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9th November 2020
Good Morning Britain presenter Kate Garraway has revealed she faces financial difficulties as her husband Derek Draper remains in hospital. Derek is still battling the effects of coronavirus, whi...
2nd November 2020
Choosing an executor for your Will is an important decision and one which can cause problems to those you leave behind if you get it wrong. We would generally recommend, wherever possible, that you appoint one or mo...
26th October 2020
‘What is Probate’ is a question we often get asked when in reality, Probate is just part of the Estate Administration process. In this article, we will go into more detail on how Probate fits into an Est...
19th October 2020
Here at Casey & Associates we always want to ensure our Clients have all the information they need to be confident in all aspects of their Estate Planning. This article gives detail on an Estate Planning checkli...
12th October 2020
You are loving parents and treat your three children the same. You do the best you can for all three. For some reason one of them starts to go astray. You start to lose contact. You hear stories about alcohol or dru...
5th October 2020
Mirror Wills are created by two people, and the Wills mirror each other so the assets of the deceased goes to the person they are survived by. Mirror Wills are typically created by partners who may be married, or ma...
28th September 2020
Many of our Clients when we speak to them for the first time will often assume their next of kin is their spouse, but this is not always the case and is a common misconception. Whenever we talk to a Client about the...
21st September 2020
When giving instructions to our Consultant it is most important to consider the exact relationship to you of those who will benefit from your Will, and defining the beneficiaries in your Will is critical. If you hav...
14th September 2020
What would happen to your business if…? This is a question we always ask when carrying out an Estate Plan with our Clients, and the answer is to make sure you have considered all options so you can ‘lea...
7th September 2020
An often overlooked aspect of what we do is Will storage. Having a Will put in place is only the first step – telling your family and executors where your Will is kept is an equally important step and we will ...
31st August 2020
Choosing a Will Writer is an important decision. You need to be sure that the firm or individual you work with will give you the required level of service and there are many different options available. This article...
24th August 2020
The Main Residence Nil Rate Band is an allowance against Inheritance Tax (IHT) which was introduced in April 2017. Broadly speaking it is an allowance for those who own a house (the Family Home) and are passing it t...
18th August 2020
Why are our Family Trusts for homeowners particularly popular in Tunbridge Wells, Maidstone, Brighton, Guildford and Epsom? We are not quite sure. They are very popular throughout the South East but they are particu...
10th August 2020
A Disabled Discretionary Trust is a Trust that can be set-up for a disabled or vulnerable person (the beneficiary), who receives means tested benefits, to protect assets in the Trust for the beneficiary. A typical ...
3rd August 2020
An Enduring Power of Attorney (EPA) is a document that existed before 1st October 2007 and was directly replaced by a Lasting Power of Attorney (LPA) document. The key difference between EPAs and LPAs is that an EPA...
25th July 2020
Currently, the law states that a Will must be made “in the presence of” at least two witnesses. However while isolating or shielding some people have understandably turned to video link software as a sol...
20th July 2020
If you have been appointed as an executor in a Will it might be for close family such as a spouse, partner or children. You will probably know a lot about their affairs and so even though it may be a very difficult ...
13th July 2020
Why does a Will need to be witnessed? Witnessing a Will is an extremely important job. Having two witnesses for your Will signing is necessary for the Will to become official and legally binding. Failure to do this...
6th July 2020
Generational planning is the process of ensuring you pass your wealth on to future generations (usually of your family) in the most efficient way possible, so they can enjoy the maximum benefit from your estate. Wh...
29th June 2020
Sideways disinheritance is a term that relates to children losing out on their share of their parent’s estate as a result of remarriage. This is becoming a greater problem as people live longer and longer and ...
22nd June 2020
A key consideration when writing a Will is who you should place in control of administering your estate; known as ‘Executors’. This is an extremely important decision as whoever is in control of this is ...
15th June 2020
When it comes to writing your Will and ensuring your hard earned wealth goes to those who you wish, one area which can’t be overlooked is care fees planning. Appropriate care fees planning can help you cover l...
8th June 2020
A Lasting Power of Attorney is an extremely important document when it comes to giving someone authority to make decisions on your behalf but how much does a Lasting Power of Attorney cost to create? There is a com...
1st June 2020
Living together as partners (as opposed to civil partners or as a married couple) can have negative inheritance tax consequences so it’s important to take the correct inheritance tax advice to pass your estate...