Estate Planning Fees

Here are our prices for our most popular estate planning services

OPTION1:  Access to our online app providing detailed information and a clarity call to discuss your requirements. We will require you to complete a fact find to provide us information. 

OPTION2: An initial 45-minute Zoom Introductory / Clarity Call is £250+VAT with The Asset protection Guy Mike Hiner, this includes bespoke information on the call and a recommendation report that will include all the costings to implement. You will be provided access to our online app providing personalised information. We will require you to complete a fact find to generate the bespoke report. Click the link to book a convenient time. 

If you have any questions about our will writing services or more advanced estate planning services, please do get in touch with the team.

What is a will?

A will is a legal document that sets out what you want to happen to your estate when you pass away and who you want to benefit from your estate. You would also name guardians in your will if you have minor children. Learn more about Will Writing

How much is a Will?

The most popular question about will writing is how much does it cost to write a Will?

Strategic Asset Protection will write your Individual Will for £295. And to write a Mirror Will is £450.  All Wills come with a FREE Will Clarity Statement and Will Commentary for added protection against challenges.

Read why we are different from other Will Writing Providers

How much does Trust Planning cost?

What is trust planning? - Trust planning ensures what you leave to your loved ones isn't lost to attackable events such as Divorce, Marriage after Death, Creditor Claims, or Care fees.  Learn More About Trusts 

  • How much do Trusts Cost?
  • Nil Rate Band Trust £525 each
  • Discretionary Trust of Residue £525 each
  • Interest In Possession Trust (IIP) £395 each
  • Business / Agricultural Trust £395 each
  • Gift Trust £695 each
  • Pension Trust £495 each
  • Life Insurance Trust £495 each
  • PPPT Property Trust (Main Residence Only) £3950
  • Declaration of Trust Equity Split £495 each
  • Severance of Tenancy £199 each 

VAT Needs to be added to all fees

How much does a Lasting Power of Attorney cost?

What is a Lasting Power of Attorney? - Having a lasting power of attorney allows people you know love and trust to make decisions on your behalf if you become ill or incapacitated.  Without a registered power of attorney, your family would need to apply for a deputyship from The Office of Public Guardian at a cost, in order to make decisions on your behalf about health or financial issues.  There are two powers of attorney that you need, Health & Welfare & Property & Finance.  Learn More

  • How Much Does a Lasting Power of Attorney Cost?- Each Lasting Power of Attorney (LPA) is £250 with an additional £82 per power paid to The Office of Public Guardian to register the documents.  

Severance of Tenancy

What is Severance of Tenancy? -  You can own property in a number of ways from Jointly, Soley, or Tenants in Common. Most married couples or partners own their properties jointly meaning they each own one hundred percent of the property and if one of them passes away the survivor automatically owns the whole property.  When it comes to estate planning this isn't what you want if you are looking to protect your property.  Ideally, you should own your property Tenants in Common meaning you both own a defined share each normally as a married couple 50-50.  This ensures that if one of you passes away the survivor isn't left owning the whole property instead of a share in the property.  This is important from an estate planning point of view because it protects the property if later the survivor needs to go into care the property can't be sold to pay for that care because the survivor would only own half a house and there is no value to half a house. To find out more or see how you own your property please contact us.

  • How Much is the Severance of Tenancy? -  To change the tenancy of your property to Tenants in Common the cost is £145 + £10 for the land registry search.

All prices exclude VAT.

Alpha Legal
Society of Will Writers
Zumo Health

Strategic Asset Protection works in Association with CTT Group Ltd whose 4 of 5 directors are full STEP members.

Copyright © 2024 Strategic Asset Protection  |  All Rights Reserved
Building 3, Old Brick Works Lane
S41 7JD

t: (+44) 01246 293015