Trust & Transparency

Important Information About Our Services, Regulation & Client Protection

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We believe in being clear, open and professional in how we operate.

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This page explains:

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• the services we provide
• how we are regulated
• how our fees and protections work
• how to raise a concern if something goes wrong

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Working with Us — What You Can Expect

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• Regulated, qualified professionals
• Clear scope and agreed fees
• Fully insured advice and services
• Structured delivery with defined responsibility
• A clear route to resolution if anything goes wrong

OUR SERVICES

We provide a structured range of services including:

• Accounts and tax compliance
• Business advisory
• Inheritance tax (IHT) advice and succession planning
• Probate and estate administration
• Wills and Lasting Powers of Attorney (LPAs)
  

All services are delivered through a coordinated, integrated team, with the relevant regulated entity responsible for the specific service being provided.

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HOW OUR FEES WORK

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All services are priced based on your specific circumstances.

Fees reflect:

• complexity
• level of advice
• risk and responsibility
• time and expertise required
  

You will always receive:

• a clear proposal
• defined scope
• transparent pricing before work begins

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Wills & LPA Fees

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Our fees cover:

• Will drafting
• Lasting Powers of Attorney
• Optional ongoing services (if selected)
  

Fees are confirmed in advance, include VAT where applicable (or state if VAT is additional), and explain when payment is due.
You are not obliged to proceed with any additional services.

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Probate Fees

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Indicative ranges:

• Simple estates: £2,000 – £5,000 + VAT
• Moderate estates: £5,000 – £12,000 + VAT
• Complex estates: £12,000+ + VAT
  

A tailored quote is always provided.

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PROFESSIONAL STANDARDS & REGULATION

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Accountancy, Tax and Probate Services

Provided by Somerset Accountancy Services Ltd, a firm of Chartered Accountants regulated by the ICAEW. Somerset Accountancy Services Ltd is licenced by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.

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Firm number: C008857696

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Wills & LPA Services

Provided by Somerset Accountancy Wills Ltd, a member of the IPW and operating in accordance with its Code of Practice.

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PROFESSIONAL INDEMNITY INSURANCE

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Somerset Accountancy Services Ltd

In accordance with the disclosure requirements of the Provision of Services Regulations 2009, our professional indemnity insurer is Great American International Insurance (UK) Ltd, of Second Floor, One Temple Quay, Temple Back East, Bristol, BS1 6DZ.

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The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.

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Somerset Accountancy Wills Ltd

Our professional indemnity insurer is JPM (Insurance Management) Limited trading as BEAM Insurance Solutions of 4 Harbour Buildings, Dudley Road, Brierley Hill, West Midlands, DY5 1LN.

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CLIENT SAFEGUARDS

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We operate structured processes designed to protect clients, including:

• identity verification and anti-money laundering checks
• clear written engagement terms
• defined cancellation rights
• secure handling of documents
• clear explanation of roles and responsibilities

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COMPLAINTS

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Stage 1 — Our Complaints Process

All complaints must first be raised through our internal complaints procedure.

Complaints must be submitted in writing:

By post:
Somerset Accountancy Services Ltd or Somerset Accountancy Wills Ltd
22 Wessex Park
Somerton
TA11 6SB

By email: info@somersetaccountancy.co.uk

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What to include

• the services affected
• a description of the issue or service failure
• relevant dates
• the impact on you
• the outcome or remedy sought

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What happens next

• acknowledgment within 5 business days
• investigation by a senior team member
• written response with findings and proposed resolution
• option for a second internal review if required
  

We aim to resolve complaints within 30 business days where possible.

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Stage 2 — Regulatory Review

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Accountancy, Tax and Probate Services

Complaints may be referred to the ICAEW.

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Wills & LPA Services

Complaints may be referred to the IPW, who operate an Alternative Dispute Resolution service (IPWADR).

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Stage 3 — Legal Ombudsman (Probate Only)

If your complaint relates to probate services and has not been resolved through our internal complaints procedure and the ICAEW, you may refer the matter to the Legal Ombudsman.

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OUR COMMITMENT

We aim to provide:

• structured, professional services
• clear communication and pricing
• high standards of advice
• long-term client relationships built on trust