Important Announcement regarding The Budget changes to Nil Rate Bands 2007.

The death knell has sounded for Nil Rate Band trusts... NOT REALLY!  These can and will be used.  For more information, read on...

Inland revenue statement regarding Nil Rate Band Trusts

Willplan Nil Rate Band press release (.pdf format)

 

Willplan - proud sponsor of the Yateley 10k Road Race Series

We are experts at constructing   Wills, setting up Discretionary Trusts and helping you apply for Probate . All of our staff are certified in their fields. This ensures that we have extensive, up-to-the-minute knowledge to make Family Planning easy and jargon-free. Your completed Wills are easy to read and explain to your family whilst being accurately enforceable in law.

Making a Will has never been so easy and depending on the level of service you require, we offer a number of  services to suit YOU.  The recent changes in the Budget 2007  do not effect our Discretionary Trust Wills and this continues to protect from inheritance tax estates valued up to £600,000.

Willplan has been founded to assist you  in making Wills  without having to see a Solicitor.

Willplan would be dlighted to help you with...

Single Wills, Mirror Wills and especiallyDiscretionary Trust Wills.  We are using the most up-to-date clauses to take advantage of the Tax Free Band, especially where most of the Clients wealth is tied up in the Family Home. If you are concerned about Inheritance Tax then contact Paul Smythe now for a free consultation 01276 482007.

We can also assist with the preparation of Enduring Powers of Attorney andTrusts for the Disabled (Epa will no longer be avaialble from the End of September so Act now) and can assist in changing from Joint Tenants to Tenants in Common.

Home visits can be arranged within 30 miles of the operating centre or Wills can be arranged Online. Willplan is a member of The Society of Will Writers and Estate Planning Practitioners and therefore are covered by their professional indemnity insurance to the tune of £1,000,000.

 

 

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We are based in Yateley, Camberley, Farnham and Wokingham and aim to assist clients in Hampshire, Surrey and Berkshire including:- Reading, Crowthorne, Woking, Fleet, Elvetham, Sandhurst, Aldershot, Churt, Bentley, Basingstoke, Reading, Bracknell, Staines, Twickenham, Bedfont, Laleham, Hownslow, Uxbridge, Richmond, Farnborough, Farnham, Alton, Bagshot and Lightwater

Latest News:

26/04/2007: The "Debt or Charge" Scheme and the S103 Problem

23/05/2007: Enduring Powers of Attorney will be replaced at  the end of September.

 

Registered Office 5 Priory Court, Tuscam Way, Camberley, Surrey, United Kingdom, GU15 3YX.
Registered in England & Wales.  Reg No: 5440684.

To find out what we can do for you call 01276 482007

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         Helpline:  01276 482007

        

  


 
  Peace of mind for yourself and your loved ones
  Direct action could save you over £100,000
  Your family may have to sell your home to pay taxes due
  Some tax saving methods are time-sensitive
  Your assets could be used to fund your residential care
  None of us can predict the future

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