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Costs for Tipi Wills & Planning,
Mediation & Empowered to Talk Services

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NEW  FLEXIBLE INTEREST FREE  STAGED PAYMENTS   MODERNISING LIFE PLANNING   Accessibility through breaking down barriers

NEW INTEREST FREE FLEXIBLE STAGED PAYMENTS MODERNISING LIFE & ESTATE PLANNING   Im committed to breaking down the barriers that prevent you progessing with the planning you would like to do. In addition to the resolution services, I am pleased to announce the introduction of interest free staged payments from the beginning through to follow up and further instructions. Ask about paying your bill in staged payments. This will require an initial minimum proportionate payment and allow the balance to be split over time invoiced and paid monthly through to follow up and/or further instructions.  The period agreed will be subject to the client's work instructions.  Aministration fees may apply.  (We aim to keep this a low cost facility which relies on payments being timely and settled in full. Will be subject to debt recovery process on payment default and all associated costs). Our aim is to facilitate you, enabling you to achieve all your planning goals.  This can continue over any time period from the beginning of your instruction through to the follow up.  This may enable you to put your affairs in order in the way you would like or need.

We wish to break down the barriers that prevent you dealing with essential and sometimes difficult, life plannng matters.  Offering resolution services and staged payments we hope will go some way to encourage you to overcome issues that may be preventing you from putting your planning in place.  The consequences when you do not can be a much greater challenge than dealing with the planning now. 

We aim to provide clarity, transparency and very competitive prices. If there is anything you need to know please call or email info@tipiwills.co.uk.  If we are busy dealing with another client, we will get back to you as soon as we can.  Our contact details are not hidden away, they are displayed fully at the top on every page and you will speak to a real person not choose a number to do so. 

Current Offer : Documents purchased per person to a value over £800 in a 6 month period will entitle you to a refund of the standard Will price of £99 where you have made a Will with us costing £300 and over.  Combine that with the discounts on offer to make great savings

​Note:  a standard Will is a "simple will giving all property to another of full age absolutely" and is the basis of a Will with no other clauses. 

Mediation  (Now Isle of Wight Mediation website coming soon)

Civil & Commercial Mediation

Facilitative & Transformative interpersonal mediation

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NEW  Empowered To Talk pre mediation

Preventative  De-escalation 

Difficult / Sensitive Agreement

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Where there is no monetary value and agreement or resolution is needed:

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We ask you to commit to a minimum charge of three hours:

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Each party pays:

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Family relations / Decisions / Agreements /

disputes relating to Wills & Estate

Planning  or Healthcare Planning                £150 ph

Contentious Probate                                    £200 ph

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SME Business workplace resolution           £160 ph

SME Business disputes/contract                £190 ph

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Medical workplace resolution                     £180 ph

Medical patient and healthcare disputes   £190 ph

Medical negligence disputes                     £200 ph

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Community Disputes                                   £190 ph

For further types of dispute resolution please contact us to discuss

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Mediations that lead to a further mediation (eg to agree a settlement, review a plan of action, monitor progress etc) will receive a 20% discount on the additional mediation. 

 

A half day mediation consists of 4 hours

 

A full day mediation consists of 8 hours

Participants may ask for breaks any time they wish.  Its your day.

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It is usual for payment for mediations to be paid 7 days prior to the mediation date. 

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Pro Bono mediations are sometimes available as a one to two hour time slot (but is subject to availability). These are agreed subject to need and circumstances and you are invited to contribute to costs if you can.  (Outside costs will be chargeable such as venue hire and travel).  Can be in person or by zoom.   Please enquire.

Mediation facilities are becoming mandatory in numbers of circumstances and its use continues to grow.  The demand on mediators continues to grow.  Consider taking advantage of this growing service and how it could benefit you or your organisation.   Disputes can impact on quality of life, stress, time, resources, sickness, profits, productivity, salaries, court time and costs and solicitors fees.  All these areas can be negatively impacted when resolution cannot be found.  Use the NEW innovative Empowered to Talk prevention service for difficult decisions, de-escalation, prevention and agreement.

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Where a Mediation has a value for settlement :

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Each party pays: based on two parties.  Where there are families which is potentially more complex, please feel free to discuss :

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                         online by video conference          Face to face

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Total amount in dispute (£)

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4,999 or less                                    £300                      £500

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£5,000 to £24,999                           £500                      £750

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£25,000 to £49,999                         £750                      £1,000

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£50,000 to £249,999                       £1,000                   £1,250

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£250,000 to £499,999                     £1,250                   £1,500

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£500,000 to £999,999                     £1,500                   £2,000

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£1,000,000 +                                  £2,000                   £2,500

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£2,500,000 +                                  £2,500                   £3,000

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£5,000,000 +                                  £3,000                   £4,000

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Each party pays based on two parties.  Where there are families which is potentially more complex, please feel free to discuss

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Mediations up to a value of £49,000 are generally expected to complete within a half day period, being 4 hours.  Values above this allow for more complex situations and allow for 8 hours being a full mediation day.  If the mediation needs to exceed the 4 or 8 hours (for example if settlement is close eg within an hour) we can agree a fee of the equivalent of the hourly rate for that days fee.  The additional payment will be made at the time.  In addition, further mediation can be discussed and agreed if required.

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If, during your 4 hour mediation, you consider a half day will not be enough time and a day's mediation is now required, subject to availability, the mediation can be agreed to continue at the additional charge of £250 making the charges no more than the equivalent charge of the next band of fees from £50,000 to £250,000.

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Please note that conversely, mediations can also be more successful than expected and conclude sooner than anticipated.

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Note:  During or at the end of, a zoom mediation you may conclude a face to face mediation should or could now take place.  On occasion participants find toward the end of the mediation, in order to achieve agreement, or facilitate ongoing repair, that face to face is now called for.  Please feel confident to suggest an in person meet and we will support exploring this.  (A 20% discount on a follow through mediation will be given whether face to face zoom or in person).

Mediation Costs

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Flexible pricing is offered to encourage you to work through your mediation to a satisfactory conclusion.  If you would like to discuss further, please contact us.

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Fees are invoiced and payable min 7 days prior to the mediation and extensions settled on the day

Any papers for the mediation must be provided 7 days prior

If your day mediation exceeds its 8hr time further time can be agreed on that day and paid at the time in order to complete as detailed above.

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If your 4 hr mediation exceeds its half day time and time allows,  additional time will be charged at your day's hourly rate if it is agreed to continue (additional payment settled on the day).

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If certain tasks or events are to be completed as agreed during the mediation, and you would like a second (or further mediation meetings) to conclude/review matters, you may book further or a finalising mediation at a discounted rate of 20%.

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Any preparation and reading that is required is included in the costs.  If any additional work is needed beyond that which is usual to be prepared or included for the mediation we can discuss to agree an additional fee

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Video meetings on the hourly rates are charged at the same rate as in person, of course there are no travel, time or hire expenses. 

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Any venue hire is not included and as such will be added to your charge  

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We generally work out of the Isle of Wight or London.  Travel costs will not be charged, but my time will be.  It is not usually necessary to charge for overnight accomodation but this may be the case if the usual accommodation is not available.

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It is not uncommon for co-mediation to be required.  This will require two mediators and can therefore affect fees.  If this is the case, we will discuss.

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Please feel free to discuss.  We aim to be as flexible as we can.

Planning Documents & Services
including Wills  LPAs  Advance Care Plan  Trusts  Advance Directive/Living Will

BREAKING DOWN THE BARRIERS TO YOUR PLANNING  If you combine the Current Offer above, with the discounts below such as ordering both Health and Finance LPA or documents as a couple, you will find you can make significant savings.  Combine that with a plan for staged payments (subject to your instructions and timescales) you may find that you can prepare all the planning documents you need, with some significant savings whilst spreading the costs.

​Call to discuss your requirements.

 

WHY USE US?  I am a small personal business working with a team of experts I have chosen.  I provide easy client accessibility and a long term relationship to support changing needs with a single point of contact.  I am a professional trained traditionally to take the time to provide a thorough personal service, which provides an effective Will/document for your needs.  I am highly regulated and insured.  I provide you with the care and attention a professional should give.  I can keep the costs to you down with flexible arrangements as I am not a large organisation that deals with swift (or not) processing, big overheads and big profits.  I use an up to date case management system to streamline documents and store your file to provide a smooth and secure service that is readliy accessible whenever further planning is required.

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 .. and not to be underestimated, you can see the phone number and email contact easily above.  I am happy to talk directly with you.  You can guarantee that even if I am busy with another client or working on solutions, I will get back to you as soon as possible.

 

Wills & Planning

Document costs include 55 minutes free for consultation / instruction taking to produce your document.  For further advice and discussion the hourly rate will apply as needed. No further costs are incurred unless you choose.  All invoices are payable within 2-7 days).  Please take note of discounts and offers

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Advance Care Plan Document in folder     £150

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Couple                                                         £250

(fixed price includes 55 minutes planning each and completion meeting if needed).

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Right to stay and die at home planning

with Document of Decisions                        £130

​(fixed price includes 55 minutes planning)

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Initial Consultation                                    Free               

Initial taking of instructions for a will           Free

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Standard Will                                               £99

Standard Mirror Wills                                    £178 (subject to client requirements)

(Includes Wholelife Review questionnaire when taking instructions)​

 

Additional Will Clauses                        From £80 

Variety of clauses such as a guardianship clause for children, pet protection and digital asset clause, substitute beneficiary long stop clauses

(All clauses and trusts are subject to client requirements and complexity)

 

Will Trusts                                                  from  £349

 

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Discretionary Trusts                             from    £349

(A gift of residue can be held for any period rather than being gifted outright, which can be useful when children are in need of protection such as drug or drink dependency)

Disabled Persons Trust                     from      £399

(A gift of residue can be held for any period rather than being gifted outright, which can be useful when a child is disabled and will need ongoing support throughout their lifetime and this trust will not affect any means tested benefits they receive)

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Life Interest Trust (sometimes known as a

Protective Property Trust)                        from £349 per Will  £649 for married couples.  

Puts the family home into trust for the children whilst allowing clients to live in the property

Right to Occupy Trust (life interest trust)         £349​

These are often used for unmarried couples to mitigate IHT.  It allows the surviving partner to "borrow" from the estate of the deceased thereby creating a debt to the estate potentially reducing IHT

Charity Discretionary Trust                    from  £75

Pet Trust                                                           £149

IOU Loan Trust                                        from  £450

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Flexible Life Interest Trust      (FLIT)       from  £525

Subject to client requirements and complexity        

A particularly flexible type of life interest trust (IPDI) and a property trust combined which can be converted to a different type of trust at any point in the future.

​(subject to client requirements)

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Severance Joint Tenancy                                  £140

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Lasting Power of Attorney for Health

or Finance                                                          £249

(subject to client requirements and additional specific clauses if needed from £80 inc 55 mins of free consultation)

​(By way of comparison a "fully advised LPA" with the co-op is currently £354 each)

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Professional Certificate Provider for LPA           £90          

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Business Lasting Power of Attorney  from  £425

(subject to client requirements and complexity inc 55 mins of consultation)      

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Discount of £50 pp where both health and finance LPA purchased per person so a couple would save £100

(fixed price includes the planning consultation subject to client requirements)

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What others may not tell you up front : Non-standard Will :  may include additional costs of specialist clauses, trust clauses, consultations for planning depending on the complexity of your requirements.  May include expert's at their own rates eg accountants for specialist tax advice. 

May include costs of additional meetings if you ask for it

If mirrored it will receive a discount.  

Costs will only be incurred at the point instructions are commenced after the client has received and signed the Terms of Business and instructed us to commence work.

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Standard hourly rate                                           £220

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Unhappy Beneficiary Consult                             £99

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Life Support Service                                           £480

From notification of a death                               

To be agreed with the client.  Approx 3 hours of work where usual hourly rate applies so is a saving of at least £180.  Further time can be agreed and capped dependent on number of hours and client requirements.               

(subject to client requirements )

(invoiced within 7 days of booking and payable within 7 days of the invoice - can be prebooked)

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Support where there is protracted probate and/or complications :  If you are in a disputed situation you may discuss mediation.  Difficulties and legal advice will be referred to our Probate experts.

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All disbursements (govt and external fees or costs) will be charged in addition to our prices

We are not registered for VAT so charges will not have VAT added

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Living Will/Advanced Decision                           £130

(Includes Advance Statement free)

Couple                                                                 £210

(does not include registration fee.  Unusually long waits are improving but it still take weeks so we recommend you consider your needs in the consultation with us for when to register)  See registration costs article (coming soon)

(fixed price includes 55 minutes planning consultation subject to client requirements)

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Letter of Wishes                                                   £120

(Includes one to three items/wishes such as funeral instructions and disinheritance instructions, thereafter it is £60 per additional item)

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Registration with the National Wills Register        £50

(costs subject to NWR updating charges)

We believe this is a must.  Executors and beneficiaries can be unaware of the whereabouts of a will so this ensures that there is execution of the will; that it therefore is correctly distributed; and ensures the whereabouts of the will is known helping to avoid any intentional supression of a will.  We will store your certificate of registration with the will and you will be sent copies and a storage card for your wallet for free.  Please also consider use of the Advance Care Plan to centralise, store and record important documents. 

We will keep you on our diary to send regular will reviews (usually annually) to give you the opportunity to ensure your will stays up to date also for free.

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All court fees / disbursements are in addition to our prices, as is usual.

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We reserve the right to change the prices or pricing structure at any time.  The price agreed with the client will remain.

I have a background of working in the NHS, the legal profession, marketing and business, predominantly in London, so I am familiar with the environments, their structures and personalities.  In addition to a Civil and Commercial Mediator I am also an Accredited Community Mediator.  My experience lends itself to an understanding and sensitivity that is useful in the types of mediation I offer.  I hope to be a mediator that all the participants may feel they can build trust to work with.

Be in control.  Be Certain

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