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News & Articles

4th September 2017

How to register a death

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...

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29th August 2017

Terminology used in Will Writing, Estate Planning & Trusts

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 ...

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22nd August 2017

Using Lasting Powers of Attorney ~ sharing an experience

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...

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14th August 2017

Missing beneficiaries

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...

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7th August 2017

Keeping in touch and Will storage

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...

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1st August 2017

Common law spouse

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 ...

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26th July 2017

Face to face meetings

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...

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17th July 2017

General planning

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 ...

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3rd July 2017

What is Estate Planning?

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 ...

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27th June 2017

What you can do to put your affairs in order

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: ...

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21st June 2017

Inheritance Tax

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...

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12th June 2017

Pre-pay for your funeral and fix the cost at today's prices

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...

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6th June 2017

We can help protect your assets from sideways dis-inheritance

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: ...

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30th May 2017

Providing for your pet

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...

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23rd May 2017

Foreign assets

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...

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15th May 2017

What to do when a family member passes away

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...

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8th May 2017

Gifting

As part of a plan to reduce your Inheritance Tax (IHT) liability, you may consider making gifts to your loved ones during your lifetime. You will also have the added pleasure of seeing them enjoy your generosity. W...

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2nd May 2017

Probate fees

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...

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24th April 2017

Gifting to charity

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...

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19th April 2017

Executors and trustees

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...

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3rd April 2017

How and when to change your Will

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...

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27th March 2017

Mirror Wills Vs Mutual Wills

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 ...

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23rd March 2017

Being an Executor

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 &...

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23rd March 2017

Appointing a guardian for your children

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...

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