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Pension Shortfall Calculator

Aiming to help you see a clearer picture of your projected retirement income, compared to the income you are targeting.

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We are authorised by the ICAEW to carry out the reserved legal activity of non-contentious probate in England and Wales. Complaints refer Legal Services Ombudsman. Professional Indemnity cover is held and ICAEW also have a compensation fund. The following individual services are offered, and can be combined as you wish: Inheritance tax planning/Acting as Executor/Trustee IHT calculations/Obtaining Probate Administration of estate/Deeds of Variation The Basis of Fees are either time engaged and or fixed price when fixed price it depend on the Will/ or lack of and the assets lowest probate fee is £875 plus costs next level 1% of the estate value for more complex such as no will matters usually 3% of the estate value. Ensuring Gifts qualify.

The Beacon Private Trust is a trading name of ellerd Investments Ltd who in turn is registered with the FCA 125196

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