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All our services remain fully operational, with phone, Skype, Teams and other conference calls being conducted in place of face to face meetings. You will still receive the same high level of service with all our service agreement levels being met. If you have a family member who requires our services, we are offering all our clients a “Family Referral” scheme, so please let us know via the Contact tabs on our website and we will be happy to help. To all our partners and clients, we extend our full support and well wishes at this difficult and challenging time.
We have been providing Will writing services since 2004 and have been in the employee benefit market since 2007. We currently offer our services to over 160 corporations from a wide range of business sectors including (but not limited to) finance, pharmaceutical, engineering and media. The UK company is delivering sustained growth and we have also launched our services in Australia.
Our Company Values are at the heart of our business and we strive to deliver excellence in quality and service. Professional and trusted with efficient service, James McKenzie is a family owned business which values and invests in both staff and clients. Each company, each client and each Will are different, and we tailor our services to give a bespoke and personal delivery of the highest level. We forge long standing reliable partnerships, with companies keeping us on their benefit roster for many years.
We believe Will writing should not be a daunting experience. We take a clear and logical approach, offering two distinct levels of service rather than a confusing table of options and fees. Every client situation is different, so within the two service levels, Wills are tailored to individual family and financial requirements. We work on a fixed fee basis, so irrespective of the time taken to complete the process or the number of clauses required in the Wills, there are no hidden extras.
As a company, we also offer Inheritance Tax advice (included as part of the Will writing service), Lasting Powers of Attorney (LPAs), Pilot (Spousal Bypass) Trusts, Storage Services and advice to Executors and Trustees. Although we now have our own Probate Services, unlike many others in the profession, we always recommend our clients appoint friends or family members to act as the executors and trustees, potentially saving thousands in unnecessary legal fees after death. Furthermore, all our consultants are trained by STEP qualified practitioners and are able to advise clients on the best ways to structure their Wills, LPAs & Trusts, whilst also limiting their exposure to Inheritance Tax.