How we can help

Our personal advisors at Caledonia Will Services are constantly striving and ensuring that our Will writing service is simple, transparent and as cost-effective as possible and that the terms laid out in any document provided by them is legal and valid and will be executed according to the specific instruction of the client. Often while helping clients in this process they foresee or encounter problems that require additional planning and documentation and can offer a solution from a range of additional products and services. As always, legal advice is offered without obligation and in complete confidence and you can be assured of absolute integrity and discretion if you instruct us to act on your behalf.

Inheritance Tax Planning

A professionally drafted Will is vital in helping to mitigate Inheritance Tax wMore and more people now own homes that have soared in value and fall into the Inheritance tax bracket, which can result in paying a 40% tax. Caledonia Will Services can help you avoid or greatly reduce this tax by closely examining and planning every financial aspect of your estate including Lifetime transfers, IHT on death, Valuation of assets, Lifetime planning, Wills and estate planning, Transferable nil rate bands, Gifts with reservation of benefit, Compliance, Trusts: interest in possession, Trusts: non-interest in possession, Exemptions and excluded property, and Reliefs,
 

Long Term Care Solutions

Should you find yourself in long term care the options need to be looked at so the family can come to decisions on how best to pay for long term care. So that paying for long term care can be achieved whilst still allowing you to leave an inheritance to be left and reduce the likelihood of having to use all your capital to pay for care fees
 

Continuing and Welfare Power of Attorney

This important document ensures the continuing administration of personal and business affairs should an individual become incapable of dealing with their affairs at any stage of their life. Incapacity can arise at any time, either as a consequence of accident or illness and it may be either temporary or permanent. In all these situations, a trusted person or persons can deal with matters on behalf of the client providing they have the necessary authority to do so. There is very little which one individual can do in the name of another without running into difficulty, for example, because of data protection and other “red tape”.

Living Will (Advanced Medical Directive)

A Living Will (often known as an `advance directive’ allows you to state, which treatments you would or would not want if you became seriously ill in the
future and were unable to participate in decisions on your treatment and care. If you make a living will you are asking doctors not to give you certain medical treatments. A great benefit of having a Living Will in place is that your loved ones know your
wishes and are not left to make what can be a very difficult decision for them without
knowing your feelings.

Executry Services

Our highly experienced, professional executors deal with all the issues surrounding your estate in an effective and sensitive manner. This can relieve the pressure on estate administration by your loved ones who can find this an extremely burdening task.
 

Pre-Paid Funeral Plans

At a time of great stress and sadness to your family you will have relieved them of both a financial and emotional burden by guaranteeing the payment of your funeral regardless of the cost at the time of the service.

Secure Document Storage

It is important that your Will can be found at the time of death. If the original signed and witnessed Will cannot be found for any reason you will have died intestate and all your time, effort, planning and expense will have been unnecessarily wasted. Caledonia Will Services have a bonded storage facility to ensure the safekeeping of your Will and any other related documents.