Entries by Casey & Associates

Common misconceptions

Over 11 years in the estate planning industry has brought us into contact with many people from all walks of life. Despite the diverse backgrounds of the people we meet in the day-to-day course of our work, there are a number of common misconceptions that we come across time and again. Here is a selection of the […]

Are you a shareholder in a family business?

The death of a shareholder, particularly in the case of a family business, can be a difficult time for the company and, of course, the family. The importance of having both a well drafted Will and a clear company constitution in place to deal with succession cannot be understated. On the death of a shareholder, […]

Housekeeping

You do not need to change your Will if the name or address of someone in your Will changes. The most important thing is that they can be uniquely identified. Usually more than one executor/trustee is best. If one loses capacity or dies then consider updating your Will. Do you have a “Nil Rate Band […]

Distribution of your Assets

Following your death, the distribution of your assets is not a foregone conclusion and the people who you wish to benefit from your estate may not do so in the way that you wish them to if you don’t make a Will. In the absence of a Will, individuals may benefit from your estate whom […]

Bespoke advice for your circumstances

We like to meet all of our existing clients and prospective new clients “face to face”. Our philosophy is that each client should receive personalised bespoke advice for their circumstances. Here are some examples of appointments carried out by our consultants: Client 1 Clive (75) & Violet (73) – married couple and existing Casey & […]

Making a Will

Why Make A Will? Following your death, the distribution of your assets is not a foregone conclusion and the people you wish to benefit may not do so in the way that you wish them to in the absence of a Will.  Therefore, only by making a valid Will can you be assured that your […]

Giving your home to your child(ren)

Have you ever thought about giving your home to your child(ren)? Perhaps you met someone who has told you that it will save you Inheritance Tax. If your child(ren) does/do not live at home then giving away your home will not save you a penny in inheritance tax. Perhaps you met someone who has told […]