Caswell Jones Solicitors

Wills, Probate, Trusts, Estates
Planning and Advice for the Elderly

Wills

Do you have a Will? If not, it is important to think about this. When a Will is drawn up it must comply with strict rules for it to be a valid Will.
If you do not have a Will, statutory rules established by Parliament effectively decide benefit.

A properly drawn up Will can help to reduce or avoid inheritance tax.

Did you know that divorce affects inheritance under a Will?

Your Will should be up-dated on a regular basis to take into account any change in circumstances.

ESTATE PLANNING

We can advise you on the various options available to you to achieve your wishes and potentially reduce inheritance tax liability

PROBATE

When you lose a loved one, the process of administration of Estates can be daunting. We have a highly experienced team who can help you deal with this as quickly as possible at such a difficult time. Many people are persuaded, against their better judgment, to use national organisations or companies recommended by Banks and Funeral Directors, whose offices are often many miles away. Our clients find it much easier to deal with a local expert on a face-to-face basis and we know that our charges are inevitably less than those of larger organisations.

ADVICE FOR THE ELDERLY

We can assist with bespoke advice for elderly clients – this includes advice with regard to potential care home fees and setting up Powers of Attorney. There are 2 types – Property and Financial Affairs and Health and Welfare decisions.

LASTING POWERS OF ATTORNEY 
APPOINTMENT OF DEPUTIES

Lasting Powers of Attorney are legal documents which allow the appointment of someone you know and trust to make decisions about your health and welfare or financial affairs, should you lose mental or physical capacity in the future. If you have concerns as to how you will manage with the day-to-date running of your financial affairs, property and health and well-being, then we can advise you of the options available.

Similarly, if you know of someone who no longer has the ability to deal with these matters, then contact us so that we can assist you in putting appropriate arrangements in place. Our dedicated team of highly experienced lawyers are here to make these applications as stress-free as possible. We offer a competitive fixed fee for this type of work, so why not arrange an appointment today to discuss your needs.

OUR FEES FOR WILLS AND PROBATE

Wills and Probate

Our charge for standard Wills is £175.00 plus VAT for an individual and £275.00 plus VAT for a couple who require “mutual Wills”.

Probate Applications

Our standard charge for making a probate application in respect of a straightforward estate where it will not be necessary to provide an inheritance tax account is £650.00 plus VAT and disbursements. The usual disbursement being the current fee payable to the Probate Registry. This, again, varies from time to time and depending on the size of the estate so it is always best to ring for a detailed quotation.

We can also deal with the administration of the estate thereafter, in particular if there is a larger estate in addition to property and straightforward bank accounts then there may be multiple investments, ISA’s, pensions and stocks and shares.

We can agree to work on an hourly basis or, in certain circumstances when we are in full receipt of all relevant information can give you a fixed fee in anticipation of the work which would be necessary.

 Private Client Work

Please see our separate schedule for details of fees in respect of private client work.

We have an excellent reputation for our client care and pride ourselves on having staff who go the extra mile to keep clients informed of the current situation in respect of their case.

Please contact us to discuss your requirements so we can establish whether we can assist you and agree the terms of our engagement to act for you.

CAERPHILLY OFFICE
Portcullis House
18 Cardiff Road
Caerphilly
CF83 1JN

Phone: 02920 864888
Email: reception@caswelljones.com

Caerphilly Office

YSTRAD MYNACH OFFICE
29 Bedwlwyn Road
Ystrad Mynach
Hengoed
CF82 7AA

Phone: 01443 816622
Email: ystrad@caswelljones.com

Ystrad Office

BUSINESS HOURS
MON.   9:00 a.m. – 5:00 p.m.
TUE.    9:00 a.m. – 5:00 p.m.
WED.   9:00 a.m. – 5:00 p.m.
THU.    9:00 a.m. – 5:00 p.m.
FRI.      9:00 a.m. – 5:00 p.m
Appointments outside these times - by arrangement.