01732 868190
Calls may be recorded for training and quality purposes
31st December 2018
Your Will tells everyone what should happen to your money, possessions and property after you die - all of these assets are collectively known as your estate. If you do not leave a Will, the law decides how your est...
24th December 2018
Theresa May has taken a Bill through parliament that will mean all couples in England and Wales will be able to choose to enter into a civil partnership, instead of getting married. Currently, the law allows same-s...
17th December 2018
The Office of Tax Simplification (OTS) has recently released their first Inheritance Tax review report. This first stage of the report provides an overview of the tax and "sets out recommendations on administrative ...
10th December 2018
On 5th November 2018, Parliamentary Under Secretary of State for the Ministry of Justice, Lucy Frazer QC MP, revealed an update on probate fees. It was announced that new legislation to implement a new banded s...
3rd December 2018
Actor Heath Ledger made a Will in 2003 leaving all of his estate to his mother, father and sisters. In 2005 Heath had a daughter, Matilda Rose. Heath did not update his Will, so when he died in 2008 his Will did not...
26th November 2018
How should I prepare? In order to get the most from your consultation, give your estate planning requirements some thought prior to your Consultant's visit and list the most pertinent questions so you don't mis...
19th November 2018
A discretionary trust is used to hold assets after you have passed away. A discretionary trust will name multiple possible beneficiaries that could inherit. The aim of the discretionary trust is to have control over...
12th November 2018
Yes. Recent case law suggests your estate could be challenged by a minor and their representative if no provision is made for them. This case law highlights the importance of reviewing your Will when you have a chan...
5th November 2018
According to one report a quarter of deaths in the UK lead to family disputes, and over a fifth of these disputes concern the final resting place of the deceased's ashes or coffin. Many disputes reach their peak dur...
29th October 2018
The phrase "you don't get something for nothing" is well used and, in most cases, it is true. However, such is the apathy among the general public towards making a Will, the fact is if Casey & Associates didn't ...
24th October 2018
In any given week Casey & Associates consultants meet with a wide cross-section of society; young and old, existing clients and prospective clients alike. A common situation we come across where prospective clie...
15th October 2018
If you are the sole owner of a property, you may have definite plans that your children or another beneficiary will inherit your home once you have died. However, you may have someone living with you that you would ...
8th October 2018
When the undisputed "Queen of Soul" Aretha Franklin died earlier this year after a short illness, the music world was in mourning. Over a career that spanned decades, Franklin amassed hit after hit and a considerab...
1st October 2018
Most people have heard of probate, but few fully understand exactly what it is. When someone passes away, and they leave assets which trigger the requirement for probate, the process is carried out by the executors ...
24th September 2018
According to the Childhood Bereavement Network the parent of a child aged under 18 dies every 22 minutes in the UK. That means that there are around 23,000 children in the UK aged under 18 who have lost one parent....
17th September 2018
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 ar...
10th September 2018
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 c...
3rd September 2018
John and Jackie were married for many years and had one son, James. David and Dawn were married for many years and had three sons, Dean, Donald and Duncan. Jackie and David died in their sixties. A few years later ...
28th August 2018
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 l...
20th August 2018
The law in England and Wales is such that you have testamentary freedom. This means that you can leave what you like to whom you like. However, it is possible for certain people to make a claim against your Will if ...
13th August 2018
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...
6th August 2018
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 o...
30th July 2018
Read these two examples of the value of LPAs Client 1 Dorothy (84) - Widow. Had an existing Will. Dorothy had no children and lived in a council flat. She had significant savings and lived a very comfortable life. ...
23rd July 2018
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. Therefo...