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10th January 2017
There are specific rules that must be followed to ensure that signing your Will is straightforward and correct. The Will has to be in writing. This includes "typing, printing, lithography and other modes of represe...
3rd January 2017
When you purchase a property and your conveyancer registers it with the Land Registry, you can often choose how you would like to own it. There are three common ways of owning a house: Sole Owner Joint Tenants Tena...
13th December 2016
Casey & Associates continues to give "Peace of Mind" to thousands of families throughout the South East. If you are not already a client then the following may interest you. A Last Will & Testament is a leg...
30th November 2016
If you don't check the provisions of your partnership/company documents to make sure they match what you want to happen when you pass away and link correctly with your Will, problems can occur. You must know w...
25th November 2016
Are you home owning parents? Your children might never inherit the family home (or anything else). So you need to make sure they receive what they are entitled to. Find out how by downloading this factsheet, whic...
18th November 2016
Next of kin technically doesn't mean anything - it's not a legal term. Being a close relative is only legally relevant in two situations: when a person passes away or becomes mentally ill. The Administration of Es...
12th November 2016
Some couples still don't know that living together doesn't mean they are given any legal status, even if they have children. A common law spouse doesn't exist, meaning that these couples don't have any rights of a m...
7th November 2016
The Department of Work and Pensions (DWP) are making a growing number of claims against estates where the deceased had been claiming benefits including pension credit. Before any beneficiary claims their inheritanc...
31st October 2016
Joint accounts are a low cost and practical way of paying an elderly relative's bills if they are struggling to manage their finances. They are much quicker to set up than registering a Lasting Power of Attorney. Al...
28th October 2016
Your attorney is the person who makes decisions and acts on your behalf when you are unable to do so yourself. It is vital that your attorney is chosen carefully and with a lot of consideration. We have found that ...
24th October 2016
The widow of Ian Wooldridge, a construction entrepreneur, has taken her stepson to court for "a few million pounds more" from the family estate. In October 2010, Mr Wooldridge died aged 52 in a helicopter...
19th October 2016
Making sure that you sign your Will correctly is really important; as highlighted in the case of Marley v Rawlings. This case has been rumbling through the courts now for several years. The facts are quite straightf...
11th October 2016
Although a Will's intent is to provide for what happens to your estate when you pass, it needs to change as your life changes. Some people think once they've written a Will, they're finished with it and can wash the...
26th September 2016
Mr & Mrs Smith (not their real names) responded to one of our contacts a few months ago and a Casey & Associates consultant visited them at their home. Mr & Mrs Smith are in their sixties and had married...
25th September 2016
When writing your own Will, little mistakes can lead to major problems. Yet, hundreds of thousands of us choose to go down the DIY route instead of trusting a professional. You might save yourself a bit of money but...
22nd September 2016
A lasting power of attorney (LPA) is a legal document that lets you appoint one or more people to help you make decisions or to make decisions on your behalf, particularly at times when you are unable to do so for y...
20th September 2016
A popular service that we offer is the free review of existing Wills and there are a number of very good reasons why we do this: Many people believe, wrongly, that writing a Will is a once in a lifetime event. ...
19th September 2016
If you are considering arranging to receive a visit from one of our Consultants, you might be wondering what such a meeting entails. Read on: How long will it take? Depending on the complexity of your estate, a ...
17th September 2016
The treasury made an announcement recently that could put an end to a permanent non-dom status for tax purposes. They forwarded a consultation which suggests that thousands of non-dom property owners could face maj...
16th September 2016
Recent studies show that millions of British people are banking on their inheritance to give them financial security, with this money windfall often playing a major part in their retirement plans. A third of work...
15th September 2016
The Will of a "significantly vulnerable" man who left 95% of his estate to his carer has been invalidated by a High Court Judge. David Poole suffered a motorcycle accident previously in his life and was awarded &po...
13th September 2016
According to the World Health Organisation, by just 2020 the number of people aged 60 years and older will outnumber children younger than 5, and between 2015 and 2050 the world's population over 60 will nearly doub...
13th September 2016
The death of the Duke of Westminster has seen campaigners calling for the Trust system to be reformed, after it was announced that most of his £9 billion estate will remain clear from Inheritance Tax (IHT). R...
13th September 2016
In the past 6 years, family estates liable for Inheritance Tax (IHT) have more than doubled, with the Office for Budget Responsibility estimating that the number has grown from 15,000 to 40,000 from 2010 to 2016. C...