10 reasons your clients need a Will

        Having a will is arguably one of the most important things your clients can do for themselves and their families. The top ten reasons for your clients to have a will are: Your client decides how their estate will be distributed. It helps give clarity to fam

9 Reasons Why Not to Make a Will or Plan Your Own Funeral

Whilst making a Will is a fundamental part of planning for our futures, sometimes taking a humorous view supports clients to understand the consequences of not taking any action. One of our fantastic consultants came up with the below to help raise a smile about the reasons people giv

Planning for Life & Death

The Citizens Advice Bureau has recently reported that the number of enquiries about people who have died without making a will has more than doubled over the last 5 years. According to a YouGov survey two thirds of the British adult population do not have a will. Queries regarding int

Lasting Power of Attorney? I’ll Organise it When I Need to

Our legal team have been considering the experiences of many clients who request support to obtain Deputyship over their loved ones property and financial affairs. Often they say that they wished they had acted sooner, and made the appropriate arrangements prior to the loss of mental

I’ll Give My Assets Away During Lifetime, The Tax Man Will Never Know

Quite often when considering the importance of wills, particularly for those people with complex family situations or reasonably large estates, the statement is made, “Why can’t I just give away my assets during lifetime? The taxman will never know.” Theoretically anything is possible

Legal Services Study Launched by CMA

As we start a new year, so the government starts a new review into legal services in England and Wales to see if the sector is working well for consumers and small businesses. The Competition and Markets Authority (CMA) has set out its intention to examine long standing concerns about

Testamentary Freedom & Exclusions from Wills

There has recently been something of a media frenzy surrounding the recent Ilott v Mitson (2015) case with reports suggesting that the Court of Appeal decision was a ‘landmark ruling’. However, the Inheritance Act 1975  has been around for 40 years giving adult children the right to m

Increase your Prospects with Estate Planning & Will Writing

The facts and figures around Estate Planning and Will Writing are well documented but lets remind ourselves that; - 73% of the UK population do not have a Will - By 2018 it is estimated that over £6 billion will be generated from IHT - The average 'cost of dying' i.e. funerals, estate

Budget 2015 – IHT Changes

As we all start to digest the detail from the recent summer budget announcements, the much anticipated changes to inheritance tax thresholds was finally confirmed. At present, inheritance tax is payable at 40% on the value of an estate in excess of the tax free allowance of £325,000.