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OUR PROMISE TO YOU

We specialise in Wills and Inheritance Tax offering you a ‘no obligation’ assessment to ensure your family is protected and your wishes are properly put in place. By phone or with a free home visit.

As a property owner, we would like to help you save 40% on un necessary Inheritance Tax bills .

We put you, the customer first.
Sarah and I are approachable, responsive and caring. Our established team take personal care of you and your loved ones throughout your life.

We listen to your concerns and wishes, no matter how complex and create a solution for you. We give you Peace of Mind that everything is in place and ensure that your children and loved ones end up with your hard earned assets for their future.

We visit you in the comfort of your own home and we have offices in London where we can meet if you wish.

Call us on 020 3858 0307 to book your free personal assessment – over the phone or at your home.

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Please download our FREE ‘ 7 mistakes and how to avoid them’ guide.

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We write all forms of Trusts, Lasting Power of Attorney’s and offer ‘agreed fee’ Estate Administration (probate).

Looking for a First-Class Will and Inheritance Tax Planning

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Why our services?

Everyone over 18 years with any assets and/or children needs a will. Don’t put off making your will if you think it’s too complicated. We will take that worry away from you and give you the solutions.

Good planning reaps dividends.  New Inheritance Tax laws (2017) can be very confusing and trip people up – Inheritance Tax planning is our speciality.

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Lasting power of attorney
We value referrals.

Most of our business is won by receiving many referrals which is a testament to the quality of our service.

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Now is the time to think of the future

The actions you can take now can minimise the Inheritance Tax liabilities you may have and the problems your relatives may get by you not having a will

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Services

Will Writing

We will create your own personal will including any trust that you may need. Making a will is the only way to ensure that your wishes are carried out. All our wills are stored free of charge and registered with Certainty, the National Will Register.

Trusts
We access all forms of trusts, depending on the situation of the individuals concerned.

The Protective Property Trust and the Bespoke Discretionary Trust are arguably the most common trusts in use today. We will give you advice regarding Inheritance Tax Planning as part of this instruction process. Trusts can help you significantly with these issues:  third party intervention, care home fees, sideways disinheritance, bankruptcy and divorce.

Inheritance Tax Planning

The taxman charges 40% inheritance tax on everything he can

This is critical as the new tax law, the RNRB (Residence Nil Rate Band), states that it is not given automatically and has to be claimed for your children. The Inheritance Tax threshold has been frozen since 2009 at £325.000.

Lasting Powers of Attorney

Everyone over 50 should put this in place for their future peace of mind.  If you have investments, you may need an ‘Attorney’ to release funds for you or your family in the future. You may also need them to sell your property if you become incapacitated. If you have a medical situation, your attorney can make decisions in your best interest.

Funeral Planning

We offer a wide range of different funeral plans across the market. All are guaranteed.

Pre paying funeral plans saves you money by fixing the price now.

Planning ahead gives you peace of mind. It gives you the chance to be clear on what you want at your funeral.

Business Trusts

BPR, introduced in 1976, means a family business can now be passed down through generations with no Inheritance Tax.

If you buy and hold shares in qualifying companies you can pass on these shares if you wish without any Inheritance Tax liability as long as certain rules are adhered to.

You are able to purchase any number of shares as you desire. Please be aware that such tax benefits and tax rules can change.

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Meers Legal is a full member of
the Society of Will Writers.

Blog

  • Inheritance Tax
    UK Inheritance Tax in 2023

    As an experienced Will Writing specialist, the first issue to address is to ensure that you understand the implications of  inheritance tax at 40% on your estate. Inheritance tax is the tax levied on the transfer of assets upon death, and it is important to take steps to minimise the tax burden. Threshold The current

    14th February 2023
  • The latest High Court Battle Over Inheritance

    There has been a dramatic increase over the last 15 years in the number of inheritance disputes reaching the High Court in England and Wales. In 2005, there were just 15 cases brought to the High Court under the Inheritance (Provisions for Family and Dependants) Act 1975, compared to 158 cases in 2016. A recent

    23rd May 2022
  • Lasting power of attorney
    Lasting Power of Attorney – critical today

    Everybody over eighteen should have a lasting Power of Attorney in place according to official advice.  The document or LPA for short, legally enables your Attorneys to make decisions on your behalf if you lose Mental Capacity. The LPA deals with your Financial, Health and Care decisions while you are alive, Wills deal with your

    29th May 2019
  • YOU NEED A MODERN WILL TO STOP YOUR CHILDREN MISSING OUT AS THEY MAY NOT INHERIT ALL YOUR ASSETS AS YOU EXPECT.

    A modern Will is needed to ensure that the family home is protected from potential ‘predators and creditors’.   Just putting your children in an old fashioned mirror will is not enough any more to guarantee they will get your assets in full or even part. Our ‘Modern Will’ gives you complete protection and control

    23rd May 2019