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    • mirror wills

      Mirror Wills

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    • advisor support

      Advisor Support

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    • widow's loan scheme (assets)

      Widow’s Loan Scheme (Assets)

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    • Family Investment business

      Family Investment Company

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    • Enduring Power of Attorney for Personal Welfare (Northern Ireland)

      Enduring Power of Attorney for Personal Welfare (Northern Ireland)

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    • enduring power of attorney (northern ireland)

      Enduring Power of Attorney for Property and Financial Affairs (Northern Ireland)

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    • power of attorney joint continuing financial and welfare (scotland)

      Power of Attorney – Joint Continuing Financial and Welfare (Scotland)

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    • power of attorney for welfare (scotland)

      Power of Attorney for Welfare (Scotland)

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    • mirror wills

      Mirror Wills

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    • memorandum of wishes (included with trusts)

      Memorandum of Wishes

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    • execution statement

      Execution Statement

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    • will clarity statement

      Will Clarity Statement

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    • will commentary

      Will Commentary

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    • age 18 to 25 special trust within the will

      Age 18 to 25 Special Trust within the Will

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    • bereaved minor trust within the will

      Bereaved Minor Trust within the Will

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    • nil rate band and residence nil rate band discretionary trust

      Nil Rate Band and Residence Nil Rate Band Discretionary Trust

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    • memorandum of wishes (included with trusts)

      Memorandum of Wishes

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    • execution statement

      Execution Statement

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    • will clarity statement

      Will Clarity Statement

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    • will commentary

      Will Commentary

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    • will with distribution to pilot trust

      Will with Distribution to Pilot Trust

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    • letter of wishes

      Memorandum of Wishes Standalone

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    • nomination of pension death benefits

      Nomination of Pension Death Benefits

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    • flexible family trust

      Discretionary Family Trust

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    • Enduring Power of Attorney for Personal Welfare (Northern Ireland)

      Enduring Power of Attorney for Personal Welfare (Northern Ireland)

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    • enduring power of attorney (northern ireland)

      Enduring Power of Attorney for Property and Financial Affairs (Northern Ireland)

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    • power of attorney joint continuing financial and welfare (scotland)

      Power of Attorney – Joint Continuing Financial and Welfare (Scotland)

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    • power of attorney for welfare (scotland)

      Power of Attorney for Welfare (Scotland)

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    • power of attorney – continuing financial (scotland)

      Power of Attorney for Continuing Financial (Scotland)

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    • registration of lasting power of attorney

      Registration of Power of Attorney

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    • lpa property & financial incl registration documents

      Lasting Power of Attorney for Property & Financial (England & Wales)

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    • lpa health & welfare incl registration documents

      Lasting Power of Attorney for Health & Welfare (England & Wales)

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    • appointment of trustee for property sale

      Appointment of Trustee for Property Sale

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    • trust of land

      Trust of Land

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    • trust of land retrospective

      Trust of Land – Retrospective

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    • severance of tenancy service (non mutual)

      Severance of Tenancy Service (Non Mutual)

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      Severance of Tenancy (Mutual)

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    • severance of tenancy in unequal shares

      Severance of Tenancy in Unequal Shares

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    • removal of restriction on title

      Removal of Restriction on Title

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    • probate sale of property

      Probate Sale of Property

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    • standalone trust registration

      Standalone Trust Registration

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    • trust registration

      Trust Registration for existing clients

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    • trust bank account

      Trust Bank Account

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    • sdlt refund

      SDLT Refund

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    • self assessment return incl cgt if necessary

      Self Assessment Return incl CGT if necessary

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      Periodic Charge Return

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      CGT Gift Holdover Claim – HS295

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      Exit Charge Return

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    • Sale!widow's loan scheme (assets)

      Widow’s Loan Scheme (Assets)

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    • memorandum of wishes (included with trusts)

      Memorandum of Wishes

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    • letter of wishes

      Memorandum of Wishes Standalone

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    • loan document

      Loan Document

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    • estate registration (no pay away)

      Estate Registration

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    • deed of variation family trust

      Deed of Variation Family Trust

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    • deed of variation family interest in possession trust

      Deed of Variation Family Interest in Possession Trust

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      Deed of Variation of Family Business Trust

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    • long term care local authority liaison (subsequent letters)

      Care Dispute (Subsequent Letter)

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    • care home fees reclaim

      Care Home Fees Reclaim

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    • long term care la liaison (initial letter)

      Care Dispute (Initial Letter)

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    • continuing healthcare funding claim (subsequent letters)

      Continuing Healthcare Funding Claim (Subsequent Letters)

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    • continuing healthcare funding claim (initial letter)

      Continuing Healthcare Funding Claim (Initial Letter)

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    • care home contract review

      Care Home Contract Review

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    • advance decision

      Advance Decision

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    • Family Investment business

      Family Investment Company

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    • shareholder agreement

      Shareholder Agreement

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    • shareholders trust

      Shareholders Trust

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    • family business trust

      Family Business Trust

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    • family agricultural trust

      Family Agricultural Trust

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    • cross option agreement

      Cross-Option Agreement

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    • advisor support

      Advisor Support

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    • prenuptial agreement

      Prenuptial Agreement

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      Postnuptial Agreement

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    • estate planning report

      Estate Planning Report

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    • document storage service

      Document Storage Service

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    • lpa business incl registration

      Document Checking Service

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    • property investment estate planning

      Property Investment Estate Planning

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    standard will

    Standard Will

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    will with distribution to pilot trust

    Will with Distribution to Pilot Trust

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  • Learn
    • All post
    • Estate Planning
    • End of Life Planning
    • Wills
    • Trusts
    • Care Planning

    Preserving Business Assets for Family

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    long term care

    How do I protect my home and assets from care costs

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    How can I protect my children’s inheritance?

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    Deed of Variation – Your inherited wealth is at risk!

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    What is the role of an Executor?

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    What is the role of a Guardian?

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    What is an Advance Directive or Living Will?

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    care fee reclaim

    Paying for Care

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    What if I am unable to manage my affairs?

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    funeral plan

    What do I do when somebody dies?

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    trust and will

    Why should I use a Professional Trustee?

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    Can Trusts eliminate the Tax I pay?

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    Page1 Page2 Page3

    Preserving Business Assets for Family

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    Deed of Variation – Your inherited wealth is at risk!

    Read More »

    What is an Advance Directive or Living Will?

    Read More »

    What if I am unable to manage my affairs?

    Read More »
    trust and will

    Why should I use a Professional Trustee?

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    business property relief

    Business Relief

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    Agricultural Relief

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    The Benefits of Trusts and the use of Loans

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    What is Deputyship?

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    What Is a Prenuptial Agreement & When Should You Get One?

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    trustees

    Why are Trustee Meetings Important?

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    power of attorney

    Why Make a Lasting Power of Attorney for Health & Welfare?

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    How can I protect my children’s inheritance?

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    funeral plan

    What do I do when somebody dies?

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    Can Trusts eliminate the Tax I pay?

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    What is the role of an Executor?

    Read More »

    What is the role of a Guardian?

    Read More »
    business trust within the will

    Why You Should Make a Will

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    Why you need a Will Clarity Statement

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    Charitable Legacy: 10% Less Inheritance Tax

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    Why should I Store my Will in a Secure Storage Facility?

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    long term care

    How do I protect my home and assets from care costs

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    care fee reclaim

    Paying for Care

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    Long Term Care Fees

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    long term care

    Long-Term Care Services: How We Can Help?

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trust& estates d3
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  • long term care local authority liaison (subsequent letters)

    Care Dispute (Subsequent Letter)

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  • care home fees reclaim

    Care Home Fees Reclaim

    £500.00
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  • long term care la liaison (initial letter)

    Care Dispute (Initial Letter)

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  • continuing healthcare funding claim (subsequent letters)

    Continuing Healthcare Funding Claim (Subsequent Letters)

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  • continuing healthcare funding claim (initial letter)

    Continuing Healthcare Funding Claim (Initial Letter)

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  • care home contract review

    Care Home Contract Review

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  • advance decision

    Advance Decision

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