Why choose Preference Trusts & Wills?

We come to you

We will make an appointment to see you at your home. This is because we know that any necessary personal information is likely to be to hand thus making the provision of such information both safer and easier. We know it is the most effective use of your time and we know that it can make the process of dealing with such important arrangements; convenient, comfortable and confidential for you.

We review your affairs without charge

Our first meeting with you is entirely without any charge or obligation upon you. We shall review the ownership and values of your assets and liabilities. We shall review any existing or past provision you may have made. We shall review relevant relationships; such as marital status, children and other loved ones. We shall ascertain your objectives and how you feel about all of these issues. We shall consider the past, consider the present and consider the future.

We will share our knowledge and expertise and help you to make the right informed decisions.

We are sure that you would find such a meeting beneficial; furthermore, having such a meeting, will not cost you a penny.

We listen to you

We do not talk at you. We do not charge by the hour, so there is not too much pressure on time constraints. There is time to think and to communicate.

We listen to what you want and to how you feel about the issues we are addressing.

We believe that listening to you is the first and therefore the most important step, in getting things right for you.

Our advice is Insurance backed

We are members of the Society of Will Writers and Estate Practitioners. They act as our Regulatory Body. They keep us regularly informed of changes in legislation and changes in legal precedents. They provide us with ongoing training and development and our membership commits us to the process of Continual Professional Development.

This means our advice is always current and effective at the time of providing it to you.

The Society of Will Writers and Estate Practitioners also provide a robust and effective procedure for dealing with any Complaints from clients in respect of their members.

We are pleased to say that we have never had a complaint lodged about our services and we welcome both the spirit and the objectives of such consumer protection.

Our advice is backed by full Professional Indemnity Insurance for up to 2 million pounds per claim and we have appropriate Public Liability Insurance because we visit the homes of our clients.

All these measures are designed to provide you with a better quality of service and therefore, peace of mind.

Confidentiality & Integrity

We are registered under the Data Protection Act.

This means that we are committed to keeping your information confidential at all times.

Any client information that we store on computer is password protected. Any papers and documents that are in our possession are kept in locked filing cabinets and locked desks in our secure office premises.

On the rare occasions that we need to post them, we send legal documents via the Royal Mail Guaranteed Delivery process.

We never share information about our clients with a third party unless we have their express permission to do so.

We draft all our clients’ legal documents. We do not outsource to a third party for such a service.

We take our responsibilities to our clients very seriously and welcome the spirit and the objectives of the Data Protection Act.

This is another measure we are committed to, which will provide you with further peace of mind.

We do not charge by the hour

After our first meeting with you, we take time to analyse the information that we have gathered.

We prepare our full written recommendations, which are set out in a simple to follow yet accurate and detailed manner. We have found this to be very important considering the potential complexity of the solutions that we are proposing.

We calculate the fees that we require in order to undertake our recommendations and we detail the fees at the end of our written recommendations.

We do not charge by the hour and we do not charge percentages of what you own.

Our fees are entirely dependant upon the volume and the complexity of the work that we would need to undertake for you, in order to for your objectives to be achieved.

We then visit you for our second meeting to go through our recommendations.

We make sure that you are in an entirely informed position before you make the decision for us to proceed and therefore, before you incur any fees.

All our advice to you, is provided in writing

We consider that the provision of advice in writing is an essential element of providing an advisory service.

It is your permanent record of your circumstances at the time of the advice provided. It evidences the advice given. This is an invaluable protection for you and for us.

One of our “Top tips for financial success in life”, is to always ask for confirmation of verbal advice in writing.

If a professional adviser is not prepared to confirm their advice in writing, it begs the question; why?

We can keep your affairs up to date in the future

One of the many unique elements of our service to you; is our Private Client Scheme.

For the incredibly small cost of 3.50 per month, (Per couple if you are one and per person if you aren’t!) we will provide you with the following benefits;

A. Safely storing your vital Documents;

Independent storage of all your important legal documents including your Will, Powers of Attorney, Life Assurance, Investment and Pension Policies, Shareholder or Partnership Agreements and even private letters and photographs.

We store these in specialist document storage, with our Regulatory Body, The Society of Will writers and Estate Practitioners, who are based in Lincoln.

B. Helping your Executors and Trustees

In the event of your death, we will meet your Executors, Trustees and Legal Guardians (If required) to help them in undertaking their roles. This meeting is at no further cost to them or your estate. We know that these meetings have been extremely useful and informative to those involved, in addition to potentially saving the beneficiaries of your estate thousands of pounds in professional fees.

C. Helping you to keep your affairs up to date

We will write to you every three years to encourage you to review your affairs. We know how important it is to keep your affairs up to date and relevant to your circumstances. We also know that legislation can change which can alter the effectiveness of the provision that you have in place.

Think back three years. How much has changed for you in your life?

In the past three years, there have been major changes in legislation. For example, changes in respect of Mental Capacity, Taxation on Trusts, Inheritance Tax, Capital Gains Tax and Company Law to name just a few.

Reviewing your affairs is essential. We will prompt and help the members of our Private Clients Scheme, to do so.

D. Change your Will with no further charge

As a member of our Private Client Scheme, you can have your Will entirely redrafted every three years without any additional cost.

It doesn’t matter how complex the changes are – there is no further charge.

Even if your circumstances change to such an extent that you need to make changes within the three-year period, we will still entirely redraft your Will, without further charge.

We believe that our Private Client Scheme can potentially save you and the beneficiaries of your estate, thousands of pounds over the years ahead.

It is no surprise; that over 98% of our clients have joined our Private Client Scheme.

We enjoy what we do

We enjoy spending time with people. We enjoy providing a quality service and we enjoy doing it our way.

We enjoy knowing that your affairs are being looked after well; by us.

We hope you enjoy the experience in dealing with us.

We have grown entirely through word of mouth recommendation

Since we started in 2007, we have grown very fast. We have never advertised our services anywhere.

We have never dropped leaflets through your door, in an attempt to persuade you to call us.

We have never displayed an advertisement claiming to offer a service at a such a ridiculously low price it wouldn’t cover the cost of our fuel, to entice you into calling us and then charging you more when it comes to drafting any documents.

We have never offered to draft your documents without charge and then appeared all over your Will and your Powers of Attorney, as a professional representative; thus allowing us the legal right to charge as much as thousands of pounds for ‘looking after your affairs’ with ‘no liability for loss’.

We have never hassled you at Supermarkets with ‘Prize Draw’ offers of bottles of cheap vinegary wine, in an attempt to sit in your front room and ‘sell’ you a Will.

This website is our only advertisement.

Our clients meet us because we are recommended to them.

We are recommended by other Professional Advisers, such as Financial Advisers and Accountants who want their clients to be advised well.

Our mission is to build a business by offering a service that saves people money, saves them time and delivers to them and their families, what is needed, when it is needed.

Try us, compare us; all you need to do is get in touch.