Wills & Estate Planning - Our Plans & Prices

Starter Plan £160* pp

Standard Will

Family Plan £495* pp

Standard Will

with Trust within Discretionary Trust ɫ

Severance of Tenancy ɫɫ

Premier Plan £995* pp

Standard Will

with Trust within Discretionary Trust ɫ

Severance of Tenancy ɫɫ

Lasting Power of Attorney-

Health & Welfare**

Lasting Power of Attorney-

Property & Financial**

Sets out who you want to benefit from your Estate,

who will be Guardians for your children

and other wishes.

Protects beneficiaries' inheritance against divorce/separation

Protects beneficiaries' inheritance against creditors/bankruptcy

Protects against

'Generational Inheritance Tax'

A Health & Welfare Lasting Power of Attorney

lets you give someone you trust

the legal power to make decisions

on your behalf about your health

& personal welfare

A Property Lasting Power of Attorney

lets you give someone you trust

the legal power to make decisions

on your behalf about your money

& property

* Prices are per person and excluding VAT

** Registration fee of £82 payable to The Office of the Public Guardian on registration of each LPA

ɫ Plan includes 1 x Discretionary Trust - additional Trusts charged separately

ɫ ɫ Severance of Tenancy x 1 included (if applicable)

                              

What Direct Ltd registered in England at Pavilion 2000, Amy Johnson Way, York YO30 4XT, number 07071175 is an Appointed Representative of PRIMIS Mortgage Network, a trading name of First Complete Limited which is authorised and regulated by the Financial Conduct Authority for mortgages, protection insurance and general insurance products. The Financial Conduct Authority does not regulate some forms of Buy to Let.

What Life & Mortgages refer to specialist third parties for advice regarding Equity Release & Estate Planning. Neither What Life & Mortgages or PRIMIS Mortgage Network are responsible for the advice given.

The guidance contained within this website is subject to the UK regulatory regime and

is therefore primarily targeted at consumers based in the UK.

 

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