Will Trusts Avoid Fights
Can you enlighten me on the need to leave an estate in three trusts rather than one?
Talk About Your Will
If you’re expecting an inheritance from your relatives, when do you plan to talk about them.
Inheritance in Blended Families
When folk with previous marriages come together, the question of who gets what need not be a problem. Simply speak to an expert….
Too Young for LPA?
Many see the lasting powers of attorney and the last will and testament as two completely separate, unrelated documents.
First Rule of the Codicil: We Don’t Talk About Codicils
On codicils. First, congratulations on writing your will. In the fullness of time you might need to update your will. There are good reasons you might want to change your will.You might have heard of codicils. It is a recognised means of changing a will. It is...Inheritance Tax Children’s Gifts
Sally wanted to talk about making inheritance tax children’s gifts when I visited her to amend her will on the birth of her four-week-old grandson, Josh. She asked me if I had a pension. ‘Non-sequitur,’ I thought. It was her opening for a discussion on the...Intestacy & Overseas Property
You are forward thinking enough to not plan to die intestate. You understand the misery and mess that intestacy causes and you want to avoid that for your nearest and dearest. In for a penny, in for a pound – we should beware of accidental or partial intestacy. All...Missing Assets
There’s a simple way to ensure all assets in your name pass to your family… one must to one’s best to avoid ademptioon.
Multi-Generational Inheritance Planning
By what ever circumstances, you come into an inheritance: before you take the cheque and run, your first thought should be ‘How do I save my family, several generations down the line, the burden of paying 40% tax on this gift for generations yet unborn?’