Trust Will Writers

Aneela Ahmed

Solicitor (2014 Qualified)
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Elliot Hillier

Solicitor
Heald Green, 0161 283 6573
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Aaron Yeganeh
Aaron Yeganeh
1720798815
I have used the conveyancing services of Anna Beavers at Mounteney Solicitors for several properties, and as have my parents. Anna is super professional and overall a great firm with fantastic customer management skills, and a real sense that Anna and the whole team is working to your best interests as a client. As I say, I am a repeat customer and have recommended the firm to several friends too.
I’ve used this solicitors a few times now for both business and personal matters. The team are really approachable and Anna and Amy have been great! Can’t recommend enough and glad to have had the support through a house move and taking on a commercial lease.
Glenn Colville
Glenn Colville
1720638855
I had the delight of having Anna work for us and she did a great job. Highly recommended
Judith Clements
Judith Clements
1720102310
Amanda and Katie were friendly, professional and very thorough in their handling of my sale and purchase of property. Altogether as a team of solicitors I was pleasantly surprised at their patience and availablity.
Matt
Matt
1719996736
Having to sell a house after a bereavement is always going to be hard but Katie Reade at Mountney Solicitors made the whole thing effortless. She was always there if I needed anything and was just superb. I wouldn't hesitate in recommending her to anyone needing conveyancing services. Thanks Katie
Joanna Carey
Joanna Carey
1719569665
Katie recently completed the sale of my great Aunt's flat. Throughout the complicated and protracted sale, Katie kept us informed at every stage. She was considerate and supportive throughout, in fact Katie saved the day on many occasions. I would have not hesitation in recommending Kate and look forward to working with her again.
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Description

Your Will is the legal document you make to ensure that your wishes in relation to your property, including your body, are carried out after your death; see Wills for our basic will product and a description of its circumstances.

A trust is a useful mechanism in English and Welsh law (not all legal systems allow the concept) by which that ‘trustees’ hold something (e.g. land or money – or anything else!) for the benefit of someone else, called the “Beneficiaries” of the trust. There is more detail of the basic concept in Declaration of Trust.

Combining these two concepts, such that some of your property is placed into a trust or trusts on your death, allows greater flexibility and control than might be possible for our simple will product. For example, it might be possible for some of your property to be held for someone else’s use during that person’s lifetime, and then, after that person dies, for that property to go to some other destination, e.g. a younger generation. As well as being more flexible than making simple absolute gifts from your estate, this kind of arrangement can be highly tax effective.

How long will it take?

We don’t generally do anything for new clients until our process of client retention has concluded – this involves agreeing the scope of what we are doing for the price (our terms are below), setting-up our client record, and producing the bill (payment in advance is required for all new clients).

After that, the production of the will is a job that we can undertake in a few hours once we can schedule it in our workflow, that can depend on how busy we are at any particular time. We would not usually take-on a job for which we could not engage within about a working week.

Money Matters

Your supplier is SRA-regulated Mounteney Solicitors, that charges VAT some customers may be able to reclaim

We charge £400.00 + VAT = £480 [Single trust will]

We charge £687.50 + VAT = £825 [Mirror trust wills]

Prices will vary if, in addition to the one trust included in these prices, multiple trusts or additional work is needed, e.g. for severance of a joint tenancy to establish a life interest trust.”

Bundles

Will Bundle: Severence plus Trust wills £883 + VAT = £1060

Family Will Plan: Severance, Trust wills and both LPA £2167 + VAT = £2600

Protection Bundle: Simple will plus both registered Lasting Powers of Attorney  Single £908 + VAT = £1090 or Couple £1792 + VAT = £2150

There is more about our fees on our website here

If you have any questions or require any further information, please don’t hesitate to Contact Us.