Inheritance Tax Planning Package

We consider our Inheritance Tax Planning Package to be the minimum standard of protection everyone should have in place to protect their family and loved ones.

Our package puts your family and your estate in a strong position. It offers a high degree of protection of your assets following your loss of mental or physical capacity and upon death.

It is extremely cost effective way for people whose assets will be valued at less then £325,000 upon their death. The disadvantage of this package is that it does not offer protection of your assets during your lifetime.

Our Inheritance Tax Planning Package includes the professional drafting and implementation of the following:-

– Comprehensive Estate Planning Consultation, where applicable
– Written Legal Advice from a Qualified Lawyer
– Professionally Drafted Last Will & Testament
– Living Will
– Will including Discretionary Will Trust
– Lasting Power of Attorney for Property and Financial Affairs
– Lasting Power of Attorney for Health and Welfare
– Severance of Joint Tenancy to Tenants in Common, if applicable
– Detailed Letter of Wishes– Supervised Attestation Meeting, where applicable
– Comprehensive Tax Consultation with Tax Advisor (not included in Standard or Lifetime Package)
– Tax Advisors Comprehensive Evaluation Report (not included in Standard or Lifetime Package)
– Lasting Power of Attorney Registration (OPTIONAL EXTRA)
– Secure Document Storage (OPTIONAL EXTRA)
– Lasting Power of Attorney Registration (OPTIONAL EXTRA)
– Wealth Preservation Family Trust (OPTIONAL EXTRA)
– Protection of Additional Assets in Trust (OPTIONAL EXTRA)
– Professional Trustee Appointment (OPTIONAL EXTRA)
– Protection of Additional Assets in Trust (OPTIONAL EXTRA)

The cost of our Inheritance Tax Planning Package is as low as £1,700 for a single person or £2,000 for a couple.

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34 Clarence Street, Southend on Sea SS1 1BD
Telephone 01702 414 100  |  Facsimile 01702 667 771
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Westminster Trust is a trading style of Westminster Securities & Trusts Ltd. Registered office Bridge House, London Bridge, London England. Registered in England & Wales Company number 08476191. Registered with the Information Commissioner’s Office for compliance with the Data Protection Act 1998 registration number ZA003589. No liability is accepted for information contained on this website without the expressed written consent of Westminster Trust.

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