Priority Client Cover

3 years advance payment (3 months FREE)

1 off lifetime payment

Priority Client Cover with Annual Trust Minutes monthly

3 years advance payment (3 months FREE)

1 off lifetime payment

£4.99 per month per person

£161.43 per person

£375 per person

£9.99 per month per property

£329.67 per property

£750 per property

Flexible Life Interest Trust/ Interest in Posession Trust/Life Insurance Trust/Pension Trust/Disabled Beneficiaries’ Trust/Business Trust/Gift Trust/Critical illness Trust/Deed of Variation/Deed of assignment

£549

Will based Trusts – Protective Property Life Interest Trust/Under 18s Trust/18-25 Trust/Nil Rate Band Trust/Gift Trust

£199 for the first one and then £99 for each one thereafter per person

Property Probate Preservation Trusts singles/couples

£2745

1 x registered Lasting Power of Attorney for Health(with an Advance Directive) or Welfare (anywhere in the UK including Scotland)

£282.50

2 x registered Lasting Powers of Attorney one for Property and Finance and one for Health and Welfare with an Advance Directive (for one person anywhere in the UK including Scotland where it is one document called a combined Power of Attorney)

£565

Undertaking the process of registering an unregistered LPA with the OPG/revoking a registered LPA with the OPG during life/canceling a registered LPA with the OPG after death

£174 per LPA/£92 per LPA/£65 per LPA

Disband any property Trust

£2895

Prepare an official deed of renunciation of a Trustee and amend the Land Registry and Trust documentation as required

£995

Add or remove a Trustee or upgrade an existing Trust after buying a new property and change the Land Registry accordingly (half price with PCC/ATM cover)

£2295

Create a deed for the removal of a Trustee(half price with PCC/ATM cover)

£2295

Conveyance of a portion of a property into an existing Trust or perform a forced (unilateral) Severance of Tenancy

£2295

Upgrading from a Property Probate Trust to a Family Property Preservation Trust Plus Trust (Half Price where Annual Trust Minutes Cover is in place)

£5640

Change the ownership of a property from Tenants in Common to sole or Joint/from Sole to Tenants in common or Joint /from the Sole name of a deceased spouse/partner to the sole name of the survivor/1st registration of a property with deeds present

£2295

First registration of a property where deeds have been lost

£2295 + £229.50 ph for work on lost deeds with the Land Registry

Ready to be signed fully engrossed extra copies of a Will before signing and witnessing

£33 each

Standard fully engrossed copies of a Will after signing and witnessing

£20 each

Simple reprinting of an LPA with no amendments

£20 per LPA

Standard engrossed copies of a stand-alone trust after signing and witnessing

£44 each

Amending and reprinting unregistered LPA documents after they have been approved (except where PCC/ATM has been taken in which case it´s free)

£66 per LPA

Legally and professionally certified copies of LPA documents

£66 per LPA

To make a change to a Will we have previously supplied + provide a new ready to be signed fully engrossed copy (except where PCC/ATM has been taken in which case it’s free)

£149 single

£249 couple

To make a change to a Trust document we have previously supplied + provide a new ready to be signed fully engrossed copy or deed (except where PCC/ATM has been taken in which case it’s free)

£295 per Trust

Registration of your Wills with Certainty The National Wills Register (per person)

£15

Express document production and courier service 24hours/48 hours (Mon – Fri). If a Saturday or Sunday is incorporated these fees are doubled. Service period is from instruction to receipt of draft by the client – NOT the engrossed document as this is open to amendments which would protract production

£195/99

Sending any documents by Royal Mail Recorded or Special Delivery (one payment at order covers unlimited postage using this method) – otherwise payment each time

£16.40

To provide a witnessing service or a talk-through for a client and to oversee the whole signing and witnessing process and/or go through all the final documents explaining where necessary the meanings of clauses and phrases within the documents

£66 couple/single in our Worthing office

2.1% of estate value

OR

1.40% of the estate value if Priority Client Cover in place

Please note for estates over £1 million we will arrange a bespoke fee directly with you

An £1800 minimum fee applies to all cases

£330ph

£1800

Provision of information under the Data Protection Act

£20 per person

Production of Annual Trust Minutes if no Annual Trust Minutes Cover is in place

£199

Advanced Directive to go alongside a Lasting Power of Attorney for Health and Welfare

£49 (single) £98 (couple)

To act as attorney in any capacity

£250 for up to 10 hours per month - £150 for next block of up to 10 hours per month - £100 for each block of up to 10 hours thereafter

For an officer of the company to act as a Trustee for an active Trust with funds held in an account or investment portfolio

2.1% of the fund per officer initial appointment charge and 2.1% of the fund per officer annually in advance

Booking a 3^rd appointment where the previous 2 appointments have been cancelled or missed by the client

£27.50 non-returnable deposit but deducted from any purchase

Translating an English document into Spanish

£30 a page

Apostille service

£199 per document

Processing an inbound e-mail - £6

Sending an e-mail - £12

Handling an inbound phone call - £12

Making an outbound phone call - £12

Processing an inbound letter - £12

Sending an outbound letter - £24

Transcribing an inbound text - £2.40

Sending a text - £1.20