How Much Does an Asset Preservation Trust Cost?
An Asset Preservation Trust is specifically designed to receive death benefits from most pension schemes.
Whatever your employment status, there's a good chance that there's some form of pension scheme established for your benefit. Whilst these schemes are designed to provide a pension in retirement, they can also provide a valuable death benefit for your dependants should you die prematurely - either while working or before reaching the age of 75.
This death benefit often adds up to a significant sum of money and for members of company schemes it can be a lump sum anywhere up to four times your annual salary.
For those with personal pensions, it can be even more, which is why we would always suggest that you seek advice before setting up an Asset Preservation Trust.
The cost options for an Asset Preservation Trust are shown in the following table;
| Service | Per Person | Per Couple |
|---|---|---|
| Asset Preservation Trust | FREE | FREE |
All prices are inclusive of VAT.
Please remember that all meetings with Heritage Will Writing are free of charge and there's absolutely no obligation to work with us.
Should you decide to use any of our services, you'll only be invoiced once that service has been delivered to your complete satisfaction.
If you'd like to talk to us about Asset Preservation Trusts, you can call us on 02380 879243 or complete the following form;
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Please Note
The information provided here is intended to address the types of questions that people are often concerned about.
To see an outline of what we do and how we deliver services for our clients, please visit the Our Services page. You will find information on the key aspects of creating your will including:
Personal Reviews, Will Writing, Estate Planning & Tax Management, Lasting Power of Attorney, Discretionary Trusts, Special Provisions & Assurance (disabled beneficiaries), Severance of Tenancy, Secure Document Storage.
If you have a specific question, want more detailed information or want your will professionally prepared, then please just get in touch.