The wonder of Pensions. A guest blog from our partners TP Financial Solutions Limited, Heysham The wonder of pensions … no really If you google the meaning of a pension you get variations of the following: ‘A pension is a fund into which a sum of money is added during an employee’s employment years and […]
What do celebrity Wills mean for us? Many people are fascinated with celebrities and how they live their lives. But a number of recent stories about Celebrity Wills, or the lack of them, highlight what effect they had on their loved ones. Whether you are famous or not, the consequences of not adequately planning can
One of the most important things you do when you make a Will is to choose your Executor(s). But do you know that they do and who you should appoint? In all my initial discussions with clients, we take a look at Executors in your Will, discuss what they do and chat about who to
You’ve made or updated your Will. That’s great news! Now you can relax and be assured that you and your family are protected. But have you given any thought to where to safely store your Will? And other important documents … It’s important to note that the only Will that can be legally used is
Appointing a Guardian is one of the most important reasons for making a Will for parents. If you have children, you want to ensure they are protected in the event of something happening to you. And you can do this by appointing a Guardian in your Will. But so many families haven’t done this simple
For all of us, understanding Inheritance Tax (IHT) is important when you are planning to make a Will. For many of my customers, IHT is never going to be an issue. With smaller estates and a potential to pass on £1 million in property and assets to your family without paying any IHT, most couples
Making a Will is often emotional. COVID-19 has heightened our feelings, so we take a look at how our emotions have been unlocked, and how we can help. We’ve been in lock-down almost two months now, and the world has changed around us. But we still want protection, right? Maybe this feels even more important
How do we FEEL? Making a Will can be emotional … Read More »
How can we help you in these uncertain times? We are working and ready to assist! This is key work ! General Powers of Attorney – offered FREE to over-70s or for a charity donation to others FREE Will Reviews for all Advance Decisions / Living Wills Help and guidance – just call us for
ℹ️ Wills come in all shapes and sizes ℹ️ They can be basic, or they can contain one or more “trusts” ℹ️ Many people think you need a large estate to have a trust – but that isn’t the case Read on for more information about the types of Will you can have and why
Lessons from 2019. Resolutions for 2020. As we move into 2020, make a New Year resolution to protect your family and get your Wills, Lasting Powers of Attorney and Funeral Plans in place and up to date. Here are some of my own experiences in 2019 that show you why it’s critical to get good
