Pricing
Pricing
The following price guide is to help you in your decision-making. Please do note that it is difficult to be exact about prices without having undertaken a full instruction and thorough Estate Planning review which would include (at the least), client objectives, size of estate and possible tax minimising/avoidance requirements.
Our Services
Simple Last Will & Testament Individual £240Couple £340
Lasting Power of Attorney - both Property & Finance and Health & WelfareIndividual £430Couple £630 Where distance allows, fees include the role of Certificate Provider who confirms the donor’s understanding of the LPA and validates their decision and capacity to make the document. Includes preparing the documents for Registration.
Please note that these prices do not include the registration fee to the Office of Public Guardian to have the LPAs registered, at August 2023 this is £82 per LPA
Bundle Offers Individual Will with both LPAs £570 (save £100)
Couple Wills with both LPAs £820 (save £150)
Review of Existing Will £40 Refundable against the purchase of new Wills if found
necessary.
ADDITIONAL WILL TRUSTS (Charges include Single or Mirror Wills):
Property Protection Trust or Right of Residence Individual £585 Couple £685
Flexible Life Interest Trust Individual £585 Couple £685
Discretionary Trust / Vulnerable Persons Will Trust Individual £435 Couple £535
Additional Will Trusts will be charged at £215 per Trust.Other Will Trusts may be available depending on the Client’s circumstances. These will be individually priced.
LIFETIME (Inter Vivos) TRUSTS:
Asset Protection/Settler Excluded Asset Protection TrustIndividual £1,970Couple £2,970
APT+Individual £2,170Couple £3,170
Further Lifetime Trust Planning may be offered depending on the Client’s circumstances. These will be individually priced.
MISCELLANEOUS SERVICES:
Letter of WishesIndividual £40 Couple £55
Severance of Tenancy Mutual or unilateral severance of joint tenancy £150
Declaration of Trust
£370
We work with the following organisations:
