Below you'll find a list of all posts that have been categorized as “Planning”
Exposing the myths around transferring home ownership… Quite often when we are talking to our clients, discussion turns to what will happen to their ‘stuff’. The biggest concern is often for the house which, for most people, is worth more than 90% of everything they have. Understandably, they want to protect it and pass it on; after all it took …
10 Celebrities Who Died Without A Will There are many reasons that people give for not writing a Will – one of the top ones being that they are not rich enough to have anything to leave. So you would assume that most (if not all) celebrities would have something in place to protect their wealth. Unfortunately that is not always …
Things to consider when appointing guardians for your children Appointing the right guardians for your children can be one of the most important decisions that you will ever make as a parent. There are a number of things to consider when appointing guardians, which can make the decision a difficult one. In previous blogs, I have talked about why you should appoint guardians for …
Dealing With The Loss Of A Loved One – Talking About Death Death is one of the most difficult subjects for people to talk about, yet is essential for dealing with the loss of a loved one. Due to the nature of this business talking about death is something that I do almost every single day. I actively encourage clients to …
What is Inheritance Tax? How does it affect me? This article will cover what Inheritance Tax is, how it can affect you and what you can do about it. What is Inheritance Tax? Inheritance Tax is a charge paid to the government – HMRC – on the value of your estate when you die. There are some circumstances where some …
Too young to make a Will? Have you ever thought that you are too young to make a Will? A study by Unbiased.co.uk shows that 84% of 18-34 year olds, 65% of 34-55 year olds, and 35% of over 55’s do not currently have a Will in place. More than a quarter of people without a Will state that they …
Are Family Heirlooms a Thing of the Past? I have been thinking recently about family heirlooms, and if they still exist, or if they have now become a thing of the past. I was having a conversation with some friends recently about how society has changed from when each of us were younger. We were all born in different decades and …
This week I had to ask myself the following question….what would happen to me if my partner died? There was a story in the local news last week that had quite an effect on me. A local bin man called Kane Beard, lost his life when he was killed by the bin lorry that he was working with. He was …
How Does Separation Or Divorce Affect A Will This week there has been something in the air, for some that has been love, as several of my friends have become engaged or married, but for others it has not been so kind, meaning their relationships have broken down, ending in separation or divorce. This has meant that several of my …
Wills – Top 10 Questions and Answers 1. Wills – Who Can Make One? Anybody who is over the age of 18 and is legally an adult – and who is of sound mind. In other words they have the mental capacity to understand what they are doing. 2. Wills – What Happens If I Don’t Make One? This is called …
