Maximising family wealth and inheritance – our Will packages

We offer specialist personal advice, giving you complete reassurance that your wealth and assets are protected.

However complex your situation may be, we are experts at dealing with complex estates, tax, cross-border matters and disputes.

Our packages are created to suit your needs and budget.

Our fees for standard Wills are set out below.

For non-standard Wills, such as those which incorporate a trust structure or which relate to business/foreign assets, please get in touch:

Telephone 0300 124 0406 or email simonglazebrook@schofieldsweeney.co.uk

ServiceCost (excluding VAT)
Standard will package• Initial meeting (in person or virtual)
• No legacies
• Whole estate to one person or if more than one – equally
• Default beneficiaries – equally
• Draft Will sent to client to approve
• Second meeting to sign the Will (or sent out with detailed signing instructions, if required)
Single Will £350.00

Mirror Wills £550.00
Additional (optional) servicesOne legacy of cash or personal items£25.00
Up to five legacies£15.00 per
Ten or more legacies£10.00 per legacy
Appointment of Guardians£50.00
Additional meeting to discuss draft Will£150.00
Statement of Reasons as to terms of WillFrom £200.00
Letter of Wishes£200.00
Advice in person on inheritance tax/care fee planning/potential claims against the estate£350.00
Written advice£950.00
Will review meeting£350.00
Consideration of mental capacity to make a Will£450.00
For non-standard Wills, such as those which incorporate a trust structure or which relate to business/foreign assets, please contact a member of the private wealth and succession team for more information.

To view our full range of services, visit our Private Wealth  page.

How can we help you today?

0113 849 4000
enquiries@schofieldsweeney.co.uk

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