Category: Trusts

Why leave your …

NEW PENSION FREEDOM FUND LEGISLATION – POINTS TO CONSIDER The following information must not be considered to be either …

Sir ken dodd has last …

It is reported that Sir Ken Dodd died at home only two days after marrying his partner of 40 years, Anne Jones. Their wedding …

Why is a lasting power …

Don’t let a stranger have the power to decide how you should be treated medically or where you should be living. Don’t …

Living will or lasting …

An advance healthcare directive, also known as living will, personal directive, advance directive, medical directive or advance …

Are regular cash gifts …

The Local Government and Social Care Ombudsman has criticised North Yorkshire County Council for refusing to pay for an elderly …

Inheritance row exposed …

Police were called to a Farm in Cheshire on 6th December when Adam Scott called after a long running dispute with Jennifer Redgrave-Scott …

Barnet a hotspot for …

HMRC collected over £5bn in Britain’s most hated tax in 2016-2017. Inheritance Tax is charged at 40% on any assets remaining …

Help, i’ve been asked …

The number of people making Lasting Power of Attorney (LPA) has trebled since 2010. This is good news. LPAs allow you to …

Business lasting power …

A business Lasting Power of Attorney is a powerful legal document which allows a business owner (Donor) to appoint persons …

Case study: michael …

How Michael and Sarah secured an Inheritance-Tax-free legacy for their daughter and planned a secure retirement for themselves. …

Thinking of giving your …

If you’re thinking about transferring a house to children you should read this blog. I am often contacted by families …

Please encourage …

Estate planning is usually left to later in life. However, sometimes things happen that require you to think about it earlier. …

Inheritance tax tops …

Most Brits still haven’t considered the impact of inheritance tax despite wanting to leave assets to their loved ones. …

Office of the public …

The Office of the Public Guardian has admitted charging excessive fees for issuing Powers of Attorney in the last four years. …

Think a joint bank …

Many of us wrongly assume that if we have money in a joint account with our spouse, partner child or even business partners …

Protecting the bank of …

According to a survey by Legal & General, more than 300,000 first time buyers were helped onto the property ladder in …

Trust vs prenup

Many people are advised to set up a prenuptial agreement to secure possessions in the event of a marriage breaking down. …

Charities win landmark …

Animal charities win their case in a landmark judgment at the Supreme Court against a Heather Ilott, the woman cut out of …

Joint bank accounts …

There has been lots of debate recently about whether or not a Lasting Power of Attorney is relevant for people who have joint …

The importance of a …

I remember reading the article about Mark Pearson who realised his dream to open England’s first ever crisp sandwich shop. …

Government confirms …

Probate fees to be hiked into the thousands of pounds with increases starting at 40% for estates of 50,000 up to 9202% for …

Are mirror wills dead?

From 6 April 2017 the new Residence Nil Rate Band will be with us. It exempts the first £100,000, rising to £175,000 by …

It’s important to …

OK, so you’ve made a Will, but how effective is the planning behind it? I can’t emphasise strongly enough how important …

Regulated or …

Research by the Legal Services Board (LSB) has found that more consumers are turning to unregulated Will writers because …

What happens to your …

Unless you make it clear that you are writing your Will in contemplation of marriage then marriage will revoke your previous …

Are mirror wills …

Many couples, even after speaking with a solicitor or Will writer, opt for making mirror Wills. This usually involves  leaving …

The problem with diy …

I occasionally shop in the pound shop in my local high street. My expectations of quality are not high so I usually limit …

Can a will be changed …

The simple answer is Yes – but why would you and how? Sometimes beneficiaries are surprised by the contents of a loved …

Inheritance tax …

In last year’s summer budget the chancellor, George Osborne, announced his intention to provide additional relief from …

Are you a grandparent?

Whether you’re a new excited grandparent, or even an old hand, have you thought about how you’d like to help …

Business lasting power …

With an increasing number of people in the UK suffering from some form of incapacity, including the most prevalent Dementia, …

What happens to your …

Pokémon Go is a smartphone game which has been downloaded over 7.5 million and is now available in the UK. The aim is to …

Should i use a …

The Office of the Public Guardian (OPG) was set up to protect people who may not have the mental capacity to make certain …

How will rising probate …

In a bid to help pay running costs for courts and tribunals a new probate fee system proposes to replace the £215 flat fee …

Planning for the care …

We British are known for being a nation of pet lovers. Sadly, very few of us consider who will take care of them, and how …

Man allowed to …

When can you challenge a Will? When do you, in the court’s opinion, have a valid case and can challenge the express wishes …

No sign of …

The passing of Prince has certainly taken many by surprise and it leaves a huge hole in the music industry. However, the …

Mum knows best (on …

The non-story causing uproar in the papers recently was the revelation that David Cameron’s mother gifted him £200,000 …

Does the thought of …

What if you die and your spouse remarries?   The fact that David Cameron’s mother gave him £200,000 to avoid inheritance …

Lynda …

The story has featured in most of the press as well as television. At first it sounds like something very untoward is happening …

Understanding the role …

Discuss with your proposed executors that they are willing to accept this role before naming them in your Will. Consider …

“my children will …

But, without a Lasting Power of Attorney, this may not happen especially if Social Services and the local authority get involved… …

10 reasons not to write …

1. You’ve worked hard all your life to save for your retirement. Now that your money has outlasted you, wouldn’t it be …

Cohabiting couples

Statistics show around 42% of marriages in England and Wales end in divorce. Consequently, more people remarry for a second …

Joint tenants vs …

There are two ways to hold a property jointly, and they are as follows. Joint Tenants Holding a property with another person …

Step families and …

Why your will could lead to your family being disinherited – and why they won’t have a leg to stand on Legal disputes …

What is estate planning?

The sad truth is that one day you will be unable to take care of your loved ones either because you are incapacitated or …

What if a parent …

Family feuds, fueled by inheritance and Will dispute cases, are on a steep rise. Second marriages after property price hikes …

Will more children …

After a disinherited daughter won her case in the Court of Appeal last week there has been a media frenzy with many saying …

The dangers of not …

Thinking about a Will may not be at the forefront of your agenda – and it could certainly seem like there are far more …

Budget changes that …

Confirmed to be included in the Finance (No.2) Bill 2015 which will be published on 15th July 2015 Inheritance Tax An Additional …

Can i disinherit my …

Writing a Will is a defining moment in life; the type that should come with a backing track and soft lighting. It forces …

What happens when …

It is almost impossible to challenge whatever fee is finally imposed, as lovemoney.com reader Steve from Newcastle found …

Consider the future

I’m often asked why anyone should use a specialist Will Writer to draw up their Will when they know exactly what they want …

Lonely enfield …

In a recent case, a lonely AOP changed his Will two months before his death and left his £500,000 estate to a builder who …

Even with a will, what …

Speaking to the Daily Mail, Stuart Herd claimed that he did not get a single penny of his father’s £300,000 estate …

Can i protect my home …

Many families are watching their inheritance disappear whilst a family member is paying for care home fees. So long as …

Here’s one of our …

Here’s one of our latest customers talking about his experience.

Will writer or …

There is has been much debate about whether to use a Will Writer or a solicitor to draft your Will. I am going to put the …

The bereaved need …

Have you ever thought about what will happen to your social media and other online accounts when you die? Well, maybe you …

A client’s story

I didn’t need much motivation when it came to drafting my first Will shortly after my son was born. But now, 21 years …

Concerned about …

There are a number of ways in which your home, savings and business are vulnerable to attack but, with simple planning in …

You must be clear in …

The late Joan Edwards passed away in September 2012, aged 90, and left a legacy of £520,000 in her Will to “whichever …

Think of the children: …

Intestacy rules may have changed on 1 October, but reminding people of the importance of making a will is still top of the …

Free talk about™care …

We are delighted to invite you to a FREE Talk About™Care Planning event. It is taking place on Wednesday 17th September …

Will claims triple

According to the Chancery Division of the High Court, claims for mishandling a deceased’s person estate have more than …

Why make a lasting …

Your Will deals with your estate and your wishes when you die, BUT have you considered what the situation would be come …

Margaret thatcher …

The children of former UK prime minister Margaret Thatcher will avoid paying millions in inheritance tax because their mother’s …

40% of retirees …

A recent study by The Prudential has revealed retirees, who still provide regular support to their dependants, pay out an …

Council have man jailed …

The story of John Kennedy Jr on the BBC website provides a cautionary tale on the importance of making a Will and getting …

The true cost of not …

Peter & Maxine had both been married before. Maxine had a son, Timothy, who was 11 and lived with them. They also had …

Around 800,000 people …

Sufferers of Dementia cost the economy £23 billion every year and account for a quarter of beds occupied in hospital. The …

Grief can happen when …

I see people, as they approach me, trying to make up their minds whether they’ll ‘say something about it or not. …

Oft: consumers who buy …

Anyone who has written a Will should carefully re-examine the terms. Many Will drafting firms, including leading banks, hide …

Was jimmy hill right to …

Jimmy Hill married three times, got divorced twice and has five adult children from the first two marriages. His youngest …

The 5 threats to your …

Most Will writers & solicitors will only offer a basic Will which leaves your assets exposed to various risks!! Some …

How can i preserve my …

If you own a business either on your own or with business partners, you’ll no doubt be working hard to build it up so it …