The Moneta Partnership Ltd was formed in 2004 with the aim of providing high quality advice on Inheritance Tax and asset protection and writing Wills.
The directors are Ruth Cole (Chairman)and Roger Cole (based in Ruislip, Middx.), Derek Lindsey (Finance Director, based in Ilford, Essex), David McIntyre (Secretary, based in Braintree, Essex), John Hughes (based in St Albans, Herts.) and Martin Power (based in Grays, Essex). All the directors (with the exception of Roger Cole) are consultants.
In addition we have a consultant in Derby (Kim Kimberley).
All of our consultants are Fellows of the Institute of Paralegals. We comply with the Institute's Code of Conduct, which includes attending a minimum number of hours of external training each year (with our own in-house training in addition). This enables us to carry Professional Indemnity Insurance of £2million.
All initial consultations are free and without any obligation.
The Moneta Partnership Ltd has close contacts with tax specialists, conveyancers, solicitors, financial advisors, etc. who can provide help and advice if needed in special situations.
We have 2 sister companies. Moneta Probate Ltd provides probate and estate administration services. It is important to ensure that all post-death administration activities are carried out efficiently. This includes valuing assets, settling debts, preparing Inheritance tax returns and paying any inheritance tax due, finalising the tax affairs of the deceased, applying for probate, realising assets, paying legacies, distributing the reside and setting up trusts. Moneta Probate Ltd can help with all of these procedures. In particular on the first death of a married couple or civil partnership it is essential to maintain correct records for the survivor to be able to use any unused portion of their partner's Nil Rate Band.
Our consultants will meet the bereaved for a free consultation and will then give an estimate of the costs, based on the expected time to complete the administration of the estate and the value of the estate.
Our other company is Moneta Document Storage Ltd ("MDSL"). If your Will cannot be found then either a previous Will might be used or you will be deemed to die intestate. So it is important to keep your Will safe. MDSL can store your Will and other documents in a secure and insured facility for a small annual charge.