Estate Planning
Estate Planning can be a daunting task, as it can seem like there is a lot to think about. But it is vital to ensure that your family and loved ones are protected in the future. Our solicitors are experienced in these matters and can help you to structure your finances in a tax-efficient way to reduce any added stresses, should the worst happen.
Our team of dedicated solicitors have years of experience in helping clients with Estate Planning. Since 2005, we have delivered a reliable, professional, and responsive service whilst building good relationships with clients. Transparency is very important to us, which is why we offer fixed fees for many of our services, to ensure that you are clear on costs from the outset.
We have offices across the Stockport area, in Cheadle, Heald Green and Bramhall. We can also support you across England and Wales, by using online consultations for your convenience.
At Mounteney, our expert solicitors are experienced in planning for complex estates, with international aspects. We understand that everyone’s circumstances will be different, and each estate is of a different size and complexity. We can tailor our service to your specific needs, so if you would like us to help with your Estate Panning, do not hesitate to get in touch today.
What is Estate Planning?
Estate Planning is a way in which you can plan for the future, through passing on your wealth and assets to family and other beneficiaries. The process by which this occurs varies from person to person, as each case will be different, based on factors such as the size of the estate and whether assets are abroad.
Our team of knowledgeable solicitors can guide you through the process, having the expertise to give you all the options available with planning your Estate. We will always deal with matters in a clear, prompt, and sensitive manner. If you have any queries, get in touch today and a member of our team would be more than happy to help.
Estate Review
Professionals tend to like to work within the comfort of their own professional remits – lawyers tend to stick to legal work, accountants to accountancy, tax adviser to tax, Financial Advisers to investment advice, etc.
Our Terms and Conditions certainly seek to limit the remit of our advice as lawyers to legal work only – see clause 2(b) that seeks to exclude our advising on taxation (especially S.D.L.T. / W.L.T.T.), accountancy, finance / investment, insurance, valuation, survey, planning, building regulations, and environmental liabilities and obligations.
This general professional tendency to “stream” services, narrowly, can render it difficult for clients to get general advice across professional disciplines, when that is required. Our Estate Review service attempts to address this issue: the product is for our engagement with you to assess what professional services, including legal services, you might need to engage efficiently and appropriately to structure your affairs, and in particular tax, accounting, finance, investment and insurance – and we may also make any recommendation you request as to such services that could be co-ordinated with any legal services you might require for us, or from legal experts we might recommend be engaged for you.
This product is for spending a couple of hours on your behalf, taking instructions to understand your criteria, and making basic recommendations of “next steps”. Actioning our recommendations beyond our review but as a result of it would then be quoted and charged, extra, as appropriate.
The Estate Review is a service that we can undertake in less 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.
Family protection
This is a complete Estate Planning Package to which there are three parts – a Trust Will if required, otherwise Simple Will, LPAs and Family Protection Trust. This package is designed to avoid the complications of modern family structures and therefore the numerous threats that can prevent your estate from reaching your chosen beneficiaries.
Carefully considered planning of the financial affairs of your estate is essential to ensure that you can pass on the maximum benefit to your beneficiaries. There are now many ways in which your family’s inheritance can be diluted or even lost; from expensive legal fees to divorce, financial problems and Inheritance Tax. All of these can be avoided with carefully considered planning.
Money Matters: Estate Review
We are SRA-regulated Mounteney Solicitors, that charges VAT some customers may be able to reclaim
We charge £550 + VAT = £660
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.
Money Matters: Family Protection
Your supplier is SRA-regulated Mounteney Solicitors, that charges VAT some customers may be able to reclaim
£2780 + VAT = £3,500 for an individual (which includes Family Protection trust, 2 x registered LPA’s, and a Trust will)
£3,889.17 + VAT = £4,995 for a couple (which includes Family Protection trust, 4 x registered LPA’s, and mirror Trust wills)
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.
