It is often said that inheritance tax is voluntary and only payable by people who have not planned ahead to reduce the amount that their family will have to pay. Everything over a certain limit set by the government each year is liable for a 40% tax charge, to be paid up front before the estate can bechildren divided.
The term “Trust” refers to the legal relationships created (in lifetime or on death) by a person (known as the Settlor) when assets have been placed under the control of a trustee for the benefit of a beneficiary.
A Will is a valuable document containing your wishes and instructions so it is vital to keep it safe. We offer a safe fire proof secure storage facility with 24 hour security. Quick access to your Will is available by your chosen representatives. All stored Wills and documents are insured against loss or damage.
Through the Society of Will Writers we are able to offer affordable funeral plans which can be tailored to you specific needs. These plans are also inflation proof as you pay for your funeral at today’s prices with a guarantee that the cost to you will not increase even if the cost of funerals does rise, which it almost certainly will. Payment can be made in a lump sum or by installments over a period between one and five years.