Lasting Powers of Attorney – a warning about Inheritance Tax planning

In a judgement on 30th October 2014, the Court of Protection has ruled that a Lasting Power of Attorney cannot be used to organise a Donor’s affairs to mitigate inheritance tax without first applying for a court order (the Donor is the person who created the Lasting Power of Attorney). The judgement was made in…

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Let’s all have dementia friendly businesses

Dementia Friends is a national initiative run by the Alzheimers Society. In the words of the Alzheimers Society “Dementia Friends learn a little bit about what it’s like to live with dementia and turns that understanding into action. This could be helping someone find the right bus or being patient in a till queue if…

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We made it!

For those enquiring after our welfare, we are delighted to announce that we all made it to the top of Snowdon on Saturday 4th October. The predicted bad weather never materialised and conditions couldn’t have been better. Although we weren’t the quickest group on the mountain that day, we were probably the fattest so at…

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Are you Dementia friendly?

This week I became a Dementia Champion as part of the Alzheimer Society’s Dementia Friends initiative. This now allows me to run information sessions where you can a learn little more about what it’s like to live with dementia, and you are then encouraged to decide on one action that you will take as a…

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We’ve got a Mountain to Climb

On 4th of October 2014, our whole team is climbing Snowdon via the Miner’s Track route. As Silver Lining Estate Planning is celebrating its 10 year anniversary, we wanted to do something to both mark the occasion and do a bit of good somewhere. So, we are taking on what is (to us anyway) a…

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Important Changes to the Rules on Intestacy

The Inheritance and Trustees’ Powers Bill has received Royal Ascent and will come into force on 1st October 2014. While this doesn’t sound terribly exciting, it does contain at least two measures which might be seen as improving the rules for how an estate is distributed in somebody dies without a Will (“intestate”). Under current rules…

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Opportunities to work with us

P/T Appointment Co-ordinator / Telemarketer – Evenings We are a friendly family business looking for an enthusiastic person to join our team. You are self-motivated, a confident communicator on the phone, target driven, keen to succeed, able to work within a team and have a happy outlook on life. We are an established Will writing…

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How to protect your estate from greedy family members

The blog below was originally written by Patti S. Smith, Attorney for Spencer Law Firm in Lancaster, PA in the USA. What really struck me is how many similarities there are with our legal sysytems and that all of the solutions apply to clients in England and Wales. With many thanks to Patti, I hope…

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How Estate Planning Can Change Lives

A study by the Institute of Fiscal Studies has reminded me why I think estate planning is so important. The study found that people who were born in the 60s and 70s will be poorer than their parents – unless they inherit from them. I often discuss with my clients the massive difference that their…

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5 small things that can cause big problems for your current Will

Anybody who has written a Will can tell you the peace of mind that this simple document can bring about. But do you have a false peace of mind with your Will? Here are five things to watch out for: 1) Has your Will been witnessed by two independent people who were both together when…

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