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17th July 2017
The following is a theoretical example of why it is so important to plan for the worst. Mr & Mrs Smith are a couple with a young child. They own multiple properties jointly and their Principal Primary Residence ...
3rd July 2017
Figures show that 48% of over 55 year olds who have not written a Will, simply just "haven't got around to it". Wills, including a Life Interest in Property Trust, together with Lasting Powers of Attorney are solid ...
27th June 2017
It may be hard to consider putting your affairs in order, however careful planning could now significantly help both yourself and your loved ones in the future. Below is a guide of things you may wish to consider: ...
21st June 2017
Inheritance Tax (IHT) is currently raising around £4.6 billion each year. It is a very unpopular tax - but what is Inheritance Tax and what can be done to reduce it? Inheritance Tax is the tax on the est...
12th June 2017
Around 360 funerals take place every hour in the UK. Only about 40 of those 360 funerals would be paid using a pre-paid funeral plan. Whilst planning your funeral is hard, it could prevent your loved ones from havi...
6th June 2017
We are living longer, and more and more of us are getting married for a second time. This can have unintended consequences for the children of the first marriage. Here is an example which explains what can happen: ...
30th May 2017
Animals are a very important part of family life in the UK with roughly one in two households owning a pet. It is estimated that the UK has around 54 million pets and, as a nation, we take good care of our animals w...
23rd May 2017
More and more people who live in England and Wales are deciding to purchase properties overseas. 70% of British people choosing to buy a home abroad are currently choosing France or Spain. How does owning a foreign...
15th May 2017
When one of our clients passes away it is important that the family contacts us. We will update our records, on receipt of a death certificate, which will ensure that we do not unwittingly try to contact the deceas...
2nd May 2017
The plan to raise probate fees has been scrapped. The government are stating that this is due to the forthcoming general election. Currently there is no fee payable for estates that are worth under £5,000. Ho...
24th April 2017
The decision to leave a gift to charity in your Will is becoming increasingly popular; a survey by British Heart Foundation shows that 43% of people would be likely to leave money to charity in their Wills. There a...
19th April 2017
When creating a Will you will need to nominate who you wish to appoint as your executors and trustees. Your executors will be the people responsible for distributing your estate as per your Will and your trustees wi...
3rd April 2017
Circumstances continually change throughout our lifetimes and it is important to check that your Will continuously reflects your wishes. You may experience a major life event such as marriage, divorce or the death o...
27th March 2017
When you are in a relationship and you wish to pass "everything to each other on first death and then, for example, to the children on second death" there are two distinct ways of writing your Wills. Either type of ...
23rd March 2017
Carrying out the administration of a family member's or friend's estate, at a time where emotions are still raw, can be an onerous task. One needs to consider amongst other things: Tax receipts to HM Revenue &...
23rd March 2017
If you have a child or children under the age of 18, it is extremely important to consider appointing a guardian in your Will. This ensures that in the event of you and your partner's death, your children remain wel...
7th March 2017
Normally referred to as The Nil Rate Band (NRB) Allowance and the Residential Nil Rate Band (RNRB) Allowance. One of the primary reasons for estate planning is to minimise the amount of inheritance tax (IHT) payable...
27th February 2017
Technology is becoming ever present in today's modern society. Not only do we use it for communication and social media, but also for daily functions such as work, internet banking and shopping. Rarely a day goes by...
20th February 2017
The Mental Capacity Act 2005 came into force on October 1st 2007. This Act is intended to help protect those aged 16 or over who may lack mental capacity. Please note however, that you must be 18 or over to create a...
13th February 2017
Throughout our lifetimes, our circumstances inevitably change. Here at Casey & Associates, we are available to give you the best advice each time there is a change. We recommend a review every three years to ens...
6th February 2017
There are two different types of LPA; Property & Finance and Health & Welfare. An LPA allows somebody (the Donor) to appoint attorneys to assist them should they lose capacity. It is best for a Donor to have...
30th January 2017
Revocation means to cancel a Will. It means that the Will is no longer legally binding. Revocation may be implied or expressed. Physical destruction will be deemed to revoke an existing Will, but only if the intent...
23rd January 2017
12th August: Today's the dreaded day - Dad's funeral. It was difficult to make funeral arrangements as I wasn't sure what he would have wanted best, if only we had known. I was half-surprised to see my brother David...