The increase in online Wills, especially low cost ones, is something that is here to stay – whether we like it or not! Often, they are promoted by large legal companies, and regularly are for charities. And there is lots of variation in price – from a bit cheaper than a high street solicitor or […]
Some great, simple, guidance from Andrea about why considering a Protective Property Trust in your Will makes so much sense to so many different types of families. Many clients say when making an appointment ‘we just need a simple Will’. Where a simple “Mirror Will” is appropriate, that is exactly what we will help you
Protective Property Trusts … for blended families, and much more! Read More »
Lifetime Gifts. What are they and how do they affect Inheritance Tax? When I speak to clients there are lots of people who tell me “I can only give away £3,000 a year”. Or “I can give away money and then survive 7 years and not pay care fees”. So, there is a lot of
2023 Inheritance Tax allowances – and actions to take! I wrote a blog called Understanding Inheritance Tax a while ago, and it’s always been one of our most popular articles. It simplifies what can, for some, feel complex and you can read it here. It covers all the basics – allowances, rules, NRB, RNRB and
Students Powers of Attorney as a student? I’m only young, why do I need them? They are only for old people, aren’t they? What happens if you have an accident while you’re away from home? You could be at Uni, or even be traveling. Or if you need urgent access to your money? You may
Have you thought about how a Will can protect your children? Most parents would agree that their children are their most precious assets. Yet shockingly many parents with children under 18 have failed to make provision to protect them in the event of death. Statistics show that only 16% of adults aged between 35-44 have
Enduring, Lasting, General. Ordinary – all these are different types of Powers of Attorney. But do you know the difference? And do you know which one is best for you and your family? Here is an overview of them, their uses, and (for some types) their limitations! One of the older types of Powers of
Types of Powers of Attorney. Enduring, Lasting or General? Read More »
Andrea writes about something we talk about a lot – the dangers of a homemade Will. She was prompted when she saw the following conversation on Facebook a week or two ago: Q – Who can help with a Will? I want to make sure my brother and sister don’t get anything …. A –
Many of our clients choose to include Trusts in Wills to protect the people they love, and give greater control over what happens to the gifts they make. Here Nicola provides an overview of their uses and a simple explanation of how they work. What is a Trust? In its simplest terms, a trust is
Jane was inspired to write this blog after attending a recent conference. It featured a guest speaker, Professor Keith Brown, an eminent expert who advocates for families who face enormous challenges when they don’t have the right authority to help their loved ones at a time when it is needed most. Things we should all
