Estate planning, Wills, & Business Succession Planning
Important information regarding Trusts
C.J.H. Consultancy Services Probate & Trusts Ltd
At C.J.H. Consultancy Services Probate & Trusts Ltd, we aim to provide you with confidence in planning for whatever comes your way. We are a well-established company that provides support and high-quality services in a range of matters, including:
Wills
Estate Planning
Inheritance Tax Planning
Business Succession
Probate
We are fully aware of the most relevant and pertinent legislation and if you are looking to protect yourself, your loved ones, or your business, we can assist you. We appreciate that the pressures and demands of modern life leave many people unable to stay in touch with these matters but with our support, you will be fully informed.
We appreciate that one size does not fit all and therefore our consultants are happy to arrange a visit to your home or office, whatever is the most convenient to you.
When you call upon C.J.H. Consultancy Services Probate & Trusts Ltd you will benefit from the following:
No hidden charges: you only pay the fee that is clearly stated
Payment: only when we take your instructions
Our consultants are members of affiliates of industry bodies
In-house Solicitors to deal with specific instructions
Probate and conveyancing services
We are regulated by the Society of Will Writers and Estate Planning Practitioners
You are protected by £2,000,000 Comprehensive Professional Indemnity insurance
Reliable and Dependable Service
We are specialists in Wills, Estate and Business succession planning, ensuring you peace of mind and confidence in future planning for you and your loved ones.
As members of the Society of Will Writers, an organisation that aims to set a high standard of Will writing, we believe it is essential to promote good practice and protect clients in a legal manner, our membership of this Society assists us in achieving this.
Based in Caterham, Surrey we aim to provide a reliable and dependable service for local people and for those living in and around Surrey, Sussex, Kent and the Home Counties.
C.J.H. Consultancy Services Probate & Trusts Ltd - we are just a phone call away on 01883 - 770934.
Meet Our Team
Colin Josef Hegner
Managing Director
Albert Staffiere
Area Associate
TREVOR HALL
Area Associate
Area Associate - A.S.W.W. - FPC – CertPFS
M: 07766 763891
Office Personnel
Tony Morris-Davies
Solicitor/Senior Office Administrator
B.A, LL.B, STEP affiliate, Associate member of SOWW
As a local firm we are specialists in:
Will writing
Estate planning
Probate
Providing comprehensive advice in a range of areas
Complex Wills
Non-complex Wills
Inheritance Tax planning
Lasting Powers of Attorney
Protective Trusts
Fixed Price Packages
SINGLE WILL or MIRROR WILLS
LIFETIME PROTECTION PLAN
A Single Will or Mirror Will and Lasting Power of Attorney.
BENEFICIARY PROTECTION PLAN
A Single Will incorporating a Nil rate band Trust or a Flexible Life Trust (FLIT) and a Lasting Power of Attorney.
SECURE PROPERTY PLAN
2 Wills with Life Interest Trusts, Severance of Tenancy and 2 Lasting Powers of Attorney.
SECURE INHERITANCE PLAN
2 Wills with Nil rate band Trust or Flexible Life Trust, and 2 Lasting Powers of Attorney.
ASSET PROTECTION PLAN
A Single Will or 2 Wills, with Nil rate band Trust(s) or Flexible Life Trust(s) if appropriate and an interest in Possession Trust and Lasting Powers of Attorney.
Other Products & Services
In addition to Wills and Estate planning, we offer the following services,
both of which can be arranged by calling us on:- 01883-770934
Lasting Powers of Attorney
Should you find yourself in the unfortunate position where you are unable to make decisions for yourself due to long term illness, dementia or stroke you can legally appoint someone you know and trust to make decisions on your behalf.
This can be for your Health and Welfare and/or your Property and Financials, we can help you put the right protection in place, for you, your family and your assets giving you peace of mind for the future.
Instructions can be taken over the telephone by calling 01883-770934, a member of our team will be happy to go through the details with you. Or you may wish to email us, we will ensure a quick response on: cjh@cjhconsultancy.co.uk
Funeral Plans
Take the stress and expense from those close to you by arranging your funeral with a guaranteed pre-paid plan.
There are a comprehensive range of options and payment plans so you’re sure to find one that suits your budget and requirements.
Call us now on 01883 - 770934 for further details.
Please contact us if you would like any of the leaflets or guides listed below:
Leaflets - All six fixed price packages:
Document storage/Digital vault
Pre meeting pack
How to give instructions remotely
Guide to Probate
Duties as an Executor
Guidance notes for Attorneys
Advance Directive or Living Will
Guides - to Property ownership
Owning property together – Joint tenancy v. Tenancy in common and Trusts
Confirmation of Instruction guide
Business Succession planning
Estate planning guide
Guide to Civil partnerships
Guide for the completion of your documents
Opening a Bank account to manage your Trust