Drafting Wills

Nearly two thirds of adults in the United Kingdom currently do not have a Will in place. While it’s not a legal requirement to have a Will, choosing not to have your final wishes legally written up means you have no control over where your property will go after you pass away. 

If you do have a Will, then when life changes, you will need to ensure that your Will still reflects your wishes. For example, if you have purchased property, inherited assets or separated from a partner, any current Will should be reviewed.

Thinking about what we want to happen upon our death may not a pleasant prospect, but the alternative may be even less desirable. The laws of intestacy (which state where our property will go after we die if we have no Will) mean we risk leaving our most loved ones with nothing while less deserving relatives are handed a windfall. 

Give yourself the peace of mind of knowing the most precious people in your life will be provided for by having a Will formally written up or your current one reviewed.

Planning for Inheritance Tax

Our Inheritance, Wills and Probate department can also advise on a range of inheritance tax issues so you can make smarter decisions and avoid incurring certain financial penalties that may arise from larger estates.

We also offer clients the opportunity to have us act as professional Executors in their Will. While the role of Executor is open to anybody, most inexperienced executors find it a difficult and highly stressful responsibility to bear. 

Most people put off making a Will, but speak to our team today and give your loved ones the peace they deserve.

At Robertsons we are proud at the depth of experience and expertise within our Probate department.

Rhian Rees - Rhian qualified in 2007 and is Head of our Probate and Estate Planning department.  She has gained experience is a wide range of probate matters and has previously developed her own probate department in a firm in Cheltenham. Rhian has worked on hundreds of probate matters including high net worth probates in excess of £12 million.

Sarah Howard - Sarah is our Probate Executive and has worked with Rhian since 2019. She has gained extensive experience in all areas of Probate matters and is praised by clients for her efficient manner and excellent communication skills.

Wills

Single Will £200 plus VAT
Mirror Wills (for a couples) £300 plus VAT
Mirror Life Interest Trust Wills (for couples) – this includes the severance of the tenancy £400 plus VAT
Discretionary Trust Wills Hourly rate of £225 plus VAT

We offer a free half hour consultation with clients. Appointments can be conducted over the telephone or in person at our offices on an appointment only basis.

Lasting Powers of Attorney

We offer services to our clients when coming to terms with the possibility that in the future we may be unable to manage our own financial affairs and health decisions. Ensuring your affairs are in order is the most important part of financial planning.

We can assist by putting in place Lasting Powers of Attorney.

There are two types of Lasting Powers of Attorney:

  1. Property & Financial Affairs – this enables your appointed Attorney/Attorneys to deal with your financial affairs.
  2. Health & Welfare – this enables your appointed Attorney/Attorneys to deal with decisions concerning your health and welfare.

Both types of Lasting Power of Attorney must be registered by the Office of the Public Guardian in order for your appointed Attorney/Attorneys to act. The difference between the two types is that the Property & Financial Affairs document allows your Attorneys to act whilst you still have capacity; whereas the Health & Welfare document can only be used by your Attorneys when you have lost capacity to make decisions of your own.

1 x Lasting Power of Attorney £375 plus VAT
2 x Lasting Powers of Attorney £500 plus VAT
4 x (both types) Lasting Powers of Attorney (generally couples) £700 plus VAT

Our fees above do not include the current registration fee of £82 per document.

You can apply for a fee remission of 50% in respect of the registration fee if:

  • You earn less than £12,000 (before tax);
  • Receive certain non-means-tested benefits, such as Attendance Allowance, Disability Living Allowance, PIP, Pensions Savings Credit, Universal Credit.

You can also be exempt from paying the registration fee if you are in receipt of means-tested benefits such as:

  • Income Support;
  • Income-based Employment and Support Allowance;
  • Housing Benefit;
  • DOES NOT INCLUDE: Disability Living Allowance, PIP or Invalidity Benefit.

The above remission/exemptions can be discussed during the meeting with our Solicitor.

Our Expert Team

Our expertise is how we maintain our strong reputation as a law firm.

Meet The Probate, Wills & Trusts Team