Advisers are increasingly encouraging clients to establish proper estate planning not only for commercial reasons but also due to broader regulatory and ethical considerations. Under the Financial Conduct Authority’s (FCA) Consumer Duty, firms are required to “avoid causing foreseeable harm to retail customers.” This principle underscores the importance of identifying and mitigating potential risks that could adversely affect clients.
By proactively addressing issues such as the implications of dying intestate, advisers can help clients make informed decisions that align with their best interests. Commissions paid can be reinvested into you providing high-quality advice and services, ensuring that your clients benefit from comprehensive planning and better overall outcomes.
Windsor
Personalised Will Service
| Cost | Commission | |
|---|---|---|
| Single | £200 | £50 |
| Couple | £315 | £85 |
Who is this suited to?
The Windsor service is a fully personalised Will, tailored to your individual wishes. Available as a single Will or as Mirror Wills for couples, it ensures your estate, assets, and loved ones are protected exactly as you intend. Perfect for individuals or families seeking peace of mind with a professionally drafted Will.
Sandringham
Will plus Lasting Power of Attorney (LPA)
| Cost | Commission | |
|---|---|---|
| Single | £750 | £200 |
| Couple | £1600 | £200 |
Who is this suited to?
The Sandringham Estate Planning Package combines a personalised Will (as per Windsor) with both Health and Welfare LPA and Property and Finance LPA. This comprehensive option not only secures your estate but also gives trusted individuals the authority to make important health, financial, and care decisions on your behalf, should you lose capacity. Designed for complete peace of mind, Sandringham is a full estate and future planning solution.
Warwick
Will with Trust Protection
| Cost | Commission | |
|---|---|---|
| Single | £600 | £130 |
| Couple | £1100 | £130 |
Who is this suited to?
The Warwick service offers all the benefits of the Windsor package but with added protection. By adding a Trust to your Will, you can help safeguard your assets from remarriage, or other risks, while ensuring they pass to your chosen beneficiaries. It can also be a great way to pass assets on to vulnerable family memebers. This option is ideal for individuals and couples who want an extra layer of estate protection alongside a personalised Will.
Glenapp
Will with Trust plus LPAs
| Cost | Commission | |
|---|---|---|
| Single | £1170 | £300 |
| Couple | £2500 | £300 |
Who is this suited to?
The Glenapp Package is the ultimate estate planning solution, combining the benefits of the Warwick and Sandringham packages. It includes a personalised Will (or mirror Wills) which incorporates a trust, along with both Health and Welfare LPA and Property and Finance LPA. This all-in-one package ensures your assets are fully protected, while also safeguarding your future decision-making through legally binding powers of attorney.