SFS Will Planning Service

SFS Will Planning Service
SFS Will Planning Service

Making a Will doesn’t have to be as difficult as many people believe. Skipton Financial Services has already helped thousands of clients with their estate planning and now teaming up with Skipton Trustees Limited (STL) has enabled a logical development of our existing service to offer you a specialist and trusted Will Writing Service.

The legal expertise is provided by STL in conjunction with a reputable top 10 legal firm. Most Wills are fairly clear-cut and can be drawn up without the need for a face-to-face consultation with a solicitor. Our service provides the facility for you to complete your instructions for a Will at your own convenience, in your own home, and whenever you are ready to do so. However, you still receive the high quality services of a top class legal firm and have the choice of seeing one of our financial advisers for a more in-depth discussion about your estate.

The Cost

SFS are committed to offering you value for money and explaining clearly what the service will cost. The charges set out below reflect the work involved from taking instructions through to storage of your Will. We have negotiated an excellent deal for the legal work required in the preparation of a Will with Irwin Mitchell, a top 10 legal firm. An administrative fee is payable by Skipton Trustees Limited to them for their work which is set out below:

 

Service

Total Cost (inc. VAT)

Payment to Irwin Mitchell (inc. VAT)

Single Will

£111.63

£49.94

Mirror Will

£176.25

£74.91

Severance of Joint Tenancy*

£101.84

£94.88

Transfer of Registered Property

£194.76 +
current Land Registry Fee

£194.76

Transfer of Unregistered Property

£224.72 +
current Land Registry Fee

£224.72

Home visit by Legal Firm

£217.38 per hour

£217.38 per hour

Attendance at Legal Firm’s Offices

£217.38 per hour

£217.38 per hour

Will Retrieval**

£29.38

£0.00

* For properties in Scotland, this fee is £528.75 inc. VAT

** A retrieval fee is payable if your Will is to be amended by another Solicitor.

 


 

For more information about our Will Writing Service please call us on 0800 137 832 to speak to one of our Advisers.

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Alternatively call:
0800 137 832
Download Will Writing Guide
Download Will Writing Guide

Our simple guide will help you find out how Skipton Financial Services could help you write your Will.


Download Will Writing Guide
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To find out more about any of
the services we’ve mentioned
simply:

  • Contact your SFS Financial Adviser
  • Call a member of our Client
    Help Line on 0800 137 832
  • Visit your local Skipton
    Building Society branch to
    arrange an appointment with
    an SFS Adviser
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