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- Trusts within the Will, Will & Additional Clause, Will with Distribution to Trusts, Wills
Execution Statement
- £0.00
- An Execution Statement is a formal statement that is included in a will to indicate that the document has been executed according to the legal requirements of the jurisdiction where it was created. In the UK, the law sets out specific formalities that must be followed when executing a will in order for it to be valid.
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- Business Products, Will with Distribution to Trusts
Family Agricultural Trust
- £400.00
- A Family Agricultural Trust is a type of trust that is specifically designed to hold agricultural assets that qualify for Agricultural Property Relief (APR). APR is a tax relief that reduces the value of certain agricultural property when calculating the Inheritance Tax (IHT) liability on an estate.
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- Business Products, Will with Distribution to Trusts
Family Business Trust
- £400.00
- A Family Business Trust is a type of trust established for the purpose of holding and managing a family-owned business. This type of trust is typically used in estate planning to help ensure the smooth transfer of a business from one generation to the next, and to minimise any potential inheritance tax liabilities.
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- Will with Distribution to Trusts
Family Disabled Trust
- £1,500.00
- A Family Disabled Trust is a type of trust that is established outside of a will as part of lifetime planning. This trust is intended for the benefit of disabled beneficiaries and is often utilised for the more favourable tax status that such beneficiaries can be entitled to.
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- Will with Distribution to Trusts
Family Interest In Possession Trust
- £700.00
- The Family Interest in Possession Trust is a type of 'Pilot Trust' that is established outside of the Will, but is referenced in the Will and usually not funded until after death. It is typically recommended for use by married couples with an estate that exceeds the value of two Nil Rate Bands. The Family Interest in Possession Trust is…
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- Will with Distribution to Trusts
Family Trust
- £700.00
- A family trust is a legal arrangement that allows you to hold assets, such as property, investments, or cash, on behalf of your family. The assets in the trust are managed by trustees, and the trust is structured in such a way that it provides benefits to your family members.
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- Will with Distribution to Trusts
Flexible Family Trust
- £700.00
- A flexible family trust is a type of trust that provides for the distribution of trust assets to beneficiaries at the discretion of the trustee. It is commonly used in estate planning as a way to provide for the financial support of family members and to protect assets from creditors and lawsuits.
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- Trust Administration, Trusts NOT Settled by a Will, Trusts within the Will, Will with Distribution to Trusts
Memorandum of Wishes (included with Trusts)
- £0.00
- A Memorandum of Wishes is a document that can be created alongside a trust to provide guidance to the executors or trustees about how the testator would like certain aspects of their estate to be handled. It is a non-binding document, meaning that it does not have the same legal effect as a trust, but rather serves as a statement…
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- Trust Administration, Trusts NOT Settled by a Will, Trusts within the Will, Will with Distribution to Trusts
Memorandum of Wishes Standalone
- £100.00
- A Memorandum of Wishes is a document that can be created alongside a trust to provide guidance to the executors or trustees about how the testator would like certain aspects of their estate to be handled. It is a non-binding document, meaning that it does not have the same legal effect as a trust, but rather serves as a statement…
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- Trusts within the Will, Will & Additional Clause, Will with Distribution to Trusts, Wills
Will Clarity Statement
- £0.00
- A Will Clarity Statement is a legal document that is created alongside a Will to provide clarity and guidance to the beneficiaries and the executor of the Will. It is a supplementary document that aims to reduce confusion, disagreements, and disputes that may arise after the testator's death.
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- Trusts within the Will, Will & Additional Clause, Will with Distribution to Trusts, Wills
Will Commentary
- £0.00
- A Will Commentary is a document that accompanies a person's will, providing explanations and additional information to assist the executor and beneficiaries in interpreting and carrying out the instructions in the will.
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- Will with Distribution to Trusts
Will with Distribution to Pilot Trust
- £195.00
- A Will with Distribution to Pilot Trust is a type of estate planning strategy that allows individuals to maintain control over how their assets are distributed after their death.
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