What's
included in Wills by Brodies? |
What's
not included?* *We
will be pleased to quote separately for providing any of the advice or
services that are not included in the Wills by Brodies service. |
Professionally drafted documents in accordance with your instructions. |
Any advice in relation to foreign property or succession planning in a different country other than Scotland. |
One telephone call or video call of up to 30 minutes to confirm your instructions and answer queries |
Any
advice relating to jointly owned property/land other than that owned with
your spouse or civil partner. |
One meeting to sign your documents either by video call or in person of up to 15 minutes |
Any planning or work to mitigate
legal rights. |
Bespoke legal advice and guidance from a qualified legal professional which covers:- · advice on what legal rights are and if they will apply to you; · Overview of inheritance and explanation of what the basic inheritance tax allowances are; · advice on whether your estate will be liable for inheritance tax and the estimated liability based on your current assets · highlighting if further estate planning may be advisable in relation to pension and/or death in service benefits. Additional costs apply for further advice in this area. |
Any advice in relation to specific inheritance tax exemptions such as business or agricultural property relief. |
Safe storage of your documents once signed |
Any planning or work to mitigate a likely inheritance tax liability. |
|
Any succession advice in relation to your pensions and/or death benefits. |
|
Any advice required that takes longer than the 30 minute call that is included. |
|
Any extra work needed if you change your instructions. |