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Maplebrook Wills Basingstoke

RG21, Basingstoke

‘21 Certificate of Excellence, 2021


We all make assumptions about end of life planning and what it involves. It is something that we know we should think about but for many, it is a difficult subject to discuss.
Sadly, one of the few constants in our life is that it will end one day.

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6 hires on Bark
12 min response time

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2 customer reviews

27 November 2020

Tony at Maplebrook wills provided a fantastic service. He really listened to our requirements, provided great advice and helped us get the peace of mind knowing we had a Will in place. I would definitely recommend him.

26 November 2020

Tony helped me with my will, I was worried about it beforehand but now I am happy knowing that it is all covered!


Being able to give peace of mind to young and old looking to ensure their hard-earned inheritance goes to the ones they love.

An after-dinner discussion with some friends led onto "who has a Will?" and I was surprised to hear that only 2 out of the 12 of us had even considered getting a Will let alone actually having one written.

I am a sales professional with over 35 years working within a caring industry and have brought those skills to Will Writing & Estate Planning. My goal is to ensure every one of my clients has a product that suits their individual needs and ultimately achieves what they want it to do.

I prefer face to face as this is not an easy topic for anyone to discuss but due to current circumstances, I do offer remote and online services.

Moved to video calls where suitable and have made the completion of some of the extensive documentation suitable for remote completion, I do still attend meetings for Will signing etc. and stick to government guidelines.


What is a Will and why should you have one? A Will is a legal document in which you express your wishes as to how your money, property and assets are administered and distributed after your death. If relevant, you can also specify how minor children should be cared for. A well written Will can provide clarity after your death:
• How your money is allocated. Your assets go where you wish, side-stepping problems that might otherwise strike.
• Who are the executors? You can specify who should administer your estate.
• Clear up uncertainty over your partner’s future. Whether married or not, a Will ensures your partner receives what you want to leave them.
• Your children’s guardian. You can name the people you’d like to care for your minor children in the event of there being no surviving parents.
• Securing your family home. A Will is part of the legal documentation you’ll need to protect the family home from being sold to fund long term care for a surviving spouse. Wills should always be prepared expertly, but they do not need to be disproportionately expensive or Fee-consuming. Maplebrook Wills can help you to choose the most appropriate Will for you.

Millions of Brits put their Health & Welfare and Property & Finance at risk by not having a Power of Attorney in place for themselves or their loved ones. You've worked all your life to provide the best for your family. So, shouldn’t it be your right to decide what happens if you, unfortunately, lose the ability to make your own decisions through something like an accident or loss of mental capacity. The answer, obviously, is yes. Unfortunately, as the years roll on, more and more people are being diagnosed with a condition like Dementia or Alzheimer’s disease. Dementia is a devastating condition with 1 in 12 of over 65s in the UK suffering with some form of the disease. But the fact remains that many UK adults don’t have a power of attorney in place for themselves or their elderly parents.
Top 5 reasons to have a POA
1.If you become unable to express your wishes, someone can step in
2.Your affairs will be managed by the person you choose 3.You can choose the right LPA for your circumstances.
4.An LPA is significantly cheaper than the alternative
5.It comes into effect as soon as it’s needed

Let’s think what might happen if you lose capacity without a Power of Attorney in place for you or an elderly family member
• Your bank accounts will be frozen and you will have to go through a lengthy process through the Courts to regain control of your loved ones finances 

• You will not be able to sell a property for a loved one

• You will not be able to make decisions on your health or a loved one’s health care needs – including end of life care. These are just three examples of how the government doesn't consider your wishes once you’ve lost the ability to make your own decisions. The rules are black and white, therefore even if you think your situation is relatively typical, you still need a power of attorney in place..

The rise and rise of Funeral Costs
We regularly speak to people who are concerned about how they or their family are
going to afford to pay the necessary funeral costs when the eventual time comes. The
cost of a funeral has rocketed in the past few years and many clients who may have
earmarked money in a building society or bank account for this eventuality are finding
it is woefully inadequate.
With the average Building Society currently paying in the region of 1.5% per annum
our savings are not growing anywhere near the level we need to keep pace with the
rise in funeral costs.
If you live over 14 years or more your family will end up paying well over £10,000 when
the time comes*, with even further increases as time goes by. For many this rate is
simply unmanageable; to fight against the rise, many people are choosing a funeral
plan, an ideal and cost-effective alternative to pay for your funeral at today’s prices.
A funeral plan is a means by which to protect your family against rising funeral costs,
and to eliminate any uncertainty regarding what your preferred funeral
arrangements should include.

The passing of a loved one is obviously a very daunting and emotional time for family
and friends. For those responsible for arranging and paying for the funeral, money paid into your funeral plan is invested securely in a ring-fenced trust fund and is
overseen and managed by an independent panel of qualified Trustees.
Payment of these plans can be spread over a period that suits you with 0% interest-free options up to 12 months. You can also decide on the amount of deposit you want
to put down and tailor it to fit your budget.

A fully funded plan with a local independent Funeral Director of your choice is
available at £3,580.00 including 3rd Party Charges.
We are also able to offer an ‘eco-friendly’ funeral plan which caters for those who may
wish to be buried with an environmentally friendly wicker coffin or similar at £3,980.00
including 3rd Party Charges.

We have thoroughly researched the funeral plan marketplace and our findings prove
that in addition to being involved with one of the industry’s most trusted and
recognised funeral plan providers, we are also the most competitively priced.

Need to pay monthly? With just a £250 deposit (or larger if you wish) you can
organise for 12 months handling-charge free or up to 10 years where the handling charge
is just 6.25% APR

* According to our latest research the average cost of dying is now £9,204 – a 3.35%
rise in a year and a rise of more than +50% since we first started tracking the cost of
dying ten years ago.
According to the 2018 Sun Life Cost of Dying Report, the average cost of a basic
funeral now stands at £4,271.00. UP nearly 9.5% since the 2016 Sun Life Cost of Dying
report and-an increase of over 237% since the 1997 report. Estimates suggest that by
2024 a funeral will cost, on average, between £7,000 and £10,000.

What is a trust?
A trust is the formal transfer of assets to one or more people, known as trustees. The trustees are legally responsible for managing the assets on behalf of beneficiaries - people who benefit from the trust.
The details of the arrangement are set out in the trust deed. Trusts aren't new- far from it! In fact, Trusts were first mentioned by Homer circa 650BC. In the UK, their origins can be traced back to the Norman Conquest of 1066, after which
the common law of England was created. There are various types of trust. Some take effect during the lifetime of the settlor
- the person who sets up the trust. Others become active on the death of the settlor and are referenced in their will.
This information only covers trusts established during your lifetime.
Different types of trust have different advantages and
disadvantages for the settlor and beneficiaries, and different legal responsibilities for the trustees.
Why use a trust?
You'd use a trust to ensure that assets you originally owned are managed for the benefit of other people - the beneficiaries. Doing this protects the assets because they're not legally owned by the beneficiaries. That way, they can't be eroded if the beneficiaries get divorced, go bankrupt, or are subject to claims from creditors.

If beneficiaries need long-term care in the future, assets held in trust cannot be assessed to pay for that care.
Another good reason to set up a trust is to ensure that an inheritance is managed on behalf of a vulnerable beneficiary. Because assets in the trust don't add to their estate, it won't impact their entitlement to benefits.
Finally, because assets in trust don't add to a beneficiary's estate, they won't form part of their estate for inheritance tax purposes.
Who can set up a trust?
Almost anyone over the age of 18 can be a settlor. A nominal
amount of, say, £10 can be settled to trustees in the first
instance. Further amounts can be added during your lifetime oron your death.
Most commonly, trusts receive assets on your death, as
directed by your will.
Who can be a Trustee?
Trustees are legally obliged to manage assets held in the trust.
They must abide by the arrangements in the trust deed and adhere to trust law.
Guidance for trustees often comes in the form of a
Memorandum of Wishes sent to executors of your will. By following these instructions, they decide which beneficiaries should benefit and by how much.
Decisions by trustees must be made unanimously. This is why it's often helpful to appoint a professional trustee to provide support and guidance to the others.
Does a trust have a bank account?
Yes. This is normally done when assets are settled into the truston death.
The bank would need appropriate identification for all trustees and may charge admin fees for setting up the account.
Do trustees need to meet?
Yes, and the law says they must meet regularly.
However, if there is only a nominal amount in the trust initially, there would be no need for regular meetings. When the estate passes into the trust on death, trustees would need to meet regularly to manage the assets.
Do trustees need to inform HMRC?
Yes, this needs to happen on death when assets are settled into the trust. Trustees must inform HM RC of the assets and
whether any tax is due. After that, trustees must make an annual tax return to HMRC and pay the appropriate tax from trust funds.
Are trusts listed publicly?
No. That's one of the advantages - your financial affairs are kept private because there is no publicly accessible register.
How long does a trust last?
In England and Wales, the trust's lifetime - known as the
perpetuity period- is 125 years. In Scotland, the period is
80 years. A trust is wound up by distributing all of its assets absolutely to the beneficiaries, as directed by the trust deed.
One consequence of this is that the assets add to a
beneficiary's own estate. On their death, their estate could be subject to a bigger for inheritance tax bill.
In addition, assets passing to beneficiaries are no longer
protected against future divorces, bankruptcy and other
creditors, and claims for long-term care.
One way around this is to settle all this assets into a new trust before the end of the perpetuity period. The same trustees can be appointed to manage the new trust and the assets will still be protected.