COMPREHENSIVE TRUST REVIEW - CALL 0207 993 8306

Fees & charges for Estate Planning and Wealth Preservation Solutions. 

For a Beneficiary Protection Plan the fee is £1,308 for a single person and £1,776 for a married couple (these fees include advice, integrated Wills, one Beneficiary Protection Trust, Letter of Wishes, client binder and copy documents together with reporting documents).

 *  Pension Trust fees can usually be paid by the Pension Trustees direct from your pension account.

** Corporate Planning - The RLFS Business Framework is comprehensively designed for clients with qualifying Business Assets and other estates assets. The framework can deliver significant additional tax planning opportunities, which are frequently overlooked as well as protective family succession. The frameworks are typically family controlled and use Trust and Will precedents developed by our legal partners.

Charges Table

We advise and use UK Trusts in our solutions. 

On receiving your instructions to proceed with the Trust(s) solutions a lump sum deposit of 50% is required to prepare the Trust(s), obtain the Solicitors letter confirming the Trust is ‘Fit for Purpose’ and is non-refundable.  The balance can be paid on either a monthly basis or as a lump sum.

We only work on a fee basis and whether you implement our solution or not, the £250 agreed review fee for our advice and services will become payable either on completion of the service provided.   Fees are always agreed at outset.

The Review fee of £250 is for straight forward Trust solutions.  If there are bespoke trusts already in place and legal advice is required additional charges may apply. There is a retainer service available which will be discussed with our solution report. Minimum of 12 months apply.