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25th April 2022
Estate planning is an important tool for everyone to ensure that their assets and affairs are managed in all scenarios. For people who run their own businesses as sole traders, estate planning can be even more...
11th April 2022
Most parents plan on leaving most, if not all, of their assets to their children in their Will. Whilst this is common and can be straightforward, there are more aspects to consider when you have a vulnerable or disa...
28th March 2022
A Lasting Power of Attorney (LPA) is a document that gives someone you trust the legal authority to make decisions on your behalf if you lack mental capacity or no longer wish to make decisions for yourself. During ...
21st March 2022
In England and Wales, joint ownership occurs when two or more people decide to purchase a property together. The most common scenario is for spouses or unmarried couples to purchase a property together, but joint ow...
14th March 2022
To many, having a Will witnessed might seem like an afterthought after the process of having it written. However, it is important that the witnessing is executed correctly to ensure that the Will is legally binding ...
7th March 2022
One estate planning method that many people attempt to use to try to save Inheritance Tax (IHT) is making a gift to a child or loved one and surviving the gift by seven years. This tactic is allowed by law and whils...
28th February 2022
Everyone likes to look for ways to save money when making a purchase. Therefore, it makes sense that inexpensive online options for creating Wills have become increasingly popular in recent years. However, as ...
21st February 2022
At the start of 2020, the average age of someone having a Will written was 58 years old. After the outbreak of the pandemic, however, the average age dropped to 47 years old. The Covid-19 pandemic has brought uncert...
14th February 2022
A report from Legacy Foresight has found that the number of charitable bequests in Wills has risen almost 50% in the past three decades. In 1990, there were approximately 75,000 charitable bequests whilst in 2020, t...
7th February 2022
If you are domiciled in England you have the freedom to create a Will which distributes your Estate exactly as you wish. There are many countries around the world that do not have this testamentary freedom and have ...
31st January 2022
Some life insurance policies are written in trust which names beneficiaries in the policy. If an insurance policy is in trust, its value will not be aggregated to the individual’s estate for Inheritance Tax (I...
17th January 2022
Introduced in 1976, Busines Property Relief is a relief that can reduce the value of a business (or its assets) when determining Inheritance Tax (IHT) liabilities. As any ownership or shares in a business must be in...
10th January 2022
Video Assistant Referee (VAR) was first written into the laws of association football in 2018. VAR is used to review and possibly amend a decision. Casey & Associates has been reviewing Wills and Lasting Powers ...
3rd January 2022
Our clients Mr & Mrs Robinson (not their real names) recently had a telephone consultation with one of our Consultants. Mr & Mrs Robinson are in their mid-fifties and married each other three years ago. They...
27th December 2021
Deciding how to distribute assets to children can be a complex and difficult decision to make. Whilst the majority of adults plan to share their assets to their children equally, it is something that requires signif...
20th December 2021
We recently had an appointment with a couple who are now arguably our most well-known clients. Whilst normally we do not release client details these clients asked us to publish their names to help raise awareness o...
13th December 2021
The Office of Tax Simplification (OTS) issued their second report on Inheritance Tax (IHT) and their second report on capital gains tax in July 2019 and May 2021, respectively. These documents outlined ways in which...
6th December 2021
The House of Lords has recently debated the Assisted Dying Bill upon its second reading. The Bill, sponsored by Baroness Meacher, seeks to allow terminally ill patients of sound mind to request assistance in ending ...
29th November 2021
On 10 November 2021, the Office of the Public Guardian (OPG) provided guidance to NHS staff around the disclosure of medical information to attorneys and deputies. This is so that they can make informed decisions on...
22nd November 2021
As property prices continue to rise, a common instruction that we receive is to protect a client’s home, allow a surviving spouse to remain in the property, and for it to eventually pass to their children. In ...
15th November 2021
In 2001, the Widowed Parent’s Allowance (WPA) was introduced, allowing working-aged people who had recently lost a spouse or civil partner and were entitled to Child Benefit to receive financial aid. The WPA w...
8th November 2021
Whilst it might not be as glamorous as deciding on your venue, flower, dress, or suit, Estate Planning is a vital part of your marriage to-do list. At Casey & Associates, we know that circumstances are constantl...
1st November 2021
When thinking of estate planning, many people think about their homes, money, and other assets. Generally, most people forget that they can make provisions regarding their pets too. Over 50% of British adults own a ...
25th October 2021
It was recently announced that the Will of Prince Philip will be kept sealed for 90 years. Whilst this is normal for members of the royal family, the general public do not have the ability to keep their Wills privat...