£495
Our fee is simple. We charge £495 to set up and manage a personal injury trust. There is no additional VAT, and no other hidden costs.
What do we do for £495?
- Carry out an initial review to determine the claimant’s benefits, savings and general financial position.
- Advise on the structuring of other savings or debt repayment in order to maximise benefit entitlement and efficiency of the trust.
- Consult with co trustees about their involvement.
- Draft the personal injury trust along with associated bank account documentation.
- Arrange a trust current account with chequebook facility, and separate savings account if appropriate.
- Write to local authorities / benefits offices to ensure that benefits are continuous and unaffected.
I started using Mutual Financial
around 3 years ago after
becoming disappointed with the
service I received from one of
the bigger firms. They strike the
right blend of professionalism
and a personal touch, my clients
always feel comfortable when
dealing with them.
- Mr M Managing Partner
- Mr M Managing Partner