What happens at one of our consultations?

estate planning

People often ask this question as they worry about what they might be committing to. Firstly, you should allow 2 hours for the meeting. Our experienced estate planner will start by getting to know you, and looking at the set-up of your family and broadly what assets you have to leave. Next, we get into…

Continue Reading →

New Death Tax doesn’t need approval of MPs

A new tax? The substantial increase in probate fees announced yesterday is unusual in that it didn’t need Parliament to vote on it. Instead, The Fourteenth Delegated Legislation Committee voted on the new proposals surely you’ve heard of them). The new rules squeaked in with the vote being 9 to 8 in favour. So can…

Continue Reading →

Somebody really Important died yesterday

Over 1500 people died on Saturday in England, including a fan at the Leicester football match. If you lost somebody yesterday, there probably won’t be thousands of bunches of flowers laid outside your house. No headlines on TV. People who didn’t know your loved one won’t be crying in the street. But the person that…

Continue Reading →

Universal Wealth Management

Universal Wealth management

Universal Wealth Management / Universal Asset Protection News: The above Ipswich based company, which you may know by any of these names but more commonly Universal Wealth Management, is currently in liquidation. The BBC has reported that the company is being investigated by the Police. There are worries that many people have set up trusts with…

Continue Reading →

Let’s not start Civil Partnering just yet

This week a The Supreme Court ruled in favour of Rebecca Steinfeld, 37, and Charles Keidan, 41, from London. The couple were bidding for the right to become Civil Partners instead of having to get married. Currently, the Civil Partnership Act 2004 only applies to same-sex couples who are not closely related. So will the…

Continue Reading →

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. You may have received a call from us asking if you would like a review meeting and perhaps you are wondering what…

Continue Reading →

Why Executors may be in for a nasty shock

What are the dangers of acting as an Executor? Most people are not aware that acting as an Executor of a Will carries with it many personal liabilities. For example, if you’ve distributed all the money and then a creditor or long lost relative comes forward, you can be personally liable to pay the debts.…

Continue Reading →

One thing to do before you die (and it’s not making a Will)

Being a Will Writer Part of what makes my job as a writer of Wills so wonderful is getting to know my clients. We have no clocks in our meetings, sorting out your Will will take as long as it takes because we charge fixed fees. By taking the time to hear what makes people…

Continue Reading →

Making Will Writing Part of your Financial Practice (CPD available)

We have partnered with IFAs, mortgage brokers and accountants for the last 13 years. We believe we understand their needs, and how Wills and Estate Planning can help them grow their businesses. We have also helped many of them incorporate Will writing into their businesses while providing CPD at the same time. Our Training (eligible…

Continue Reading →

Why the taxman likes Death in Service benefits

Many of our clients are worth more dead than alive. We find this fact to be completely unfair. HMRC, who collect Inheritance Tax, might take a different view. Life insurance is the culprit in many cases – the one kind of insurance that you hope never to make a claim on. However, we often overlook…

Continue Reading →

Page 1 of 5