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9th July 2018
You will probably have a family member or a friend who was married, got divorced and now lives with a partner. They are not keen to remarry. One of the things they will find difficult is planning the distribution of...
2nd July 2018
Over the past 20 years, an estimated 1.5 million Wills have been written by banks. Many of these Wills have been created for free or for a very low fee. However, it has now been revealed that in many cases the small...
25th June 2018
Any Wills that have been made since 4 April 2005 could be affected if a beneficiary has changed gender. Prior to 2005, anything that was left in a Will to someone of a specific gender was not affected if they chang...
11th June 2018
Do you have an Enduring Power of Attorney (EPA) or a Lasting Power of Attorney Property and Financial Affairs (LPAPFA)? What about a Lasting Power of Attorney Health and Welfare (LPAH&W)? EPAs only cover decisi...
5th June 2018
As estate planning practitioners we obviously meet a lot of people who need a Will. Some have never had a Will at all, some have made a Will a long time ago and it is in dire need of updating and some people have at...
21st May 2018
One of our Consultants has asked us to share this true story. The names of those involved have been changed to protect identities. "I am an estate planning practitioner. It is my job to assess an individual's perso...
14th May 2018
At Casey & Associates we strive to maintain excellent levels of customer satisfaction. The starting point for this is a friendly face to face meeting in the comfort of your own home. Whilst there are a number o...
8th May 2018
It is only three weeks since we posted an article about the importance of storing your Will securely. An incident occurred this week which highlights the need for professional storage. The names of our clients have ...
1st May 2018
When a loved one passes away, funeral arrangements are often discussed and arranged before the estate administration process has been sorted. As a result, cash flow can be problematic. However, as most banks are aw...
23rd April 2018
If you live (are domiciled) in England/Wales you have testamentary freedom. This means that you can create a Will leaving what you want to whom you want. There are many countries where this is not the case. In such ...
16th April 2018
If you want your wishes to be adhered to when you pass away, then you should record your wishes in a Last Will and Testament. A legally valid, attested (signed in front of two witnesses) Will means that your estate ...
9th April 2018
To be able to create a Will, you must be over the age of 18 and have the necessary mental capacity. If you have limited eye sight, are registered blind, disabled, unable to sign or hard of hearing you can still make...
3rd April 2018
Many people think that trusts are only for the very wealthy to "hide away" assets. However, we use trusts on a daily basis to protect assets for clients who would not class themselves as very wealthy. Sometimes the ...
29th March 2018
Comedy legend Sir Ken Dodd recently passed away, aged 90. After previously being accused of tax fraud in 1989, from which he was acquitted, it seems Sir Ken may have had the last laugh. Two days before passing away,...
19th March 2018
John and Jane Smith had worked hard and been successful in life. They had two daughters rather late in life. Their large family home on the outskirts of London was their pride and joy. The two girls were both at uni...
12th March 2018
Writing a Will is extremely important. It gives certainty to your loved ones after you have passed away. It can also help reduce inheritance tax and protect your assets. Without a valid Will, it could be up to the c...
5th March 2018
Lasting Powers of Attorney (LPAs) should be reviewed on a regular basis; just like Wills. It is important to check that your LPAs are still "fit for purpose" and reflect your wishes. If an attorney passes away, you...
26th February 2018
Blended families are increasingly more common with one in three people in the UK now being a step-parent, step-child or step-sibling. Whilst step-families are now a part of everyday life, both parents and step-paren...
20th February 2018
It is most important to keep your Estate Planning documents (Will/Lasting Power of Attorney/Trust/Land Registry) under constant review. We offer our clients a review in the comfort of their home every three years; a...
12th February 2018
Did you apply to register your Lasting Power of Attorney documents between 1st April 2013 and 31st March 2017? If so, you could be eligible for a refund. The Office of the Public Guardian (OPG) is issuing...
5th February 2018
Whether you are an existing client of ours or a client with another firm, it is important to review your estate planning every few years. This is because circumstances are ever-changing and what may have been best f...
29th January 2018
The starting point Inheritance Tax (IHT) is payable at 40% of the value of what you own when you die - over and above the nil-rate band allowance, available to every individual, of £325,000 (we will ignore th...
22nd January 2018
If you are either an existing client, or a prospective client and you have elected to have a visit from one of our Consultants please see below the number of ways to prepare for your visit. Our Consultant will alwa...