01276 94 20 20

The Substation, Bridge Road, Bagshot, Surrey GU19 5AR

  • White LinkedIn Icon
  • White Twitter Icon
  • White Facebook Icon

© Surrey Oakmont Ltd  Registered in England and Wales No10836119

 

Will Writing

 A correctly drafted Will allows you to nominate people you trust to look after your children,  choose who should administer your Estate, name the people you want to benefit , leave specific gifts of items or fixed sums of money, direct funeral arrangments and create Trusts to help preserve your assets for future generations.

 

If you are domiciled in England or Wales and die without a valid Will, the State makes decisions about who should inherit your estate. If you have children that are under the age of 18, the State makes decisions about who will take care of them, their living arrangements and management of their education and finances.

Lasting Power of Attorney

If you suffer an unexpected illness or accident leaving you unable to manage your own affairs, you will need somebody you trust to make decisions for you.  A lasting power of attorney (LPA) gives another individual or individuals the legal authority to look after specific aspects of your financial affairs, health and welfare. You can only set up a Lasting Power of Attorney when you have mental capacity. Once you've lost capacity, it's too late. Even if you are married or in a registered civil partnership, your next of kin have no automatic legal right to look after your affairs for you.

Trust Preparation

By combining a fundamental understanding of the big picture with the complexity of your personal requirements, Surrey Oakmont provides solutions to meet your needs. Constantly reviewing tax and law changes, Surrey Oakmont is involved in some of the most innovative, sophisticated, and comprehensive Trust planning available

Funeral Planning

A pre-paid funeral plan is a means by which you can fix the cost of the funeral director’s fees and services, meaning that no matter how long you live there will never be anything further for your family to pay towards them.

In addition to saving your loved ones’ thousands of pounds, potentially, against the cost of a future funeral - a pre-paid funeral plan has the additional benefit of allowing you to dictate the format of the funeral, thus eliminating the uncertainty that can often cause bereaved families additional distress.

Secure Document Storage

Original documents held within our  storage facility. 24 hour security and vaults resistant to fire and water damage. Will documents are also registered with the national Will archive.

Probate

Dealing with someone's estate can be extremely complicated. Especially at such a difficult time. Recognised as one of the leading experts in this field, we outline the entire process in simple terms and are there for you every step of the way.