• Total transparency regarding fees is our policy and most of the work we undertake will be at a pre-advised set fee.
• We welcome you to contact us for an initial no obligation discussion or appointment, so we can advise you as to the likely cost of your matter at the outset. We make no additional charges for making home visits.
• We do not pay or receive referral fees – Our work is derived by providing good service and our reputation. We ask you to question why you are being recommended to a service provider. Is it in your best interests or because the referrer is receiving a fee?
• Where your matter maybe more complicated, or become more complicated, you will be advised at the earliest opportunity and a revised cost estimate given to you so you can decide whether you wish to proceed.
• For an estimate of the likely cost of your conveyancing transaction please make use of our fee estimate calculator.
Wills/Powers of Attorney/Probate
• For a simple single Will we charge £95 plus VAT.
• For simple Wills with Mirror wishes we charge £180 plus VAT.
• For advice on a trust and preparing a Will with a Trust we charge £350 plus VAT.
Powers of Attorney
(All figures do not include VAT)
• Property & Financial: £350
• Personal Welfare: £350
• Both Types: £450
• Property & Financial: £450
• Personal Welfare: £450
• Both Types: £600
In addition to the above the Office of the Public Guardian (OPG) fee for registration per LPA is £82. (A 50% reduction or exemption can be applied for based on the individual’s income or benefits status).
When drawing up your LPA’s we do not charge for acting as your certificate provider.
• Applying for and obtaining a grant of probate only on a simple declaration is charged at £550 plus VAT.
• We charge 0.5% of any Real estate and 3.5% of the cash estate; subject to a minimum of 1.5% of the gross estate for acting in the full administration of the estate from start to finish.
• The following is a list of the most common disbursements that you can expect to pay when administering any estate:
• Probate application fee £155.00 (discount given to professionals applying)
• Court sealed Copies of the Grant £0.50 (Per copy)
• Statutory Notice Fees (if required) Approx. £160 (will be more if the deceased did not reside on the Isle of Wight)
• Unclaimed Assets Register Search Fee £25.00
Key stages of the services and indicative timescales
• As every case is individual based on the circumstances it is not possible offer any guarantees as to timescale. Our regulator has produced guidance on the key stages of the service and we would invite you to review this information here; https://www.clc-uk.org/consumers/home-buying-process/
• The current national average is 2-3 months if there is no chain.The government have also produced a guide which we would invite you to review here https://www.gov.uk/buy-sell-your-home
Wills, Probate & Powers of Attorney
• After your initial appointment for your Will and LPA’s we would expect to provide you with draft documentation within 2 weeks.
• Generally, the time taken to obtain the Grant of Probate will take between 2 - 6 months.
• The Full administration of an estate can take up to 12 months with complex estates taking upwards of 12 months to complete.
Complaints, redress, regulatory information & Client protection arrangements
• Our Firm is regulated by the Council of Licensed Conveyancers their contact details are as follows;
Tel: 020 3859 0904
DX 42615 Cheapside
Council for Licensed Conveyancers
131 Finsbury Pavement
• Our regulator has set out a guide should, in the unlikely event you need to make a complaint or report a problem to our regulator https://www.clc-uk.org/consumers/reporting-problems/
• If you make a valid claim against us for a loss arising out of work for which we are legally responsible, and we are unable to meet our liability in full, you may be entitled to claim from the Compensation Fund administered by the Council for Licensed Conveyancers.
Terence Michael Willey & Co Ltd complies with the General Data Protection Regulations (GDPR). For the purposes of GDPR, if you provide any personal information to us, we will be the data controller.
Who are we?
Terence Michael Willey & Co Ltd is a registered Company (Company No 04338134). We are licensed and regulated by the Council of Licensed Conveyancers (CLC) under licence No. 10809. The Directors of the Company are Terence Michael Willey & Mark Andrew Willey.
We have three trading names; Terence Willey & Co. Malcolm Daniells & Co. and The Bembridge Law Practice. Which reflects the trading styles from each of our three offices. We practice in the provision of reserved legal activities, currently conveyancing and probate services, and other non-reserved legal activities (including will writing).
What information do we collect about you?
We will not collect or use personal data unless it is lawful for us to do so. The basic personal information which we may collect and process is; your Name, address (including email address), Telephone number(s), and other personal information about you held your ID you provide, such as is contained on your driving licence, passport, and any various utility bill and details of your mortgagee and your financial institutions.
How will we use information about you?
We use data processors who are third parties who provide elements of services for us. We have contracts in place with our data processors. This means that they cannot do anything with your personal information unless we have instructed them to do it. They will not share your personal information with any organisation apart from us. They will hold it securely and retain it for the period we instruct.
In certain circumstances, personal information may be disclosed to other Organisations; CLC; the Legal Ombudsman, our own insurers and their legal representatives, enforcement or government agencies or others with a legitimate interest who may keep a record of that information. We only share information where it is lawful for us to do so or because the law permits or requires us to. In most cases, we will tell you that we are sending your information somewhere else.
There are some cases where we are not permitted by law to telling you that we are sending your information somewhere else (eg where we make a Suspicious Activity Report to the National Crime Agency, and to do so may amount to ‘tipping off’).
The legal basis we rely on to process your personal data is article 6(1)(c) of the GDPR, which allows us to process personal data when this is necessary to comply with a legal obligation to which we are subject.
When we receive information containing personal information we create a new entry or update the information we hold about you on our electronic database.
How long will we keep the information?
We keep personal information for as long as necessary to meet our legal and operational requirements and to ensure we can fulfil our regulatory requirements with CLC our regulator. Our detailed information about the retention on your file will be set out in our Client Care letters and you will be asked to confirm you acceptance and confirmation of the retention of this information and the destruction of the file following the pre advised timeframes depending the type case.
How do we keep your information secure?
Under GDPR, we have a duty to keep personal data and information confidential. We take all reasonable steps to keep it secure, use it fairly and ensure that data protection safeguards are in place.
If you have any queries or concerns, you can contact us at; email@example.com
Access to your information and correction
GDPR gives you a right of access to the personal data we hold about you. These are called ‘subject access requests’ (SARs). In instances where we are not required to provide you with information we hold about you, we will let you know.
We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information you think is inaccurate.
Your right to complain
We work to high standards when it comes to processing your personal information. If you have any queries or concerns, you can contact us at; firstname.lastname@example.org
If you remain dissatisfied, you can make a complaint about the way we process your personal information to the Information Commissioner’s Office.
Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity. For further information visit www.aboutcookies.org or www.allaboutcookies.org.
You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However in a few cases some of our website features may not function as a result.
Click here to read our Complaints Procedure
This Complaints Procedure enables TMW & Co to ensure that problems, complaints or concerns raised by its clients are dealt with in a fair, timely and consistent manor.
The following information regarding TMW & Co’s Complaint’s Procedure is TMW & Co’s internal Complaints Procedure process and it is hoped that your complaint can be resolved to your satisfaction using this following procedure: -
If your complaint cannot be resolved to your satisfaction, then you have the right to refer your complaint either to the Council for Licensed Conveyancers or the Legal Ombudsman depending on the nature of your complaint as set out below: -
The Legal Ombudsman has jurisdiction to cover service-related complaints only so if your complaint relates to the service you have received and we have not been able to resolve your complaint, it should be referred to the Legal Ombudsman. The Legal Ombudsman can accept complaints up to 6 years from the act or omission or three years from when the complainant should have known about the issue. You may also refer your complaint to the Legal Ombudsman if our own Complaints Procedure has taken more than 8 weeks to complete and resolve your complaint.
COUNCIL OF LICENSED CONVEYANCERS (CLC)
If your complaint relates to our conduct, then this type of complaint should be referred to CLC.
Contact information for the Legal Ombudsman and CLC can be found on the separate sheet of this Complaints Procedure.
INTERNAL COMPLAINTS PROCEDURE FOR TMW&CO.,
1. A complaint is an oral or written expression of dissatisfaction which alleges that you the complainant has suffered (or may suffer) financial loss, distress, inconvenience, or detriment.
2. We aim to resolve any complaint you have about the service we have given you as quickly as possible. If you are unable to resolve matters with the person dealing with your case, please contact Mr. Mark Andrew Willey, Solicitor at Terence Michael Willey & Company of 27a, Cross Street, Ryde, Isle of Wight PO33 2AA – Tel 01983 811222 in the first instance setting out your complaint.
3. Once we have received your complaint, Mr. Mark Willey will write to you within 7 days to explain how your complaint will be investigated. If a complete response to your complaint has not been made by that time, you will be told the latest date by which a complete answer will be given to your complaint (this should not be more than 28 days after we have received your complaint). If you have made the complaint verbally either at a meeting or on the telephone, we will set out in our full response our understanding of the nature of the complaint.
4. The assessment of the complaint will be based upon a sufficient and fair investigation. We will explain in writing our findings and where the complaint is upheld will offer remedial action or redress. This will be actioned promptly. If you are dissatisfied with any aspect of our handling of your complaint, please feel free to contact Mr. Terence Michael Willey of Terence Michael Willey & Company of 27a, Cross Street, Ryde, Isle of Wight PO33 2AA – Tel 01983 811222 who will conduct a separate review of your complaint and you will be told about the conclusion of this review within 28 days.
5. If following the review process, you remain dissatisfied with any aspect of the handling of the complaint you may contact directly the Legal Ombudsman to ask them to consider the complaint further. In such instance please see the contact details on the separate list as set out in this Complaints Procedure.
Unless it agrees that there are good reasons not to do so, the Legal Ombudsman will expect you to allow us to consider and response to your complaint in accordance with the procedure set out above in the first instance. You can refer your complaint up to 6 months after you have received our final written response to your complaint. You can also use the Ombudsman Service if we have not resolved your complaint within 8 weeks of us receiving it. A complaint can be referred to the Legal Ombudsman up to 6 years from the date of the act or omission or up to 3 years after discovering a problem. The Ombudsman deals with service-related complaint; any conduct-related complaints will be referred to the Council for Licensed Conveyancers (please see their contact details on the contact sheet with this Complaints Procedure).
Tel No: 030 0555 0333
Address: PO Box 6806 Wolverhampton WV1 9WJ
COUNCIL FOR LICENSED CONVEYANCERS
Tel No: 020 3859 0904
DX 42615 Cheapside
Address: 131 Finsbury Pavement London EC2A 1NT