North Yorkshire · Trusts
Trusts and Asset Protection Solicitor in Helmsley
Trust and estate planning is the work above an ordinary will.
from£450+ VAT(£540 inc. VAT)
for declaration of trust
Each piece of work is priced on its own. Planning alongside a will is £450 or £750. A lifetime trust is £1,500.
- How long
- 2 to 3 weeks
Agreed in writing first. Home visits across Helmsley at no extra charge.
How the fee works, or call 01262 310 850.
In Helmsley
What comes up in Helmsley.
Safe Harbour Legal covers Helmsley and the North York Moors villages around it, a small but affluent community where estate values are often well into seven figures once the family home, second properties and inherited Moors land are added together.
Helmsley families with several properties often benefit from a Trust: a Discretionary Trust for inheritance tax planning, a Property Protection Trust in the Will, sometimes a Family Investment Company for the next generation. At this level of estate the drafting matters, and Aaron is a Trust and Estate Practitioner (TEP).
- Home visits across Helmsley, Kirkbymoorside and the surrounding Moors villages
- High-value estates, complex Trusts and inheritance tax planning
- Familiar with the Castle Howard catchment and inherited landed estates
- Advice from a Trust and Estate Practitioner (TEP)
What it costs
Fixed fees in Helmsley.
Nothing here is billed by the hour, and the same fee applies wherever you are on the map. Court and registration costs are passed on at cost.
Every trust and estate planning fee, in full, or the whole price list on the fees page.
Where we meet
Aaron comes to you in Helmsley.
Home visits across Helmsley carry no travel fee, whatever the postcode. Kitchen table, care home or farm office, whichever suits you. Phone and video calls work just as well.
Questions
Trusts in Helmsley, answered.
Straight answers about Helmsley. The wider questions about trust and estate planning are answered on the Trusts page.
Do you offer home visits in Helmsley?
Yes. Visits in Helmsley and the surrounding area carry no travel fee, and Aaron does the visit himself.
Do you offer home visits in Helmsley?
Yes. Visits in Helmsley and the surrounding area carry no travel fee, and Aaron does the visit himself.
Do I need to travel to an office to sort my trusts in Helmsley?
No. Aaron works by home visit, phone, email and video call, so your trust can be arranged from home in Helmsley. You deal with Aaron himself, not a call centre.
Do I need to travel to an office to sort my trusts in Helmsley?
No. Aaron works by home visit, phone, email and video call, so your trust can be arranged from home in Helmsley. You deal with Aaron himself, not a call centre.
Other services in Helmsley.
Powers of attorney done with a will take £150 off the fee, once, however many documents are made. See every fee.
Will Writing in Helmsley
Probate and Estate Administration in Helmsley
Lasting Powers of Attorney in Helmsley
Everything Safe Harbour does in Helmsley, or read about Trust and Estate Planning across East and North Yorkshire.
Trusts and Asset Protection in the nearest towns: Easingwold, Stamford Bridge and York.
Next step
Take the next step at your own pace.
Or call 01262 310 850. Monday to Friday, 9am to 5.30pm.
01 · No commitment
Answer a few questions and see your plan and your price. No call needed.
02 · 15 minutes
Talk it through with Aaron by phone or video, or arrange a visit in Helmsley. Appointments are usually available within a few working days, including Tuesday and Thursday evenings, and home visits across East and North Yorkshire.
03 · Ready to go
A short form to open your file. Aaron confirms the fixed fee in writing before any work starts.