About Nexus Estate Planning
Nexus Estate Planning is led by Tracy Bissett, Chartered Financial Planner (CII), Qualified Later Life Advisor (SOLLA), and qualified Will Writer.
Recognising that many of her clients did not have adequate estate planning, Tracy completed training with The Will People and The Society of Will Writers so that she could help. Ensuring that her clients have their wishes met and affairs in order is of utmost importance to Tracy, who has also undertaken training in Trusts to fully support her clients with estate planning.
About Tracy
I opened our Will writing company in 2009 after completing our training with the Will People and the Society of Will writers.
In addition to completing training in Wills and Power of Attorneys I also have training in trusts.
In addition I am a chartered financial planner and a qualified later life adviser with SOLLA.
I enjoy working with my clients and ensuring their wishes are met and their affairs are in order
Why do I need a Will?
It is important for everyone to have a will because it helps to ensure that your assets go to your loved ones. Making a will means that you have full control of your estate. You decide who inherits what and when.
A properly drafted will should ensure that family disputes are avoided. It can ensure that you have left guardians and trustees for your children if necessary and to avoid any of your estate passing to the Government under intestacy laws.
People often delay making their will until it is too late. Illness or worse can strike at any time.
- Without a will, your estate could suffer:
- If you are not married (or in a civil partnership), your partner will get nothing.
- Your children may not be looked after by the guardians you wanted
- If there is no executor, you will have to wait until the court appoints one.
- The administration of your estate could take significantly longer and will cost a lot more.
- No gifts can be made to family or charities.
Will Services
Will (Standard)
* Single £200; Mirror £270
Update to Existing Will
* Single £80; Mirror £115
Advanced Update
* Single £145; Mirror £200
Right of Residence
* Single £290; Mirror £320
Life Rent Trust
* Single £330; Mirror £375
Power Of Attorney (POA)
Of at least equal importance to a Will are Continuing and Welfare Power of Attorney.
Consideration should be given whilst still in good health, to the consequence of becoming incapable and being unable to administer your own personal and business affairs.
The potential benefits of putting in place a Power of Attorney should not be underestimated.
This important document ensures the continuing administration of personal and business affairs should an individual become incapable of dealing with their affairs at any stage of their life.
Incapacity can arise at any time, either as a consequence of accident or illness and it may be either temporary or permanent. In all these situations, a trusted person or persons can deal with matters on behalf of the client providing they have the necessary authority to do so. There is very little which one individual can do in the name of another without running into difficulty, for example, because of data protection and other “red tape”.
POA Services
Continuing & Welfare Power of Attorney (incl Registration)
* Single £175; Mirror £300
Power of Attorney Registration (plus £87 OPG per POA)
* Single £50; Mirror £75
Update to Power of Attorney
* Single £110; Mirror £200
Deed of Revocation
* Single £110; Mirror £200
Trusts
- Trusts are an important part of planning within Wills and can help to:
- Protect assets for your beneficiaries
- Protect assets for vulnerable or disabled children
- Mitigate some or all of IHT
- Useful for generational income planning
- Ensure you decide when and how your beneficiaries receive their inheritance
Discretionary Trust
* Single £330; Mirror £375
Disabled Persons Will Trust
* Single £330; Mirror £375
Business Property Trust
* Single £330; Mirror £375
Packages
Will & Power of Attorney Package (inc Registration), plus OPG Fees of £87 per POA
* Single £350; Mirror £550
PPT Package 1 (inc 2 x PPT Wills), may require ESD at additional cost
* £525
PPT Package 2 (inc 2 x PPT Wills + 2 x POA), may require ESD at additional cost
*£950
IHT Package 1 (inc 2 x IHT Will + ), may require ESD at additional cost
* Single, £415; Mirror £595
FLRT Package 1 (inc 2 x FLRT Will + ), may require ESD at additional cost
* Single, £415; Mirror £595
FLRT Package 2 (inc 2 x FLRT Will + 2 x POA), may require ESD at additional cost
* £950
Miscellaneous Services
Letter of Wishes
* Single £21; Mirror £28
Urgent Drafting Fee
* Single £44; Mirror £44
Will Retrieval Fee
* Single £21; Mirror £42
Reprint (per document)
* £13
Storage Lifetime
* Single £60; Mirror £60
“I had no idea where to start with my Will and POA, Nexus was recommended to me and from the first contact I found the service very professional, Tracy is lovely and talked us through all of the processes, explaining everything very clearly. I can relax now that all of this has been taken care of.”
Mr & Mrs Elder
Nexus Estate Planning Ltd 