Why do I need a Will?
Writing a Will can help you protect those you love. Making a Will is the only way to ensure your estate goes to who you want it to go to, when you die. The cost of a single Will is £140, joint Wills are £180
Call us today on 023 9225 7331
Call us today on 023 9225 7331
When I talk to people about what happens on their death very rarely do they take into account the big picture they are thinking of the immediate problems but this is a great time for them to reduce problems for their children and themselves whilst alive and beneficiaries after their death; this involves knowing the whole situation and my time as an IFA has given me the skills to recognise how to safeguard assets for the future which a person not trained in financial services might not see.
Plan2gether is a small family firm dedicated to getting the best value for its clients. We have been in business as an Estate Planning firm for 10 years. We originated because the financial planning usually required some if not a lot of legal work such as Trusts and Wills etc and Clients were either being advised by solicitors who did not understand the financial world or being charged excessive fees.
Clients needed high quality Wills, Lasting Powers of Attorney and Trusts etc at reasonable prices so all the good work done creating wealth was not undone because the client could not afford legal advice or were wrongly advised. Our remedy was to partner with excellent firms and reduce costs to the client which has been a very successful model now for 10 years.
- Lasting powers of Attorney - We can tailor our service to you taking some or all of the responsibility of creating this very important document.
- Wills - Single, Joint, Mirror Wills
- Estate Planning – we provide plans to give you peace of mind, giving you options and flexibility while you are alive and continuing to protect your estate after you die.
We are confident you will be 100% happy with our services, if however you are not we will refund your fees.
Why Choose Plan2gether?
We promise to guide you through the entire process step by step making it as easy and conveinient as possible. Let us do the hard work for you and give you peace of mind knowing your loved ones are protected.
What we can do
We have created a simple form for you to fill in online. You can come back to it at any point to continue filling in your information. The cost of a single Will is £140, joint Wills are £180
Once we receive your information we will process it, if we have any questions we will contact you via phone or email.
Once you have signed and had the Will, LPA, Estate Plan witnessed we will store it for you free of charge and we recommend that you use our data safe deposit box system to store copies of all your important documents.
We offer a range of trusts to suit all situations via our specialist providers. Some examples of the trust offered are;
- Lifetime Trusts
- Will Trusts
- Discretionary trusts
- Pensions Trusts
- Life Assurance trusts
- Disabled Persons Benefit Trust
- Property Trust
We provide advice about all the above trusts and how to use them effectively.
We know from personal experience how important these documents are. We can provide an advised service, can act as the plan Provider or just provide documents completed for signing.
Whichever you choose we cannot over emphasise the need to register and store these documents now even if you are young, you can never know when they might be an absolute necessity. Do it now!!
There are two aspects to Estate planning
Protection - All estates are vunerable to social hazards such as Divorce, bankruptcy etc. Good planning and use of Trusts can protected your legacy either the one coming to you as an inheritance or the one you leave. It is relevant to both small and large estates, complicated and simple.
Inheritance tax (IHT) – through good planning you can reduce your liability to IHT and therefore leave more to your beneficiaries.
Good planning means you can address both aspects at the same time and still have use of your own capital and income whilst you are alive and need it.
Firstly this is not a cloud storage multi use facility. It is more like a Bank Vault or safe deposit box. You cannot open documents inside the storage you need to download them to open them for example you cannot use it to run you music collection from, but you could store a copy of it in the box.
The storage facility is for your important documents, passwords, account details and anything that is in data form you wish to keep extra safe. We offer two services:
This does what it says on the tin you upload and keep documents far safer than in other cloud environments.
Anyone who has been an executor will tell you one of the hardest things an Executor has to do is find your details and important documents when you die. For an initial set up fee and an annual fee we will work with you to ensure all your details are stored safely and because we know you live busy lives we will arrange an annual session to update this folder with you. It will give the executor a full list of your accounts eg PayPal, bank, Phone etc. copies of all your important documents e.g. Wills, LPAs, Trusts, pensions etc. full list of passwords so the executor can access them, who the important people are and how to find them e.g. Financial Adviser , social worker, solicitor.
Trust & Estate Planning
We offer a variety of standard Will Trusts for inclusion to Wills(s). We can also offer specialist Will or Liftime Trusts priced to suit your individual requirements.
What clients say
Just a selection of what are customers say.
Click and hold the mouse button to stop the scrolling testimonials
I cannot recommend Mike highly enough. I have used him on several occasions now and quite frankly am not sure what I would have done without his guidance. He was especially helpful in helping me with my trust. He managed to take what can be an intimidating situation and turn it into something simple.
We first met Mike when looking for a private pension plan. He made sure that he learned not only about our financial assets but also about who we were, things that we enjoyed in life, our current and future needs and created a personalised, tailor made investment plan which we felt reflected our wishes very well.
I have known Mike for many years. He has had to be patient and supportive with me as my finance knowledge has been very limited.He has never tried to pressure me into buying things I didn't want which is very reassuring.
I would recommend him to anyone.
I'm so glad I chose Mike at Plan2gether to create our Will, he helped us work through our requirements pointing out possible situations we hadmn't even considered. The process was exellent, we are also storaging our document which means savings for future changes.
Secure Storage for Wills
If anything happens to your will, or if your executor doesn't know where to find it, you might as well not have written one. You need to decide how to look after your will, then let your excutor know where it is.
Call us today on 07961 451 247
Get in touch
- Plan2gether Ltd, 5 Burnside,
- 023 9225 7331