready for registration. OPG fees Extra currently £110 per power

Lifetime Document storage

Free Probate & Estate Administration Advice

Fixed Price Estate Administration.  (Fees charged at current the current rate applicable at date of death)

Cost £3500.00 or interest fee Deposit or £1100.00 plus 12 monthly payments of £240.00

Gold Plan:

Included:

This all round Wealth Preservation Plan allows great flexibility and control of assets in to  the future.

Wills x2 with Will a Will trust (dependant on individual circumstances  and needs).

Lasting Powers of Attorney (x4) ready for registration. OPG fees Extra currently £110 per power

Lifetime Document storage

Free Probate & Estate Administration Advice

Fixed Price Estate Administration.  (Fees charged at current the current rate applicable at date of death)

Cost £1885.00 or interest fee Deposit or £500.00 plus 12 monthly payments of £116.00

Silver Plan:

Included:

A Wealth Preservation Plan for simpler estate offering protection whilst alive and on death.

Mirror Wills (x2)

Lasting Powers of Attorney (x4) ready for registration. OPG fees Extra currently £110 per power

Lifetime Document storage

Free Probate & Estate Administration Advice

Fixed Price Estate Administration.  (Fees charged at current the current rate applicable at date of death)

Cost £1390.00 or interest fee Deposit or £350.00 plus 12 monthly payments of £87.00

Bronze Plan

The base Wealth Preservation plan.

Single Will

Lasting Powers of Attorney (x2) ready for registration. OPG fees Extra currently £110 per power

Lifetime Document storage

Free Probate & Estate Administration Advice

Fixed Price Estate Administration. (Fees charged at current the current rate applicable at date of death)

Cost £895.00 or interest fee Deposit or £250.00 plus 12 monthly payments of £54.00

 

All fees include VAT,home visits and telephone access to our Will, Trusts, Care, Probate helplines.

Plus all of the following standard benefits:

• Home Consultations

• Attestation service

• Lasting Powers of Attorney (Property & Affairs and Health & Welfare) advice

• Storage of Wills and associated documents for life.

• Amendments to  Wills and Attestation will be done remotely (not a home visit)

• Additional work/visits will be chargeable, i.e. Attestation, Trusts, Estate Administration work or Land Registry

• A selection of Guaranteed Pre-paid Funeral Plans to ensure the most suitable plan for you