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Will Writing, Inheritance Tax Planning, Secure Storage Document Storage

Heritage Law brings simple solutions to Inheritance Tax Planning that deliver two sources of savings

INHERITANCE TAX SAVING - CURRENTLY 40% OF £300,000 = £120,000
ESTATE ADMINSTRATION - CURRENTLY FROM £1,500 TO % OF ESTATE

Apart from the peace of mind, what do I get for the money?

    ESTATE PLANNING
    • Severance of tenancy (including Land Registry fees)
    • Redistribution of assets
    • Lifetime trusts (including asset preservation trust)
    • Use of inheritance tax exemptions
    • Enduring powers of attorney
    • Long term care
    WILL(s)
    • Creation  
    • Alterations
    • Deed of variation* (*additional fee)
    • Discretionary will trust (inheritance tax efficient)
    • Document storage
    • Ongoing reviews
    ESTATE ADMINSTRATION
    • Consultation - first death (creation of will trusts)
    • Consultation - second death
    • Advice and guidance at no charge
    • By appointment only

"Heritage Law go beyond the potential savings, beyond the paperwork, beyond the services above, we actively help you get this planning done and then stay on top of it, without you having to spend hours on it"... 

Benefits of our services - This lasts for the remainder of your life and consists of:

  • We undertake to store your Will(s) and any other important documents such as Life Assurance policies, Share/Bond Certificates and the Deeds to your home. Retrieval of such documents is free and is guaranteed within forty-eight hours of request.
  • We undertake to amend/alter your Will(s) as often as your circumstances and wishes change. For example, a change in Executors, Guardians, nominated gifts, beneficiaries, etc.
  • We will inform you of any changes in legislation and if necessary amend your Will accordingly.
  • We will play a key role in the administration of your Estate. We will help your nominated Executors deal with all aspects of the administration of your Estate, saving hundreds if not thousands of pounds.

Features

  • All your documents are in one safe place, making things easier for your Executors when dealing with your estate.
  • As often as your circumstance (or those of anybody mentioned in your Will) change, you can adjust your Will accordingly.
  • Probate is, for many, an unfamiliar and complicated procedure faced at a distressing time, banks and solicitors charge a percentage of the estate (typically 2% - 6%) to provide this service. We will save your beneficiaries this cost and ensure that the process of dealing with your Estate takes place as speedily as possible.

Call us on 0800 197 7670 for that all important consultation that could save your family a lot of time, money and worry...