Terms of Business

Distribution

Protection

Attorneys

Management

Accounting

Miscellaneous

Execution StatementWill Clarity StatementStand-Alone Will Clarity StatementWill Commentary
Memorandum of WishesMemorandum of Wishes (standalone)Nomination of Pension Death BenefitsTrust Registration for Existing ClientTrust Registration (standalone)
Registration of POA (standalone)Registration of POA Deed of Revocation of POAGeneral Power of Attorney
Trust Bank AccountPrenuptial AgreementPostnuptial AgreementDeclaration of Trust - RetrospectiveDeclaration of Trust for ContributionDeclaration of Trust for Bank AccountDeclaration of Trust for Equity SplitDeclaration of Trust for AssetsDeclaration of Trust for Large Life PolicyDeed of Appointment of TrusteesDeed of Retirement of a TrusteeDeed of ReplacementDeed of Removal of a TrusteeDeed of Removal of a BeneficiaryDocument StorageDocument CheckingFamily Estate Planning Report
Periodic ChargeExit Charge ReturnEstate Registration

Beneficiaries

Standard WillWill with Trusts withinMirror Wills10% Charity Clause within the WillIn Contemplation of Marriage Clause
Bereaved Minor Trust within the WillAge 18 to 25 Special Trust within the WillLife Interest Trust within the WillDisabled Discretionary Trust within the WillNRB Discretionary Trust within the WillNRB & RNRB Discretionary Trust within the WillInterest in Possession Trust within the WillFamily TrustFamily Gift TrustFamily Interest in Possession TrustFamily Disabled TrustDiscretionary Family TrustNRB & RNRB Discretionary Trust
Deed of Variation (Absolute)Deed of VariationDeed of Variation Family TrustDeed of Variation Family Interest in Possession Trust

Health & Care

Family Personal Injury TrustFamily Pension Death Benefit TrustFamily Life Assurance TrustFamily Joint Life Assurance Trust
Lasting POA for Health & Welfare (England & Wales)Enduring POA for Personal Welfare (Northern Ireland)POA for Welfare (Scotland)
Advance DecisionCare Home Contract ReviewCare Home Fees Reclaim ReportCare Dispute First LetterCare Dispute Subsequent  LetterContinuing Healthcare Funding Claim Initial  LetterContinuing Healthcare Funding Claim Subsequent  LetterDeed of Assignment of Life AssuranceDeed of Assignment of Large Life Assurance

Property

Gift of Property Clause within the WillLegacy of RNRB Clause within the Will
RNRB Discretionary Trust within the WillTrust of LandTrust of Land -RetrospectiveFamily Holdover Gift TrustFamily Protective Property TrustDiscretionary Trust of Residue (including RNRB)
Court of Protection Property & Financial Deputyship Application
Severance of Tenancy (Mutual)Severance of Tenancy (Non-Mutual)Severance of Tenancy (Unequal Shares)Removal of Restriction on TitleConveyanceProbate Sale of PropertyDeed of Appointment of Trustee for Property SaleDeed of Appointment of Trustee for Property Sale (standalone)Property Investment Estate Planning Report
CGT Gift Holdover ClaimCapital Gains Tax ReturnCGT34 Post Transaction Valuation Checks for Capital GainsSDLT RefundSelf Assessment Return incl. CGT

Financial Assets

Family Investment Probate TrustDiscretionary Trust of Residue
Lasting POA for Property & FinancialEnduring POA for Property and Financial Affairs (NI)POA - Continuing Financial (Scotland)
POA - Joint Continuing Financial and Welfare (Scotland)
Loan DocumentWidow's Loan SchemeDeed of Assignment of a Loan TrustDeed of Assignment of Investment Bond

Business Interest

Agricultural Clause within the WillBusiness Clause within the Will
Agricultural Trust within the WillBusiness Trust within the WillShareholders TrustFamily Business TrustFamily Agricultural Trust
Power of Attorney for Business
Family Investment CompanyShareholder AgreementCross-Option AgreementReview of Partnership AgreementReview of Articles of AssociationDeed of Variation Family Business TrustDeed of Assignment of Shareholders TrustReport on Amendment to the Partnership AgreementReport on Amendment to the Articles of Association
SDLT RefundSelf Assessment Return incl CGT if necessary

Offshore

Foreign Property Clause with the Will
Pre-Immigration Estate Planning Report