Contact Us Today: 0203 837 0099 | 07780 690432
Email: info@balanceconsultancy.co.uk

Useful Information

We specialise in : Drafting your Wills, Lasting Powers of Attorney, Discretionary & Other Will Trusts, Probate Matters, Wills Storage, Funeral Plans and  Estate Planning

Get in touch

A Professional Will Writing and Estate Planning Consultancy based in Devonshire House, 582 Honeypot Lane, Stanmore, Middlesex. HA7 1JS.

``I believe clients should be helped and advised...``

I believe clients should be helped and advised and however long it takes is never ever an issue, it must be right and you must be comfortable and fully satisfied with the outcome.

I will visit you and discuss your requirements in the comfort of your own home or office to suit your needs, face to face advice is best. I am able to come and visit you at a time which suits your working hours. Evenings and weekends are possible as well as daytime appointments. Nationwide coverage (England only).

I do not accept telephone instructions to prepare any documents from clients who I have never met as a standard rule at Balance Consultancy.

Balance Consultancy provides a full signing and witnessing service (attestation) where required, in addition we offer a Will storage facility which is completely FREE for all Wills drafted by Balance Consultancy.

All our UK Wills, Trusts and Lasting Powers of Attorneys are drafted by our in-house specialists so you can be assured of a first class professional service. For your added protection our Professional Indemnity cover is £2.5m per Will (not that we feel you will ever need it).

We are fully authorised by our professional body, The Society of Will Writers & Estate Planners and we adhere to their Code of Conduct. To check my credentials with the Society please CLICK HERE. The Society can also be called on 01522 687888.

I am a Probate Consultant with the Kings Court Trust based in Bath. Please CLICK HERE for further information. You can call them on 0300 303 9000. Please quote reference 6271 for quickness.

Shandip Shah
Principal – Balance Consultancy

In the know...

It is a fact: many people dread the thought of making a Will and have a great reluctance to come to a decision as to how they would like their possessions to be distributed when they pass away. Nearly 70% of the population eligible to make a Will, do not have one.

There is a commonly held belief that if you die without a Will (intestate), then all your assets simply pass on to your spouse. This is not true and you need to read our section on dying without a Will. Dying intestate generally will mean your assets will not be distributed as you probably wished to. Needless to say the amount of delay, grief and distress this sometimes causes to those who you leave behind. On a tax point of view, dying intestate often results in far greater tax than is necessary. The moral is to draw up a Will now and don’t leave your loved ones to pick up the pieces.

Protecting your children’s inheritance

Register your Lasting Power of Attorney

Dealing with a Probate

Five good reasons to make a Will

It’s all too easy to put off making a Will but the difficulty is that we never know when it may be needed. Experience shows that families who don’t plan ahead to cope with death or illness suffer higher levels of stress, expense and delay compared to families with the right legal and financial protection in place. Making a Will can give you peace of mind that your loved ones are protected.

  1. You decide who inherits – not the Government!
  2. Choose people you trust to act as your Executors
  3. Appoint Guardians to look after young children
  4. Avoid unnecessary exposure to Inheritance Tax
  5. Have peace of mind and reduce the potential for family conflict
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810

Quick, Efficient and Thorough to follow up

N.S., Quick, Efficient and Thorough
810

Balance Consultancy did a very good job in explaining the process of making a Will and Lasting Powers of Attorney and were very efficient and prompt in executing all the paperwork. They explained the various stages of the process very well.

S & G – Harrow, London, Very Efficient & Prompt in the Execution Process and Explanations
810

Shandip Shah of Balance Consultancy, was referred to me by my accountant and I found the service Shandip provided with diligence and care, very comforting. He was very informative about the whole process of the “will writing” and flexible in his approach. This made it very easy for me to get this “legal” formality covered in no time at all. Something that I had been putting off for the last few years. Thank you for your efficiency and professionalism Shandip.

V. S, Diligence and Care Provided & Very Comforting
810

I need to share that I have been impressed and happy with the service given by you and making me feel at ease in advising me. I highly recommend you .

H. C - London, Impressed With The Service Given
810

We have been very happy with the professionalism and operation of the Balance Consultancy in dealing with the production of Lasting Powers of Attorney for the two of us – a very smooth process from initial discussions in our own home to shepherding them through the Office of the Public Guardian and delivering them to us when certified. Thanks due to Mr. Shandip Shah.

Client - Rickmansworth, Professionalism Service Provided