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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...
26th May 2020
According to the 2019 PDSA survey 50% of UK adults own a pet. Currently there are around 9.9 millions dogs and 10.9 million cats in the UK. Have you made plans for your pet if you lose capacity or for when you pass ...
18th May 2020
If you ask an ‘average’ family man or woman what they want to happen with their assets when they die the reply is often “Everything to my spouse and then to my children”. Unfortunately, a sta...
11th May 2020
Figures show that 48% of over 55 year olds who have not written a Will, simply just ‘haven’t got round to it’. Wills, including a Life Interest in Property trust, together with Lasting Powers...
4th May 2020
John and Mary were in their early seventies back in 2010 when they had an appointment with a Casey & Associates consultant. Here are two possible outcomes of that appointment. Outcome 01 : John and Mary decide...
27th April 2020
Imagine the scenario: A married couple living in the UK, one from the UK and one from the United States, with two young children. While having a Will drafted, they are asked about appointing a parental Guardian s...
20th April 2020
Probate is a general term which is normally used to describe the legal and financial processes involved in dealing with the property, money and possessions (i.e. the ‘estate’) of a person who has died ...
14th April 2020
Once you have decided who should benefit from your estate and you have gone to the trouble of creating a Will then you need to consider where to store it. Many clients store their Wills at home. However, as the y...
6th April 2020
More and more often, we are coming across the situation where the deceased gave or loaned money to someone during their lifetime. However, the executors are not sure whether the transaction was a gift or a loan. O...
30th March 2020
Casey & Associates has adapted its operations in the light of the current COVID – 19 situation. We are offering video or telephone appointments where possible. We have been helping clients get Wills an...
23rd March 2020
Casey & Associates has adapted its operations in the light of the current situation. We are offering video or telephone appointments where possible. Consultants are still visiting clients if an original sign...
16th March 2020
Once your Will has been created and you have dated and signed it in front of two independent witnesses (who are not beneficiaries of your Will) you need to decide where to store it. Please remember that there can...
9th March 2020
Disputes over inheritance have soared in recent years, with the number of cases reaching the England and Wales High Court increasing dramatically during the last decade. According to Direct Line Life Insurance, 12.6...
2nd March 2020
It is always sad when we meet a client who tells us that one of their children is estranged. Sometimes this is caused by an argument, usually over something quite trivial. But sometimes, and increasingly the case in...
24th February 2020
Do you know where your latest, and thus current, Wills are stored? Are your Wills dated and were they signed in front of two independent witnesses? Do you have children under 18 years of age? If so, have you crea...
17th February 2020
The importance and peace of mind a Power of Attorney (LPA) can bring to a person and their loved ones has been recently showcased in the national spotlight. Annie Visser, has spoken publicly about the legal d...
10th February 2020
MPs have proposed that the UK abolishes inheritance tax and replaces it with a gift allowance system. On Thursday, 30th January 2020, the All-Party Parliamentary Group for Inheritance & Intergenerational Fairnes...
3rd February 2020
One of the most important aspects of making a Will is deciding who will be entrusted to carry into effect its provisions. An executor is a person appointed by the testator, the person making the Will, to deal with t...