Estate Planning Fees
Here are our prices for our most popular estate planning services
If you have any questions about our will writing services or more advanced estate planning services, please do get in touch with the team.
An initial 20-minute Zoom Introductory / Clarity Call is £50+VAT, this includes all the advice on the call, a follow-up email outlining your bespoke estate planning recommendation, all the costings, and the associated factsheets. Click the link to book a convenient time.
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) £375 each
- Business / Agricultural Trust £375 each
- Gift Trust £550 each
- Pension Trust £375 each
- Life Insurance Trust £375 each
- PPPT Property Trust (Main Residence Only) £3495
- Declaration of Trust Equity Split £450 each
- Severance of Tenancy £145 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.