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Assets within the a Discretionary Pilot Trust will not be assessed as belonging to beneficiaries when calculating means tested state benefits. Do you wish to protect beneficiaries from loosing state benefits?
Please type 'X' in the relevant boxes below.
absens haeres non erit
Appointments are at a time and place of the client's choice, evening and weekends included. The first appointment is to advise on estate planning, inheritance tax mitigation, protecting your estate from long term care fees and to take instructions for the Will and/or other legal documents. If appropriate, the consultant can explain associated legal services such as Lasting Powers of Attorney, Severance of Tenancy, Advance Decisions, Trusts, Funeral Plans and the implications of the Community Care Act.
Once completed, the client's instructions are sent to the firm's head office where specialist Will Draftsmen prepare the documents. Within twenty-eight days of the first appointment, the consultant returns to the client to have the Will signed and witnessed, and to present a copy.
It is easy to put off making a Will. Yet when their Wills are completed, clients always remark on their new found peace of mind. Don't leave it any longer - or to the taxman - contact Steele Rose now.
FEE LIST 2012
Single Will £100
Mirror Wills £150 (£75 each)
Lasting Power of Attorney £330
(Includes submission of documents to the OPG but not the possible OPG registration fee of up to £130 payable directly to the Office of the Public Guardian)
General Power of Attorney £55
Property Protection (Will) Trust £100 (each testator)
Notice of Severance £90
Pilot Trust (By-pass Trust) £230
(plus £100 for each additional trust for the
same settlor).
Property Residency (Will) Trust £80
Other Will Trusts £100
Advance Decision (Living Will) £40
Discretionary (Will) Trust £120
Deputyship Services from £950
First Property Registration £190 + Land Registry Fee
The above fees do not include VAT
Annual Subscription (includes Will strorage) £47
Funeral Plans from £2,890
For further details on these and other legal services please contact Steele Rose.
Services not provided by Steele Rose & Co
Re: Section 12 and Schedule 2 of the Legal Services Act
The six reserved legal activities are:
The exercise of rights of audience (ie appearing as an advocate before a court);
The conduct of litigation (ie issuing proceedings before a court and commencing, prosecuting or defending those proceedings);
Reserved instrument activities (ie dealing with the transfer of land or property under specific legal provisions);
Probate activities (ie handling probate matters for clients);
Notarial activities (ie work governed by the Public Notaries Act 1801); and
The administration of oaths (ie taking oaths, swearing affidavits etc).
Steele Rose & Co Limited are Members of The Professional Association of Legal Services, Corporate Members of the Institute of Paralegals, Members of the Society of Will Writers and appointed Legal Service Providers for the Forces Pension Society.
Legal Services Office: 7 Deans Farm, Stratford sub Castle, Salisbury SP1 3YP.
Registered Office: The Parsonage, Stratford sub Castle, Salisbury SP1 3LH.
Regional Offices throughout England and Wales*
Registered in England No. 3392519 (in 1997) - VAT No. 750 5846 22
Tel: 01722 410009 - Fax: 01722 411666
email: src@303.org.uk
*London, Newcastle, Liverpool, Manchester, Hull, Southport, Colchester, Salisbury, Plymouth, Ashford, Tonbridge, Bath, Bristol, Birmingham, Andover, Winchester, Southampton, Bournemouth, Penn, Weymouth, Sherborne, Taunton, Hereford, Exeter, Milton Keynes, High Wycombe, Windsor, Romsey, Gerrards Cross, Devizes, Grantham, Eastbourne, Havant, Dorchester, Wimborne, Lincoln, Cambridge.
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