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- Property Services & Conveyancing, Trust Administration
Appointment of Trustee for Property Sale (standalone)
- £800.00
- In this service, a trustee is appointed to manage the sale of the property and to ensure that the transaction is conducted in a professional and efficient manner. The trustee is responsible for overseeing the sale process, from marketing and advertising the property to negotiating the sale price with prospective buyers. The trustee also ensures that all legal requirements are…
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- Trust Administration
Deed of Appointment
- £350.00
- A Deed of Appointment, also known as a Deed of Appointment of Trustees, is a legal document that outlines the appointment of new trustees to a trust. This document can be used in various situations, including the appointment of new trustees to replace existing ones or to appoint additional trustees to a trust.
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- Trust Administration
Deed of Assignment of a Loan to Trust
- £320.00
- A Deed of Assignment of a Loan to Trust is a legal document used to transfer ownership of a loan from an individual or entity to a trust. This deed is commonly used in estate planning to help protect assets from inheritance tax and ensure that they pass to beneficiaries according to the wishes of the settlor.
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- Trust Administration
Deed of Assignment of Investment Bond
- £320.00
- A Deed of Assignment of Investment Bonds can be a valuable tool for those seeking to minimise Inheritance Tax (IHT) and protect their assets from care home fees. This legal document is used to transfer ownership of investment bonds from one individual to another, typically as part of an estate planning strategy.
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- Trust Administration
Deed of Assignment of Large Life Policy
- £320.00
- A Deed of Assignment of a Large Life Policy is a document that transfers the ownership of a life insurance policy from one person to another. This can be a useful tool in the context of estate planning, as it can help to minimise Inheritance Tax (IHT) and protect the life policy from care home fees.
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- Life Assurance Trusts, Trust Administration
Deed of Assignment of Life Assurance
- £450.00
- A Deed of Assignment of life assurance is a legal document that transfers ownership of a life assurance policy from one person to another. This type of document can be used in estate planning to help minimise Inheritance Tax (IHT) and protect assets from care home fees.
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- Trust Administration
Deed of Assignment of Shareholders Trust
- £320.00
- A Deed of Assignment of Shareholders Trust is a legally binding document that transfers ownership of shares in a company from one person to another. This type of assignment can be useful in estate planning, particularly for those looking to minimise their Inheritance Tax (IHT) liability and protect their assets from care home fees.
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- Trust Administration
Deed of Removal of a Beneficiary
- £280.00
- A Deed of Removal of a Beneficiary is a legal document that is used to remove a named beneficiary from a will, trust, or life insurance policy. This document is typically used when the original beneficiary is no longer relevant or appropriate, for example, if they have passed away, or if the individual creating the will or trust has changed…
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- Trust Administration
Deed of Removal of a Trustee
- £280.00
- A Deed of Removal of a Trustee is a legal document that is used to remove a trustee from a trust. This document is usually necessary when a trustee resigns, dies, becomes unable to fulfill their duties or breaches the terms of the trust. Removing a trustee requires a formal legal process, and the Deed of Removal is an important…
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- Trust Administration
Deed of Replacement
- £280.00
- A Deed of Replacement is a legal document used to replace a trustee of a trust. A trustee may need to be replaced for a variety of reasons, including retirement, resignation, incapacity, or death.
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- Trust Administration
Deed of Retirement of a Trustee
- £280.00
- A Deed of Retirement of a Trustee is a legal document that allows a trustee to retire from their role in a trust. This can happen for a variety of reasons, such as a trustee no longer being able to carry out their duties, or if they wish to step down from their role.
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- Trust Administration
Estate Registration
- £180.00
- Estate registration is the process of registering an estate with HM Revenue and Customs (HMRC) to obtain a Unique Taxpayer Reference (UTR). The UTR is required to declare a liability to Income Tax and Capital Gains Tax for the estate.
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