Planning with complete confidence for later life
TE Life Care
As you move into later life, ensuring your wishes are clearly documented and your assets are protected becomes increasingly important. TE Life Care brings together essential legal planning tools to help you organise your affairs and provide clarity for the future.
- Protects your assets and provide clarity for loved ones
- Ensures trusted people can make decisions on your behalf
- Plans ahead for later life and future care considerations
- Gives peace of mind that the basics are covered
Book Your Life Planning Review
Planning with complete confidence for later life
As you move into later life, ensuring your wishes are clearly documented and your assets are protected becomes increasingly important. TE Life Care brings together essential legal planning tools to help you organise your affairs and provide clarity for the future.
TE Life Care is an ideal package for:
- Individuals aged 60+
- Retirees or those approaching retirement
- Those planning for later life and future care needs
- Those wanting reassurance their affairs are in order
What's included in TE Life Care
TE Life Care provides a simple Will and 2 LPAs (per person) plus additional services including the option of appointing Taylor Emmet as professional executors, free notification to other non-professional executors named in the Will, and the option of staggered payment plans.
TE Life Care also includes a free regular Life Planning Review, ensuring your plans stay up to date as your circumstances change and you plan for your later years.
Complex estate? TE Life Care Max
TE Life Care Max includes everything within TE Life Care, along with guidance on inheritance tax and trust-based estate planning and a Property Trust or Complex Will. This provides greater control over how assets are managed and passed on, helping protect the estate and any businesses you own, and supporting future generations. We will also advise on the suitability of a lifetime trust to maximise any inheritance tax planning.
| TE Life Care | TE Life Care Max | |||
|---|---|---|---|---|
| Excl. VAT | Incl. VAT | Excl. VAT | Incl. VAT | |
| Single (1 person) | £650 | £780 | £995 | £1,194 |
| Mirror (2 people) | £995 | £1,194 | £1,345 | £1,614 |
| TE Life Care Planning with complete confidence for later life. What’s included | TE Life Care | TE Life Care Max |
|---|---|---|
| Free initial Life Planning Review | ✓ | ✓ |
| A Will (Will type to be agreed during the Life Planning Review) | ✓ | ✓ |
| Power of Attorneys (both) | 2 | 2 |
| Professional Executor (optional appointment of Taylor Emmet) | ✓ | ✓ |
| Staggered payment plan | ✓ | ✓ |
| Legacy planning support | ✓ | ✓ |
| Free Life Planning Reviews throughout your life | ✓ | ✓ |
| Support for complex protection needs | × | ✓ |
|
If applicable update HM Land Registry (ownership as tenants in common) |
× | ✓ |
| Guidance on Inheritance planning | × | ✓ |
| Assessment of benefits for Lifetime Trusts | × | ✓ |