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Published on: 1st August 2022

A Day in the Life of a Casey & Associates Consultant

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Every client that comes to Casey & Associates has different circumstances, needs, and requirements. This is why it is so interesting being a consultant and providing the best advice for our clients, but it is not all we do! Below is a snapshot of some of the day-to-day activities and appointments of one of our consultants. All names have been changed to protect privacy and identity.

08:00hrs - Start the day with a coffee and a to-do list. When dealing with numerous clients it is always important to stay organised.

08:30hrs - Administrative tasks and research. Mornings tend to allow our consultants to have the time to complete outstanding administrative tasks and to research updates in legal information such as updates to HMRC manuals.

10:00hrs - Operations meeting. These meetings allow all Casey & Associates staff to discuss updates to procedures and new information gathered from research.

11:00hrs - First appointment of the day! John (73) and Margaret (70) are a married couple who are existing Casey & Associates clients. This appointment is a review appointment to ensure our clients’ Wills are up-to-date and relevant to their current circumstances. John and Margaret were happy with their current Wills, but it was noted that neither had Lasting Powers of Attorney (LPAs) in place. I recommended creating both LPAs for Property & Financial Affairs and for Health & Welfare. These documents will allow our clients to have the peace of mind that their affairs can be taken care of by loved ones if they were to lose capacity.

13:00hrs - Second appointment of the day. Stephen (48) and Sara (42) are an unmarried cohabiting couple who have no estate plan in place. The couple had been reluctant to create a Will as they thought their assets would pass to each other. Luckily, they had an appointment so that I could explain common-law marriage is not recognised in the United Kingdom and so that they can put a Will in place to ensure their assets distribute as they want them to. As an unmarried couple, their Inheritance Tax (IHT) position is different from a couple who are married or civil partners. As their current estate is above the IHT threshold, I advised to add a trust to the Will so that their assets would not be double taxed by passing to the surviving partner.

15:00hrs - Third and final appointment of the day. Phil (75) and Megan (75) are clients who reached out regarding their Life Interest In Property Trust (LIPT). The LIPT is a trust to protect 50% of their family home, between the passing of the first of them and the passing of the second of them, from being used for care fee assessments. They have seen that trusts will have to register with HMRC and wanted our advice and assistance. I was able to reassure Phil and Megan that the trust does not need to be registered until the first of them passes away and that Casey & Associates can undertake the registration at that time as part of the Estate Administration process.

16:00hrs - Contact clients who have sent email enquires or who have details outstanding for Casey & Associates to proceed with instructions taken.

17:00hrs - End of the day! Tie up any loose ends and prepare for tomorrow.

If you would like to book an appointment with a Consultant like me, please contact client services by calling 01732 868190 or by using our online form by clicking here. Please note that I have colleagues who start later in the day and so if you require an evening appointment we can accommodate this.

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If you wish to give instructions or require general information about our Wills, Lasting Powers of Attorney, or Trusts then we will carry out a telephone or Zoom appointment. However, if you wish to give instructions to one of our Consultants and you feel that you can only do this at a Face to Face meeting we are offering, at our Consultant’s discretion, a limited number of Face to Face appointments in most of the areas we normally cover (subject to Government advice). To see the areas we normally cover please click here. To arrange an appointment please telephone 01732 868190 or click here.

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If you would like to meet one of our Consultants and discuss any of the issues raised in this article or any other Estate Planning topic, please telephone 01732 868190 or

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