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…
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…
New dates announced for our ‘Will Writing for Financial Advisers’ Course
We have partnered with IFAs, mortgage brokers and accountants for the last 9 years. We believe we understand their needs, and how Wills and Estate Planning can help them grow their businesses. Having listened to our partners we have developed a two day course specifically for professionals in financial services. The next course is on…
Fees for registering a Lasting Power of Attorney to be reduced to £110
The Office of the Public Guardian has announced that the fee for regsitering a Lasting Power of Attorney (LPA) or an Enduring power of Attorney (EPA) is to be reduced by £20 to £110 on October 1st. Efficiency savings have made the cut possible. LPAs are important documents which allow you to appoint people you…
Job vacancies and Opportunities
If you are looking for a change of career or just need to earn a few extra pounds, please get in touch with us about any of the vacancies below: Part Time Appointment co-ordinator Do you like to TALK? We are looking for a reliable good communicator to work 2 or 3 evenings a week,…
How pensions can cause an Inheritance Tax problem
A penison is a tax efficient way of providing for our old age. Whatever we might think about their performance, there can be no denying the tax benefits of investing in this way. However, there is one tax which is often forgotten when it comes to pensions – Inheritance Tax (IHT). Most pensions are set…
Appointing Guardians is Easy
Appointing Guardians is easy. So why are many parents still opting to leave their children to Social Services when they die! If both parents die without having nominated a guardian for their children who are under the age of 18, the courts, based on recommendations from social services, will decide who gets guardianship. For many…
How to make Will writing a part of your Financial Services business
Please click on this link to find out how we are helping IFAs and mortgage brokers to use Will writing to improve their business Will Writing for Financial Advisors
Regulation for Will writers? Yes please!
Regulation You may have noticed that our profession has been in the news over the last few days. Last week we had the news that the Consumer Panel of the Legal Services Board had completed its investigations into Will writing and had come to the conclusion that Will writing should be regulated. Click here for…
Will Care Home Fees Wipe Out Your Children’s Inheritance?
The current position Somewhere between 40,000 and 70,000 homes are sold each year to cover the homeowner’s care fees. With care costs running up bills of anywhere from £30,000 to £50,000 per year, nest eggs that were built up to provide a children’s inheritance can be quickly wiped out. How it works If you cannot…