Intestacy
If you die without making a Will your estate will not necessarily pass on to whom you want.
Derek Lindsey
Tel: 020 8491 8396 
Independent professional advice:
Will writing, Inheritance Tax, Care Fees, Lasting Power of Attorney, Probate / Estate Administration
Will writing, Inheritance Tax, Care Fees, Lasting Power of Attorney, Probate / Estate Administration
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Will Writing
Wills are not just for passing on your estate. They can be used for Inheritance Tax planning, appointing Guardians for children, passing on businesses, protecting assets from care costs etc.
Long Term Care
Steps can be taken to protect assets from being sold to pay for long term care fees.
Lasting Power of Attorney
If you have mental incapacity no one (including spouses and close family) has automatic rights to take over your affairs.
Business Succession
If you are a owner of a business will it continue after your death?
Inheritance Tax
How do you reduce the impact of inheritance tax?
Document Storage
Do you and your family know where your Wills are kept?
Probate &
Estate Administration
Do you need help in administering an estate?
About the Moneta Partnership
The Moneta Partnership Ltd was established in 2005 by eight inheritance specialists (including me) working for a franchise company. We thought there was a more professional approach that could be brought to the way we worked. After finding a specialist Will writer to draft our documents for us the company was formed here.
One of the first actions of the company was to join The Institute of Professional Willwriters (“IPW”) as we wanted to show our commitment to providing a professional service. All our consultants are either Associate members of the IPW or Full members (as I am), having taken the relevant exams. Membership of the IPW means that our consultants have to undertake a minimum level of training each year for Continuous Professional Development. We also have to comply with the IPW’s Code of Conduct. This Code is one of only ten Codes approved by the Office of Fair Training and the only code of a Will writing organisation that is approved.
The Moneta Partnership Ltd provides its own in-house training for its consultants and also trains IFAs and others who the trade under their own name to take Will instructions. We also draft documents for other Will writers who are not Moneta Partnership consultants. We aim to provide annual training for our consultants (and others).
The Moneta Partnership Ltd supports the idea of regulation of Will writers and believes that with its membership of the IPW and our own training and high standards we will be at the forefront of the profession when and if regulation does come in.
The Moneta Partnership Ltd has two sister companies; Moneta Document Storage Ltd for the storage of paper documents and Moneta Probate Ltd for probate and estate administration.