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Signum · Valoren’s own specialist desk

The specialist desk.

Most of what Valoren does, you do yourself — the records, the walkthroughs, a will drafted from your own answers. This page is for the moments that want more: a professional outcome, prepared for you and coordinated through named regulated professionals, with the scope and the fee fixed before you commit.

Intake is free. If you do not need us, we will tell you.

23 published services · fixed fee, shown before you commit · estate administration quoted per matter · England & Wales

SignumSPECIMEN
Service engagement memo
Service · Single lasting power of attorney

A named specialist drafts and registers your Lasting Power of Attorney.

ScopeLPAs & advance decisions
Fee£395 + £92 OPG fee
RouteRoster specialist
QuoteFixed, in writing, before you commit
Signum
The specialist desk
Prepared
Standard Index Group● Fixed fee
§1

When you don’t need us.

The boundary is deliberate. What we do, and what we refuse to do, drawn explicitly — because the fastest way to lose a family’s trust is to sell them something they did not need.

I
Valoren does
Coordinate. Register. Prepare. Dispatch.
  • Capture the 33 records that govern an adult life
  • Maintain them through an annual review
  • Compose prepared documents from your records
  • Prepare professional outcomes through the desk — scoped and fixed-fee, coordinated through named regulated professionals
  • Brief regulated professionals on your behalf
  • Activate protocols when you cannot
II
Valoren does not
Advise. Hold funds. Act as a fiduciary.
  • Provide regulated financial, legal, or tax advice
  • Recommend specific investments or products
  • Hold client money, securities, or assets
  • Act as an executor, attorney, or trustee for you

The boundary keeps Valoren honest — and keeps you protected.

§2

Three doors. Most people only need the first.

Nothing on this page duplicates what you already hold. Start with the door that matches what you have today; the third exists for the work that needs a professional’s hands.

Door one
Already yours.
If you hold The Household Continuity Dossier or The Estate Standard Seal, the records, the Advisor, the walkthroughs and the annual cycle are already included — nothing on this page duplicates them.
The Household Continuity Dossier £195 first year → £99/year · The Estate Standard Seal £495 → £199/year
See what your tier includes
Door two
A pack does it.
One situation, one prepared pack, one price — the Executor’s First Hour, the readiness reviews, a will drafted from your own answers.
Executor's First Hour £179 · Estate Readiness Audit £79 · Caring for a Parent £79 · A will £149
See the packs
Door three
The desk takes it over.
Where the work needs a professional’s hands — drafted instruments, registrations, support through an estate’s administration. Fixed fee, scoped at intake, coordinated through named regulated professionals.
23 published services · estate administration quoted per matter · intake free
Open the register
§3

The register.

Every published engagement, grouped, with its fee shown before you commit. The prices on this page render from the same register the desk works from — nothing here is typed by hand.

Every price is the total you pay — VAT, where it applies, is included. Court and registry fees are passed through at cost, and always shown before you commit.

Wills

The document itself, from a simple will to trust structures.
WIL-03Available now
Trust will — single
A will containing a discretionary or life-interest trust, drafted from your instructions and solicitor-reviewed.
£795
Start by email
WIL-04Available now
Trust wills — mirror
The same, as a matching pair for a couple — each a complete will.
£1,195
Start by email

LPAs & advance decisions

Authority for the years you may not be able to give it.
LPA-01Available now
Single lasting power of attorney
One LPA — property & affairs or health & welfare — drafted from your instructions, checked, and registered with the Office of the Public Guardian.
£395
+ £92 OPG fee at cost
Start by email
LPA-02Available now
Both LPAs, one person
Both documents for one person, prepared together so the appointments and instructions agree.
£645
+ £184 OPG fees at cost
Start by email
LPA-03Available now
Couple bundle — four LPAs
All four documents for a couple, prepared and cross-checked as a set.
£1,095
+ £368 OPG fees at cost
Start by email
LPA-04Available now
Advance decision (living will)
An advance decision to refuse treatment, drafted to sit correctly alongside a health & welfare LPA.
£245
£195 with any LPA
Start by email
LPA-05Available now
Attorney operation pack
For a newly acting attorney: bank and provider registrations mapped, a decision log, and an expenses ledger — set up properly from day one.
£295
Start by email

Trusts

Created properly, run properly, filed on time.
TRU-01Available now
Lifetime trust deed
A discretionary, life-interest or disabled person's trust, drafted and solicitor-reviewed, with HMRC trust registration included.
£1,395
Start by email
TRU-02Available now
Declaration of trust
Records who owns what share of a property — fixed or floating — before it ever needs to be argued.
£395
Start by email
TRU-03Available now
Trust registration (TRS)
Your trust registered with HMRC's Trust Registration Service, correctly and on time.
£295
Start by email
TRU-05Available now
Trust tax return (SA900)
The trust's self-assessment return, prepared and filed.
£395
£295 with annual administration
Start by email
TRU-06Available now
Ten-year and exit charges
The ten-year anniversary or exit calculation done properly, and the IHT100 form filed with HMRC.
£950
£1,450 where tax is payable
Start by email
TRU-07Available now
Deed of variation
Redirects an inheritance within two years of a death. The inheritance-tax and capital-gains elections are included as standard.
£795
£1,295 complex
Start by email

Inheritance-tax planning

Legitimate planning, documented so it survives scrutiny.
IHT-02Available now
Gifting programme
A lifetime gifting plan with the seven-year clock mapped — and the gift ledger your executor will one day be asked for.
£695
+ £195/yr ledger
Start by email
IHT-05Available now
Charitable giving & the 36% reduced rate
The calculation that qualifies your estate for the lower 36% inheritance-tax rate once a tenth of it goes to charity — worked out, and drafted to claim it.
£645
Start by email

Pensions & later life

The overlooked estate — pensions, care, and the 2027 change.
PEN-05Available now
Pension death-benefit claim administration
The forms chased, the evidence gathered, and the scheme's own options set out factually — administrative support only. Which option to take is never a decision we make for you.
£495
administrative support only — never advice on which option to take
Start by email

Deputyship & Court of Protection

When capacity is lost without an LPA in place.
DEP-04Quoted by email — short intake, no call needed
Court-authorised gifting for someone who's lost capacity
Getting the Court of Protection's permission to make gifts on behalf of someone who can no longer decide for themselves — the clinical assessment and court time are part of the quoted fee, not extra.
from £3,450
quoted
Start by email

Estate administration add-ons

The pieces of an administration, priced singly.
EA-01Available now
Statutory creditor notices
Section 27 notices placed in The Gazette and the local paper, protecting the executor from unknown claims.
£95
+ notice costs at cost
Start by email
EA-02Available now
Formal estate accounts
Estate accounts prepared for the beneficiaries' approval — the document that closes an administration cleanly.
£795
Start by email
EA-03Available now
Estate tax returns in administration
The estate's income-tax and capital-gains position during administration, prepared and filed.
£495
per return
Start by email

Property (title & tenancy)

Title work after a death, priced by the piece.
PRO-01Available now
Deceased joint proprietor (DJP) title update
Updating the Land Registry title after a joint owner dies — including the second-trustee appointment a restricted title sometimes requires, which a bare filing would miss.
£145
Start by email
PRO-03Available now
Property assent (AS1)
Transferring the deceased's property into a beneficiary's name once grant is issued — checked against the mortgage, insurance and title traps that catch DIY attempts.
£695
Start by email

Digital estate

Crypto and digital assets — recorded so an executor can actually reach them.
CRY-01Available now
Crypto & digital-asset estate structuring (pre-death)
A worksheet recording where your crypto is and how an executor would reach it — solicitor-reviewed, never holding your seed phrase or keys ourselves, location and route only.
£445
templated custody worksheet + access-instruction drafting, solicitor-reviewed — excludes will/LPA clauses and tax advice
Start by email

Probate & estate administration

When an estate must actually be administered.

The grant, the tax account, the full matter — carried out by the qualified professional whose authorisation covers it. A fixed written quote before any work begins, scoped at intake — online or by call.

Grant of probate only
Obtaining the grant of representation — you handle the estate yourself once it's issued.
Quoted per matter
Full estate administration — straightforward
The whole matter, end to end: grant, assets collected, debts settled, estate distributed.
Quoted per matter
Full estate administration — complex or taxable
Estates with inheritance tax, property portfolios, business interests or cross-border elements.
Quoted per matter
IHT400 account only
The full inheritance-tax account prepared and delivered, where that's the one piece you need done properly.
Quoted per matter
§4The mechanism, not a clock

How an engagement runs.

Four steps, in the order they happen. No response-time theatre — the promise is the shape of the work: a free intake, a written scope, a fixed fee, and finished instruments at the end.

IIntake.
Free, in writing, no appointment. You tell us the situation; we tell you honestly whether it needs the desk at all.
IIScope.
A fixed fee and a written scope before you commit to anything.
IIIPreparation.
The desk prepares; where regulation requires, the work is concluded and signed by named regulated professionals.
IVDelivery.
Finished instruments, and a clear record of what was done.
§5

Form help is free. It stays free.

79 government-form walkthroughs — probate, inheritance tax, registration — free, no account, no card. If a form is all you need, that is all you need.

IHT400Inheritance Tax accountFree walkthrough
PA1PProbate application (with a will)Free walkthrough
BSP1Bereavement Support PaymentFree walkthrough
IHT401Domicile outside the UK (and IHT401a: long-term UK residence)Free walkthrough
IHT402Transfer unused nil rate bandFree walkthrough
BD8Notification of death (DWP)Free walkthrough
D1Cancel a passport after a deathFree walkthrough
D40Notify DVLA of a death (driving licence)Free walkthrough
All 79 walkthroughs
FAQ

The desk, questions answered.

Usually not — and we say so. Straightforward estates run on records and walkthroughs; the free intake exists to tell you which side of that line you are on before any money moves.
From the published register. The fee is fixed and agreed in writing before the engagement opens — there is no hourly meter, and anything outside the scope is quoted before it happens, never after.
The desk prepares the instruments and coordinates the matter; where regulation requires a qualified professional, the work is concluded and signed by named regulated professionals.
Anything that needs a court, a dispute, or regulated financial advice goes to the right professional — introduced honestly, not absorbed.

The boundary section above is the full list, and it is deliberate.
Yes — so you never re-state facts you have already recorded. Nothing is shared with the desk until you choose to share it.
Keep them. The desk prepares and organises; plenty of engagements end with a pack your own solicitor takes forward.

STEP and the Chartered Institute of Taxation both keep public directories of independent advisers — neither pays Valoren a referral fee.
Boundary

Signum is Valoren's own desk — when you instruct Signum, you are instructing us, and this page tells you so rather than dressing it up as an independent recommendation. Valoren is not itself an SRA- or FCA-regulated firm; where regulation requires a qualified professional, the work is concluded and signed by named regulated professionals. Guidance on this page is not legal, tax or financial advice.

Start a free intake

Free intake · fixed written scope · England & Wales

Intake is freeFixed fee before you commitIf you do not need us, we will tell you

Or write to advisors@valoren.uk — a person reads every email.

The broader system
An engagement is one door in a larger record.

The desk prepares an outcome. Valoren's household record is what makes the next one cheaper — the facts already held, the people already named, nothing re-stated.

Continuity layer

What this becomes inside Valoren

Stored in your records system

The information you've just shared lives in your Valoren records — encrypted, organised, ready when you or your trusted person needs it.

This page is one part of a larger system.

A document decides what happens once. Valoren's 33 records cover everything your executor needs to actually act — held current, visible to the people who need them.

Kept current for you

Tax thresholds change. Pension rules change. Family circumstances change.

Your records system updates the relevant outputs when they do — no need to redo this.

Surfaced when it matters

The right document for the right moment. Day-one of a bereavement. A capacity event. An executor's first hour.

The system already knows what to produce.

Visible to the people who need it

Your trusted person sees what you've chosen to share, when you've chosen to share it.

No password handover. No "where are the documents." A real continuity layer above your will.

Find this again

We'll email you a link back to this page — no need to search for it later.

Send me a link to this page by email — a one-off message, then nothing else unless I ask.

One email · then we stop · Privacy
Most people start with The Household Continuity Dossier — 14-day full refund, cancel any time in two clicks.
Practical guide, not legal advice. Prepared 24 August 2026. ES-2026.
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