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16th January 2018
Lasting Powers of Attorney ~ Case Study 1 Existing client Wendy telephoned us in the middle of last year. Wendy advised us that her husband, Harry, had been diagnosed with early onset dementia and ask for a consult...
8th January 2018
Vivian (54) had her life turned upside down when her father, Joseph (84), passed away suddenly in November last year. Vivian's mother, Juliet (82), had been housebound for some years due to dementia and Joseph was h...
18th December 2017
Every client we meet has a different set of circumstances, needs and requirements. That is one of the reasons why being a Casey & Associates consultant is so interesting. Here is a snapshot of the clients one of...
12th December 2017
With inheritance tax (IHT) never far from the headlines, it came even more to the forefront earlier this year with the news that Bruce Forsyth had left his £17m fortune to his wife "to avoid inheritance tax". ...
5th December 2017
If you live in England and Wales then the administration of your estate will be carried out according to the law of England and Wales. You may leave what you want to whom you want. This is known as testamentary free...
27th November 2017
If you leave a gift to someone who is not your issue (child or grandchild or greatgrandchild etc.) and the person concerned dies before you die, then the gift will lapse unless you have instructed that there should ...
20th November 2017
A trust is an arrangement whereby trustees hold and control assets, such as property or money, for the benefit of others. Trusts can be created in lifetime or by Will. One area where trusts are commonly used is for...
13th November 2017
You may have read articles about fraudsters who manage to insert their own bank details into perfectly legitimate requests for bank transfers over the internet. You may have also read our articles about the liabilit...
7th November 2017
Will A survey conducted by Will Aid shows that around half of married couples in the UK do not have a Will. This may be because many people think that as spouses, when the first spouse passes away, the surviving sp...
30th October 2017
Whilst the importance of having a Will is becoming more recognised, a study conducted by Will Aid has revealed that 57% of parents with young children have not got Wills in place yet. Whilst many associate Wills wi...
23rd October 2017
If you are a surviving spouse and you have remarried we may be able to help you reduce your inheritance tax (IHT) liability by up to £130,000 using specialised Estate Planning. You may well have seen art...
17th October 2017
When a person dies the executor must value the estate and report the value to HMRC. In an ever-growing number of cases Inheritance Tax (IHT) may be due. Understandably, the IHT must be paid to HMRC before a receipt ...
2nd October 2017
Where it is appropriate we recommend to clients that they appoint family members to be executors and trustees in their Will. However, the duties of Executors and Trustees can be made more difficult by the beneficiar...
25th September 2017
The number of people creating Wills is (slowly) on the rise. One way to create a Will is to write it yourself. However, if you do decide to create a DIY Will there are a lot of pitfalls. It is necessary to make sure...
17th September 2017
Whilst land registration began in 1925, it was not until 1985 that registering your property became compulsory when a transaction such as a sale occurs. As a result, there are still a number of properties in England...
11th September 2017
There are numerous reasons why it is vital for you to create a Will, depending on different circumstances and changes in your life. Here are some of the main reasons why people create a Will, with links to some of o...
4th September 2017
When a person dies, their death needs to be registered within five working days of the death and must be registered at the local register office with the registrar for births, deaths and marriages. There are many pe...
29th August 2017
Assets: physical property, such as a building, vehicle or money in a bank account that have a monetary value. Attorney: somebody appointed to assist with an individual's (donor's) financial or health affairs whilst ...
22nd August 2017
One of our clients has kindly taken the time to write to us explaining how vital Lasting Powers of Attorney are. Here is her story (we have changed one or two references so that our client cannot be identified). My...
14th August 2017
It is really important to be able to identify the beneficiaries listed in your Will. A gift to a cousin John Smith could cause a nasty problem if you have two cousins called John Smith. A further problem can be caus...
7th August 2017
Whilst creating a Will is extremely important, it is also vital that it remains current as circumstances change throughout your lifetime. As a valued client of Casey & Associates you will know that we are membe...
1st August 2017
Family structures are continuously changing and a recent study shows that there around 2.3 million unmarried couples in the UK. This results in around one in eight couples, who live together but are choosing not to ...
26th July 2017
At Casey & Associates we try and maintain world class levels of client satisfaction and pride ourselves on our excellent customer service. This starts with one of our Consultants visiting you in the comfort of y...