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We specialise in : Drafting your Wills, Lasting Powers of Attorney, Discretionary & Other Will Trusts, Probate Matters, Wills Storage, Funeral Plans and Estate Planning
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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.
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.
A smooth and highly professional Will writing experience with Balance, from start to finish – a world of difference between the previous firm we used and Balance. Shandip was extremely knowledgeable, flexible and patient throughout our Will writing process, carefully guiding us through the myriad of things to consider during estate planning. He worked around our circumstances, including being flexible out-of-hours for phone or face-to-face consultations, engaging in clear and concise communication every step of the way. We first met Shandip at a St Luke’s Hospice event, where he regularly volunteers to give estate planning presentations. So it was even more endearing to learn, on conclusion of our experience, that Balance donates a proportion of our fees to the British Liver Trust. Thank you for a great experience, Shandip!
VP & DP, Client
Shandip Shah at Balance Consultancy was extremely efficient at offering myself advice and information on the drafting of my Will. I found him to be incredibly approachable at dealing with such a sensitive matter which I found reassuring and he was very prompt at answering any queries I had.Shandip wrote and stored my Will for me and I found the whole process to be very smooth and straightforward.I wouldn’t hesitate to recommend Shandip at Balance Consultancy to my friends and family.
I am happy I chose to go with Balance Consultancy for the writing of my Will. Shandip was very helpful and gave me a lot of food for thought in reference to my estate, my children, my future husband and potential family adjustments. I highly recommend their services, they exceeded my service level expectations…
CC, Company Director, London
“Shandip is an absolute joy to work with. He is honest, courteous and very hands on. Shandip is always willing to go the extra mile to make what can be a stressful process a whole lot easier. He regularly travelled to my house to explain things face to face to ensure I completely understood all the details. He also wrote as many drafts as it took to ensure I was completely satisfied and always took my calls to clarify or reassure me about any points. I cannot recommend Shandip highly enough.”