Protectus Legal Services
Wills, Trusts, Lasting Powers of Attorney, Estate & Tax Planning Services
Protectus Legal Services
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Wills and Trusts to protect your assets
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Lasting Powers of Attorney
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Estate and Inheritance Tax Planning
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Free home visits
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All fees are fixed and agreed in advance
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Protect your family home for loved ones
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Act for vulnerable family members
A personal, professional service from Mike Shield, in the comfort of your own home
Why should I create a Will?
In truth, your Will makes administering your estate less complex for your loved ones, and ensures your gifts pass to your chosen beneficiaries, not those chosen for you.
How long does it take?
The process takes as long as you wish it to take. I act at a pace you are comfortable with; you are always in control.
What do I need?
There are three things you need to know to make a Will, the extent of your estate [your worldly goods], who is entitled to it and to whom you wish to gift it. I act to assist and support your decision making to turn your wishes in to a legally binding document, which comes as a great relief to many of my clients.
Is it complicated?
Your Will can be as detailed or as simple as you wish. You may wish to have simple single or mirror (you and your partner) Wills or more complex Wills which give instructions to protect assets in post-death trusts.
What if I do not have a valid Will?
Without a Will, your estate will be subject to the ‘Laws of Intestacy.’ The first portion of your estate will go to the surviving spouse or civil partner, with the remainder divided between the survivor and the children. It is not uncommon for whole families to lose inheritances because of remarriage, or the survivors need for long term care. If you are unmarried, your partner will receive nothing. Do not leave your estate in the hands of others, who you may not wish to inherit and/or who are not legally bound to execute your wishes.
What does it cost?
I work on a fixed fee basis, agreed in advance, so there are no hidden costs. I offer discount for NHS staff, so please do not hesitate to ask for a quote.
Powers of Attorney
It is a common misconception that family members can act for one another, this is not the case. The reason is to protect loved ones from exploitation. If you are over eighteen and have mental capacity, you can create Lasting Powers of Attorney (LPAs) and appoint attorneys (usually loved ones) to assist you to make decisions and/or act for you. Please ask me for more information.
A valid Will can help to:
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Provide peace of mind and ensure the people you want receive their inheritance.
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Protect your wealth, which you have worked hard to attain.
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Remove the need for loved ones to make difficult decisions at a stressful time.
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Provide security for vulnerable family members when you are gone.
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Minimise your inheritance tax liability.
If I don’t have a VALID WILL what should I do?
Call Mike Shield on 07887 740 341 / 01642 761 091
or E-mail mike@protectus.org.uk
Don’t risk your entire estate with a Will drawn up by anyone other than a trained professional.
Mike Shield
Independent Insurance Advisor
Will Writer & Estate Planning Practitioner
Call 07887 740 341 / 01642 761 091 or E-mail mike@protectus.org.uk
17 Langleeford Way Ingleby Barwick Stockton-on-Tees TS17 0FB
07887 740 341 | 01642 761 091
Email: mike@protectus.org.uk
Mike Shield would like you to know that he takes your trust seriously and that Protectus Ltd (FRN 1014809) Registered Office: 17 Langleeford Way, Ingleby Barwick, Stockton-on-Tees, TS17 0FB is an Appointed Representative of Movo Partnership Ltd who are authorised and regulated by the Financial Conduct Authority, authorisation number 823503. Registered Office: First Floor, 30 High Street, Chislehurst, BR7 5AS Registered in England No: 11544238. Protectus is registered with the Information Commissioners Office, Data Protection Registration Number ZB524506.
Mike Shield, of Protectus is a member of the Society of Will Writers and Estate Planning Practitioners and abides by its Code of Practice.
