Posted: 16th November 2017 by Portcullis Legals Ltd
Our Practice Manager and Client Advisor Kelli Wakeham completed 3 hour towards her Continuing Professional Development Training last Friday after attending a seminar and training on 'Challenging NHS Funding Decisions'.
The course allows Kelli to advise clients about the complex issues of securing NHS Continuing Healthcase (CHC) Funding. This helps to ensure that clients do not need to use any...
We have new team members to introduce you to, as well as giving them the opportunity to tell you about their experience at Portcullis Legals so far.
The team members make up our Client Services Team, and are on hand to ensure our clients are well looked after and receiving first class service.
Let’s introduce them…
Yasmin Serter – Client Services Team
MD, Trevor worth has seen this literally hundreds of times over the past three decades and in his role on the Legal Services Board Advisory Panel in London… Buy cheap, you end up buying twice.
As highlighted in an articule published in ‘Professional Advisor’ by John Melville Smith, he concludes that getting your Will prepared by a professional is paramount as it ensures the necessary...
Article Credit to www.professionaladvisor.com
Nearly three-quarters (72%) of UK adults aged between 35 and 54 have failed to make a will, research from Unbiased has found.
This figure was the most striking from its findings, the adviser directory business suggested, as this age group were most likely to have dependants and other major financial commitments, such as mortgages.
More than a...
Posted: 22nd September 2017 by Portcullis Legals Ltd
MD, Trev and our Ops Director Marina were invited to a tour of the brand new Plymouth City College STEM building on Thursday (21st September 2017).
The £13m building is a regional Centre of Excellence for STEM (Science, Technology, Engineering and Maths) offering a huge range of facilities for students to study, relax and socialise. Trev and Marina were given a tour of building with...
Portcullis Legals award prize in innovation for The Plymouth University Entrepreneurship degree.
We truly believe innovation is of huge importance in the world of business, and something that everybody should be embracing in order to grow within their industry. Portcullis Legals have won The Herald Innovation Award locally and also the National Corporate Livewire Award...
Prince died without making a Will, as did Amy Winehouse and Jimi Hendrix meaning they died intestate, and their assets not neccasairly going where they wanted them to. Making a Will helps to ensure that you, rather than legislation, decide what is done with your money, property and personal posessions after your death. A recent Telegraph article by 'Remember A Charity' states how it is...
A Trust, in a nutshell, protects your possessions from Inheritance Tax Liability. (40% of you estate above £325,000). It means that the beneficiaries are the owners of equitable interests in the trust assets.
A recent example of this is with the Duke of Westminster who recently inherited £9bn, as the Grosvenor estate was placed in a trust. Within the trust, you then have a list of...
Trevor gave his opinon on Today's Wills and Probate Blog.
Whilst the talk in and around the subject of disruptive law models continues unabated and rightly so, the title of this post does not refer to IBM Watson, Artificial Intelligence or the entry from all sorts of global brands into the legal services arena. My thoughts are more aligned to the rise of apparent expertise via...
Our CEO Trevor was asked to give his view to 'Todays Wills and Probate' after the former Court of Protection judge, Denzil Lush was reported to have shared his strong stance against the Powers of Attorney System within the UK.
“Whilst fully respecting Denzil’s view gained from his first hand experience, I’m always suspicious when anyone in the public domain has a book or product...
My wife and I used Portcullis for our wills. They were extremely helpful and talked us through all the aspects that we needed to think about.
Portcullis legals are a very professional friendly company who were very thorough in our writing of wills. Nick James was very nice and came to our home at a convenient time for us. Many thanks.
We originally used Portcullis Legals after a recommendation from our Independent Financial Adviser, and found the service to be very professional and informative, no legal jargon, with some thought provoking guidance with regards our Wills. All processes and procedures were explained, plainly, but in depth, allowing us to feel confident when making our decisions. We have used Trevor and the team numerous times, covering various legal matters, since we received this superb service and have had no hesitation in passing on our own recommendation to family and friends, all, who have had nothing but praise for Portcullis.
I received such a warm and friendly welcome from Morgan and Kelly when I turned up for my appointment today. Morgan even stood up to shake my hand and said "You must be Max?" Unbelievable customer service! Highly recommended.
We met Trevor and the team and found their service to our needs second to none. We would recommend anyone to contact Portcullis Legals Ltd to help with their needs. We are not just saying this for the sack of saying it. We truly believe the Personnel service, and Professional help and advise given was second to none.
Excellent, professional service.Very happy with the service and would thoroughly recommend the firm to all my friends. Definitely a 5 star company.
I cannot say a big enough "THANK YOU" to Trevor for all your hard work, help and advise regarding my mum's estate. Your knowledge and professionalism is second to none and it has been an absolute pleasure to deal with you! Today your hard work paid off, thank you so much!!
My wife and I recently contacted our local Portcullis branch at Plymstock for guidance on writing our wills, we were recieved by Kelli Wakeham, who treated us with total respect and professionalism. She is a very able and knowledgable representative of Portcullis Leagals, and is also friendly and easy to talk with, hence the 5 star rating!
Losing a parent is a very stressful time. Finding a drafting error in my late fathers will meaning his final wishes wouldn't be carried out added another layer of upset. Reviewing my fathers will, Trevor spotted the drafting error and set about getting it corrected. Trevor and his team took my problem,dealt with it efficiently and is now completely sorted,all without my having to worry about the process. I am delighted with the outcome and would recommend Trevor and the Portcullis team without hesitation.
Excellent, patient, professional service and highly recommended for the quality of the finished documents. We're confident that our wishes are accurately captured and that our Wills will be legally watertight.
Fantastic service, staff are very helpful and friendly with a highly professional attitude. Thank you very much.
Trevor recently prepared Wills for my parents. They were very happy with the service and work received. Trevor and his team were very patient and amenable to my parents which was greatly appreciated. Highly recommended!
My husband and I first met Trevor when we wanted to write our Wills a few years ago and since then we have returned again and again to use the services of Trevor and his team. They have always been knowledgeable, professional and efficient. They use plain English, make the whole process as simple and stress free as possible and are always just a call away to clarify, explain or offer advice. The team have always provided us with outstanding customer care and genuinely care about their clients. They have a unique ability to put you at ease and make you feel you are in the company of trusted friends. We feel very lucky to have met Trevor and would highly recommend him.
Helpful, knowledgeable, friendly and professional.
Thank you for your professionalism and knowledge - you sorted out our fairly complicated wishes with care. We are very pleased and have recommended you to others.
We were very pleased with the service from Nick and the team. A very welcoming, professional and thorough experience. We would recommend.
We dealt with Nick who we found efficient, professional and total understanding of our needs. He was able to make the whole process of writing Wills painless and simple.
Trevor and his team are absolute professionals and I know my clients will always be dealt with fairly and honestly so I have no hesitate to recommend them to Portcullis Legals
Really pleased with the service. Me and sister both wanted to make separate wills. Nick James came out to our house at a time that suited us. The service was very professional and we both received our wills promptly. I would definitely recommend using Portcullis Legals.
Having never made a will before I have to say that Nick James took me through step by step on each point and option available so that I felt comfortable with the whole process. He was not only very professional but a pleasure to deal with and took as much time as was needed over any questions I may have had. I will definitely be recommending Nick to my friends and family.
Trevor was very friendly and the service was second to none. The will was drafted quickly and the amendments completed very quickly. Couldn't be more pleased.
We have always found Trevor & his team excellent. When dealing with your personal details & Will wishes, it is important to have an undividual service. Which is what we have always received, so thank you. Lili & Chris Blight
The service I have received from Portcullis Legals has been second to none. The staff are extremely helpful, friendly and knowledgeable. They made the whole process of writing my Will easy to understand and effortless. I have recommended them to several friends and family members who have been equally delighted with their service.
I highly recommend Portcullis Legals as they were very efficient, knowledgeable and friendly when they helped me with my Will. I was thoroughly pleased.
I can highly recommend this company. I have been with them for over 17 years and Trevor and his staff have been so professional and friendly. Nothing is too much trouble.
Excellent, professional service. Quick, efficient and straight forward advice with no unnecessary legal jargon or waffle. Would definitely use again.
My folks and I were really delighted with the service provided by Trevor & the team. They were professional, approachable, helpful & kept us fully informed throughout everything. I would definitely recommend Portcullis Legals!
Superb customer focus and thoroughly professional service from start to finish. Trevor ensures the whole process is stress-free and removes all the perceived fears surrounding making a Will with his expertise and reassuring manner. I can sleep better now knowing that the future of my family and loved ones is taken care of exactly as I want.
Very professional, providing excellent advice tailored to our needs.
We have worked with Trevor at Portcullis for several years now, for both our professional and personal requirements. We would not consider using anyone else. Excellent service!