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Services

The Company provides a quality service to clients for:-

•    Advice on Inheritance Tax Planning – see Inheritance Tax Guide.
•    Advice on Wills and production of documents – see Wills & Will Choices Guide.
•    Advice on creation and administration of Trusts and production of documentation – see Trusts Guide.
•    Advice on creation and administration of Powers of Attorney (and Advance Decisions) – see Power of Attorney Guide.
•    Consultation and advice on obtaining Grants of Representation (Probate or Letters of Administration) and the administration of Estates – see Probate Guide.

In most circumstances this will involve at least one face-to-face meeting with clients at a location and at a time convenient to them in order to record information, give advice and guidance, and to take instructions. Normally a second visit is necessary to complete any signing formalities for documents prepared.

The cost depends very much on complexity of advice and documentation plus time involved including travelling. All fees are agreed with clients before proceeding and paid on completion. Prices include free document storage for 12 months on documents produced (if required by clients).

  • Will Writing Services

    Our Will Writing Services are individual and personal and usually involve at least one face-to-face meeting with clients at a location and at a time convenient to them in order to record information, give advice and guidance, and to take instructions. We offer advice on all aspects of Will Writing including; Inheritance Tax Planning, Wills & production of documents, Trusts, Powers of Attorney and Probates. Call or Email us today for more information.
  • Over 50 Years of Experience

    Charles Guscott and Graham Monet both spent their entire careers in the areas of investment management, tax planning, Will writing and estate & trust administration and both of them are members of the Chartered Institute of Bankers (Trustee Diploma), Society of Trust & Estate Practitioners and Society of Will Writers. With all this experience the company easily provides the highest quality of service to its clients to ensure their needs are met in the most cost effective way.