6 Reasons to make a Will – which one is yours?

Why do you need to make a Will? This only comes second to starting that diet as something we all say we will get around to next week. If you are procrastinating, you may have convinced yourself that you don’t actually need one. We are here to tell you otherwise and how, by not having…

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Euthanasia legalised in New Zealand

This is a subject that we often discuss with our clients. We find that most people would like a choice at the end of our lives. While most people understand that there must be safeguards, this is not a huge leap from a Lasting Power of Attorney for Health and Welfare. In this document, you…

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Home visits are still available

Changes to Coronavirus restrictions Following the Government announcement on 12th October 2020, we are currently still able to visit you at home to help you with your estate planning. This may include making a Will or Lasting Power of Attorney, setting up trusts or dealing with the estate of somebody who has died. We will…

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We are back – home visits to make a Will now available

make a Will at home

Easing of lockdown New measures came into effect on 4th July which are being seen as an easing of the lockdown. In line with these measures, we can now announce that we are able to visit clients in their homes tol help them to make a Will, subject to certain safety measures. We fully understand…

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What happens at a Will review?

We suggest that most people should review their Wills at least every 5 years. If there has been a change in your financial or family circumstances we recommend that you review your Will immediately. If you are an exisiting client, you may have received a call from us asking if you would like a review meeting…

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Why business owners need Wills

Why do business owners need Wills? As a business owner, whether you are a sole trader, in a partnership or own shares in a limited company read on. You may need to take some action. We believe that if you own assets or have children, you need a Will. There are some people, like business…

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Inheritance Tax limit goes up

Change of Inheritance Tax rules likely

The increased allowance – The ‘Residence Nil Rate Band’ The new tax year has brought with it some welcome good news for those with larger estates with some new Inhertiance Tax allowances. The Residence Nil Rate Band has risen from £150,000 to £175,000 per person. The allowance is transferable between spouses and civil partners, so…

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This is how easy it is to make a Will with a remote meeting.

You don’t have to be a technical wizard Some of older clients do not want to meet us face to face at the moment, which is perfectably understandable. Yet they are a little fearful of techology which is new to them, and they may not have used before. Fear not – if you’ve ever made…

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Coronavirus statement

news about coronavirus

A message from our Managing Director, Stephen Wilkes:   If you are worried about face to face contact with us in these worrying times, we can now offer what we call ‘remote’ visits. This can be done in a variety of ways, including using technology that you may have seen GPs using to consult with…

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When contesting a Will goes horribly wrong

Do you think an adult beneficiary should ever challenge a parent’s Will? This subject often gets people hot under the collar. Father v. Daughter In a recently heard case, Sonya Young, from Glamorgan in Wales, did just that. Her father, Brian Cole, had changed his Will 25 days before he took his own life in…

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