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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...
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. ...