Products

Our range of estate planning products

Templar Estate Planning, based in Caversham Reading, Berkshire, offers a comprehensive and competitively priced range of estate planning services and products.

Wills

  • Standard Will – includes document commentary
  • Mirror Wills- includes document commentary
  • Will with Distribution to Pilot Trust(s) – includes document commentary

Our Wills can cover all circumstances and requirements including:

  • Agricultural Clause within the Will
  • Business Clause within the Will
  • European Property – Covered by UK Law
  • In Anticipation of Marriage Clause
  • Gift of Property Clause within the Will
  • Charity Clause within the Will

Pilot Trusts

We establish pilot trusts to match your estate planning requirements.

Trusts settled by a Will

  • Family Trust +
  • Family Interest in Possession Trust
  • Family Probate Preservation Plus Trust (PPPT)
  • Family Investment Probate Trust
  • Family Property Probate Trust (Investment Properties ONLY)
  • Family Business Trust +
    •  Business Clause within the Will
  • Family Agricultural Trust +
    • · Agricultural Clause within the Will

Trusts NOT settled by a Will and Associated Documents

  • Family Probate Preservation Plus Trust (PPPT)
  • Family Gift Trust
    • · Declaration of Trust (other assets – historical)
    • · Declaration of Trust (other assets)
  • Family Disabled Trust
  • Family Holdover Gift Trust (CGT Holdover)
  • Family Personal Injury Trust
  • Family Pension Death Benefits Trust +
    • · Nomination of Pension Death Benefits
  • Family Investment Probate Trust
    • · Deed of Assignment (Investment Bond)
    • · Investment Trust Bank Account
  • Family Life Assurance Trust +
    • · Deed of Assignment (Life Assurance)

Life Assurance Trusts

  • Family Life Assurance Trust +
  • Family Joint Life Assurance Trust
  • Deed of Assignment (Life Assurance)
  • Declaration of Trust (Life Assurance)

External Life Assurance Trusts

  • Life Assurance Trust Analysis ET (Summary)
  • Life Assurance Trust Analysis ET (Full Client Report)

Trusts within the ‘Standard Will’

  • Standard Will
  • Nil Rate Band Discretionary Trust within the Will
  • Children’s Trust within the Will
  • Disabled Discretionary Trust within the Will
  • Life Interest in Property Trust (Right to Reside/Life Interest/Protective Property Trust)

Lasting Powers of Attorney and Deputyship

England and Wales

  • LPA – Health & Welfare incl Registration documents
  • LPA – Property & Financial incl Registration documents
  • LPA – Deed of Revocation
  • General Power of Attorney
  • Court of Protection Deputyship Application
  • Advanced Decision
  • LPA – Registration
  • EPA – Registration

Northern Ireland

  • Enduring Power of Attorney (Northern Ireland)
  • EPA – Registration
  • EPA – Deed of Revocation
  • General Power of Attorney

Scotland

  • POA – Continuing Financial incl Registration documents
  • POA – Welfare incl Registration documents
  • POA – Joint Continuing Financial & Welfare incl Registration documents
  • POA – Registration
  • General Power of Attorney

Property Services & Conveyancing

  • Conveyance – England & Wales
  • Conveyance – Northern Ireland
    Conveyance – Scotland
  • Severance of Tenancy Service (Mutual)
  • Severance of Tenancy Service (Non Mutual)
  • Trust of Land (Historical)
  • Declaration of Trust (Land)
  • House Purchase Conveyancing
  • House Sale Conveyancing
  • Land Registry Search

Deed of Variation & Related Products

  • Deed of Variation
  • Family Trust (DOV)
  • Family IIP Trust (DOV)
  • Trust Bank Account
  • Loan Document (Trust to Individual)
  • Deed of Assignment (Investment Bond)
  • Conveyance – England & Wales
  • Conveyance – Northern Ireland
  • Conveyance – Scotland

Cross Option Agreement

Cross Option Agreement

Estate planning reports

  • Offshore Report
  • Onshore Report

Other Products

  • Change of Name Deed
  • Parental Responsibility
  • Care Home Assessment Matter

Additional Services

  • Document Checking Service
  • Document Storage Service
schedule a free will writing estate planning appointment
review my will in Caversham Reading

ESTABLISH TRUSTS

Utilise Trusts to preserve your wealth and assets for future generations and to minimise inheritance tax bills.

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