Build your trust. See every price.
Answer our short questionnaire, add your details, and get your quote on the spot, by email and WhatsApp. Prepared by qualified estate planners and solicitors regulated by the Solicitors Regulation Authority (SRA). Advice is there if you want it, priced separately.
- Every item clearly priced
- Instruct us online
52 seconds Short on time? Let Tag explain how it works. Turn the sound on for the music.
Three trusts. Published prices.
Start with one of these, add what you need, and get your full quote on the spot.
- No frills.Start with the trust deed. Add only what your case needs.
- Every item clearly priced.Each document and service has its own price and its own scope.
- The price shown is the total you pay.Our fees and any HM Land Registry fees, added up before you order.
- Price beat promise.Show us a like-for-like written quote for less and we'll beat it. Terms apply.
Create your trust package.
Published prices for cases within our standard service scope. Answer our short questionnaire, add your details, and get your quote on the spot, on screen and by email and WhatsApp.
Prototype Nothing is sent from this preview. On the live site the quote goes to the customer's email and WhatsApp, and the lead goes to GoHighLevel.
Prototype Nothing is sent from this preview. On the live site this creates a GoHighLevel lead marked for a consultation.
Every item clearly priced.
Most firms quote one bundled figure. We price each piece separately, so you can see what you're paying for and leave out what you don't need. Here's what one package could look like.
Questionnaire, quote, then your trust.
Everything can be done online. If you'd like expert advice first, add it to your package.
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STEP 1
Answer our short questionnaire
Your status, your home's value, which trust you want, and any extras.
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STEP 2
Get your quote on the spot
Add your name, email and mobile. Your quote appears on screen, and we send a copy to your email and WhatsApp.
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STEP 3
Instruct us and review your draft
Send your instructions online. Our estate planners and solicitors prepare your documents. One round of amendments is included.
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STEP 4
Sign and register
Sign your documents and complete the required registration and property steps.
Published prices for cases within our standard service scope.
Most straightforward cases fit. If yours doesn't, the questionnaire will tell you, and we'll arrange a free remote consultation by phone or video so an expert can advise you and explain the cost before you commit.
Within scope
- You live in England or Wales and your property is there
- One or two people setting up the trust
- As many beneficiaries (the people who benefit) as you need
- Flats and estate homes where a management company must approve changes (we can deal with them for £300, or you can)
- Your home, held in the trust (other assets are priced individually)
- Our standard trust wording, with your choices of trustees and beneficiaries
Needs an expert consultation
- Property with a mortgage (needs an extra legal document)
- Rental or investment property, business or farm assets, or property outside England & Wales
- Changing or ending an existing trust
- Beneficiaries (the people who benefit) who are vulnerable or receive means-tested benefits
- Inheritance tax planning or calculations
What we do, and what you do.
Your package covers the items you choose. Here's exactly what comes with every trust deed, and the steps that stay with you.
Included with every trust deed
- One round of amendments to your draft before you sign
- Up to 30 minutes of support by email or phone about your documents, within 90 days of receiving your draft
- A plain-English summary of what your documents do
- A step-by-step signing guide
Changes after signing are priced separately: changing your trust costs from £800 for one person or £1,200 for a couple, and changing your trustees costs from £250 per trust. Advice and any extra support beyond the included 30 minutes are charged at our hourly rate of £160.
Later on, reprints are £15 per pack by first class post or £20 by special delivery. If we need to retrieve your stored documents at a later date, there's a £15 admin retrieval fee.
Steps you complete yourself
- Give us full and accurate information in your instructions
- Provide identification and proof of address for everyone setting up the trust and every trustee (the people who look after it)
- Sign and get your documents witnessed exactly as the signing guide says
- Return signed documents to us within 30 days
- Complete any required document or step you chose to do yourself: the Land Registry application, HMRC registration, declaration of solvency, first trustee meeting minutes or letter of wishes
- Tell your mortgage lender and home insurer where required
- Write up a short yearly record of the trustees' decisions (required), unless you add our yearly minutes service
- Keep your trustees informed and review your trust every 5 years
Who prepares your documents. Your trust is prepared by our team of qualified estate planners, working alongside solicitors regulated by the Solicitors Regulation Authority (SRA). A solicitor drafts and reviews your documents before the drafts are sent to you. Once you've approved them, your documents are issued by the regulated solicitor. You also get a plain-English summary, so you know exactly what you're signing.
Found it cheaper? We'll beat it.
Show us a written quote for the same documents and services from another provider in England & Wales and we'll beat it.
The quote must be for the same service: the same documents and services, with the same scope. Terms apply.
What's the difference between the nrb trust and the rnrb trust?
Both put your home into a trust now. The difference is the size of your estate (everything you own).
The nrb trust (nil-rate band trust) is our standard trust. The nil-rate band is the amount you can leave before inheritance tax applies, normally £325,000 per person. This trust suits estates expected to stay within it.
The rnrb trust (residence nil-rate band trust) is for larger estates. The residence nil-rate band is an additional allowance of up to £175,000 per person when a qualifying home passes to children or other direct descendants, subject to eligibility. This trust comes with matching wills, called IPDI (immediate post-death interest) wills, written to help keep that allowance.
Our screening suggests which one usually fits. We then check how you own your home and which tax-free allowances you have before you pay.
Why are your prices itemised?
So you only pay for what your case needs. If you're happy to post your own documents or register the trust yourself, leave those items out. If you want us to do them, add them and you'll see the price straight away.
Do I need to speak to someone before I order?
No. You can build your package and submit your instructions online. If you'd like one of our experts to advise you on which trust is right, add an advice session. It's priced separately.
What's the difference between a will trust and a lifetime trust?
A will trust is written into your will and starts when you die. A lifetime trust starts now: you move your home or savings into it while you're alive, and the people you choose (trustees) look after it.
Will a trust stop my home being used to pay for care?
No one can promise that. Councils can look at why and when assets were moved. An advice session will cover what a trust can and can't do in your case.
What are Land Registry fees?
Official fees charged by HM Land Registry when your home is put into the trust or its title changes. We pass them on at cost and show an estimate for your property value in your package before you order.
What if my case is outside your standard scope?
Some situations need more care, such as a mortgage on your home, rental or business property, or a vulnerable beneficiary. Our questionnaire picks these up. Instead of an online quote, you can request a free remote consultation by phone or video. One of our experts will talk it through, advise you, and tell you the cost before you commit to anything.
Who prepares my trust?
Our team of qualified estate planners, working alongside solicitors regulated by the Solicitors Regulation Authority (SRA). A solicitor drafts and reviews every document before your draft reaches you. See who prepares your documents.
The words you'll see, in plain English.
- Trust
- A legal arrangement where people you choose look after your home or money for others.
- Settlor
- The person who sets up the trust. That's you.
- Trustees
- The people who look after the trust and make decisions about it.
- Beneficiaries
- The people who benefit from the trust, often your children.
- Estate
- Everything you own, including your home, savings and belongings.
- Lifetime trust
- A trust you set up now, while you're alive.
- Will trust
- A trust written into your will. It starts when you die.
- NRB: nil-rate band
- The amount you can leave before inheritance tax applies, normally £325,000 per person.
- RNRB: residence nil-rate band
- An additional allowance of up to £175,000 per person when a qualifying home passes to children or other direct descendants, subject to eligibility.
- IPDI wills
- Short for immediate post-death interest. Wills written to work with the rnrb trust.
- Splitting joint ownership (severance)
- Changing how a couple owns a home so each person owns a separate share they can pass on.
- HM Land Registry
- The government office that keeps the official record of who owns property.
- HMRC Trust Registration Service
- The tax office's online register. Most trusts must be added to it by law.
- Letter of wishes
- A personal note to your trustees about how you'd like things handled. It isn't legally binding.
Send us your package.
We'll email you our instructions form about your property, trustees and beneficiaries, and confirm your package. You pay once we've checked your case is within our standard scope.