Willtrust Ltd deal almost exclusively within one area of legal services, that of succession planning.
As such we are best placed to offer the advice that best suits your own individual circumstances.
Willtrust’s Code of Practice through membership of the Institute of Scottish Professional Willwriters, our ethics and our philosophy ensure that our clients meet with the very best level of service and advice possible.
That is at the very heart of our client proposition.
Willtrust Ltd is a long established legal services firm that offer multiple solutions to our clients individual situation. No two clients have the same needs and requirements...something our Consultant's recognise when they are preparing a solution for your own individual circumstances.
We provide a no-obligation home visit service at a time that is convenient to you that includes daytime, evening and even weekend appointments. We appreciate that people are living increasingly busy lives and such a service allows our clients to get their affairs in order at a time and place that is convenient to them.
Alternatively, you are welcome to visit and discuss your requirements at our offices, whatever is most convenient to you.
Our fully qualified Consultants will ask the right questions to obtain the right information required to advise on the right product accordingly.
Willtrust Ltd offer an extensive range of Will options for you depending on your own particular circumstances including but not limited to:
• Standard Wills
• Continuing and Welfare Powers of Attorney
• Discretionary Trust Will
• Inheritance Tax Planning Will
• Property Protection Trust
• Asset Protection Trust (to protect against having to sell
your or your loved one’s home to pay Long Term Care
• Living Will (or Advanced Medical Directive)
• Executory Services
• Pre-Paid Funeral Plans
• Will Health Check
Fees for your required legal services product are fixed from the outset regardless of the length of time our Consultants spend with their clients or to draw up the relevant documentation. This means that you will not feel rushed throughout any part of the process and accordingly, as a Willtrust client, you will be reassured that you are receiving the best possible advice.
In planning for the future or nearing retirement, Willtrust’s services could prove to be invaluable. Financially you may possibly able to save many thousands of pounds.
However, it is not always about money. Being content from the peace of mind of knowing that your last wishes will be carried out and that your loved ones are taken care of is also a great comfort to many people.
Estate Planning goes hand in hand with financial planning. We also have a regulated financial services arm.
Our sister company, Lockhart Grey Financial Planning, can provide expert advice in all financial service areas such as investments, pension and retirement planning, tax efficient savings, mortgages, insurance and protection planning, taxation and trusts, inheritance tax planning etc. If you wish to make use of their services, just say so. They will be more than happy to help.