Downloads
Here you will find a range of documents and helpful guides which are available for you to download.
- Appointing professional executors
- Authority to disclose death in service benefit information
- Authority to disclose policy details in deceased's estate
- Authority to forward Will and other documents to Berwins
- Authority to obtain Will
- Complaints Handling Procedure
- Deputyship Application Fact Find
- Distance selling waiver of cooling off period
- Form of Authority
- GDPR Guide (February 2018)
- Gifting the family home
- Inheritance Tax - Client Guide
- Instructions for signing your Will
- LPA fee exemption application
- Making a Will fact find
- Minimum Energy Efficiency Standards Briefing (August 2017)
- Overriding Interests Questionnaire
- Purchase Questionnaire
- Residential - Additional Services 2018Residential - Additional Services 2018
- Sale Questionnaire
- Signing an LPA
- Terms of EngagementThe current terms of engagement
- The Cost Effective Way to Divorce
- The Hidden Cost of DIY LPAs
- What is a Shareholder's Agreement?
