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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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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What happens at one of our consultations?

estate planning

Please note that during the Coronavirus outbreak you will be given the option of a meeting using face to face calls over the internet using Zoom, or by video call on mobile phones, or even by plain old telephone – whatever suits you best. You can click here to see how easy it is. If…

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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.…

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New Training Course – Will writing for Financial Advisors

We have partnered with IFAs, mortgage brokers and accountants for the last 11 years. We believe we understand their needs, and how Wills and Estate Planning can help them grow their businesses. We have now run several successful two day courses specifically for professionals in financial services. The next course is on 8-9th March 2016…

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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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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…

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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

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