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Steele Rose Services

What we do

For further information or to arrange a visit please call – 0800 0352 781 or complete the form on our contact page.

Probate

Losing a loved one can be a very stressful and unsettling time. There are a number of procedures that need to be followed, all of which carry extensive legal guidance and often ambiguous terminology.

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Probate

Wills

Making a Will is an interactive process, so do not risk a life-time’s work by making a Will without meeting and discussing your requirements with one of our experienced consultants.

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Wills

Additional Services

Care Authority Advice

We are able to advise on care authority financial assessments, the payment of care fees and the role of social services.

Deed of Variation

A Deed of Variation can be used by the beneficiaries to change entitlements under a Will or Intestacy (most commonly for tax saving purposes) – it allows a beneficiary to re-direct his or her gift for the benefit of another individual (avoiding the same money being taxed twice). This is to be completed within two years of the date of death.

Deputyship

If a loved one is unable to manage their own affairs or make their own decisions regarding their personal welfare.

Estate Administration

Our Probate and Administration Service can provide as little or as much assistance as you need at a difficult time. We are available to answer any questions that you may have and to professionally advise you throughout; this ensures that the process is as simple, cost effective and safe as is possible.

Funeral Plans

Guaranteed Prepaid Funeral Plans that include funeral directors fees and third party costs (disbursements). No medical required.

Home Protection Trust

Our Home Protection Trust is created to protect your family home and your right of residence within your home. The purpose is to ensure that the property will pass directly to your chosen beneficiaries, after your death, with as little hassle and delay as is possible. It may also remove your home’s value from being included in a local authority means assessment for care home fees.

Inheritance Tax Savings Trust

Our IHT Savings Trust is designed to allow individuals to remove taxable assets (normally cash) from their estate to reduce the inheritance tax liability. These funds are gifted to the trust (either as a single payment or several single payments) as a lifetime transfer. The Settlor can manage the funds if they are not used to benefit the Settlor.

Power of Attorney

No one likes to think about losing the ability to manage their own affairs including handling a bank account, claiming benefits, looking after their tax affairs or transacting a house sale.

Tax

Tax matters to date of death- including the completion of repayment claim forms, self-assessment tax returns.

Will Writing

Making a Will is an interactive process, so do not risk a life-time’s work by making a Will without meeting and discussing your requirements with one of our experienced consultants.

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…in this world nothing can be said to be certain, except death and taxes

So why can both be so complicated? Probate should be easy for all, which is why we have simplified the process for you!

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