Level Three Package

Whether you require a simple Will or full estate planning advice we can provide a solution to meet your needs. Here are the details of our level three package.

The packages most suitable for you will depend upon your individual circumstances. Each package is extremely flexible enabling you to add optional extras at an agreed cost. 

Benefits of level three:

  • Most comprehensive package
  • Effective planning for estates over the Nil Rate Band
  • Bespoke tax advice
  • Inheritance tax mitigation options

What is included?

  • Level one documentation
  • Legal advice in writing from our qualified Lawyers in respect of level one
  • Supervised Attestation meeting
  • Tax evaluation and expert tax advice within a comprehensive tax report
  • Free telephone tax consultation to discuss the options in the tax report
  • Secure document storage

Optional Extras:

  • LPA Registration fees
  • Implementation of recommended tax solutions (the report will indicate a price for each potential tax solution)
  • Face to face tax consultation charged by the hour

Additional Costs:

  • Office of the Public Guardian fees (where LPAs are to be registered)

Note: Essential planning for larger estates


How Universal Wealth Preservation can assist you

Our legal advisers will be happy to discuss with you which level of planning best meets your needs based on your circumstances. If you have any specific requirements not covered by any of our packages let us advise you on our range of comprehensive solutions and create a solution that is right for you.

Contact us to arrange a FREE no-obligation home consultation with one of our advisers.

Or for more information on the wealth protection solutions we provide why not book your place on one of our forthcoming Keep it in the Family seminars.