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News & Articles

6th December 2021

Dying with Dignity

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 ...

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29th November 2021

Confirmation of the Importance of Lasting Powers of Attorney for Access to Medical Documents

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...

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22nd November 2021

The Benefits of a Life Interest In Property Trust (LIPT)

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 ...

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15th November 2021

Funding for Bereaved Families to be Extended to Cohabitees

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...

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8th November 2021

Marriage To-Do List: Estate Planning Edition

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...

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1st November 2021

Providing for your pets

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 ...

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25th October 2021

How Private is your Will?

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...

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18th October 2021

Lasting Power of Attorney Guide and Tips

A Lasting Power of Attorney (LPA) is a document that gives the legal authority to a trusted person to manage your affairs if you are unable to do so. There are two types of LPA documents. One pertains to property an...

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11th October 2021

The Result of Professional Estate Planning Advice

We have clients who we will refer to in this article as Mr & Mrs Jones (not their real names) who recently had an estate planning consultation. Both Mr & Mrs Jones were previously married with both marriages...

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4th October 2021

Accessing Digital Assets After Death

Digital assets are a new concept. They only exist in electronic format and usually have sentimental value such as photographs, videos, and social media accounts, but they can also have monetary value such as cryptoc...

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27th September 2021

Growing Inheritance Tax Payments

Research recently released by the financial services firm NFU Mutual has shown that in 2018/19, there were 22,100 deaths which resulted in an Inheritance Tax (IHT) bill. The average bill was £209,502 which was...

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20th September 2021

Your Estate Planning To-Do List

It is extremely important to ensure that you plan and sort your affairs before it is too late. Tower Street Finance has completed research which shows that whilst 84% of adults in the United Kingdom plan to leave in...

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13th September 2021

Do Children Always Inherit From Their Parents?

Inheritance refers to the assets that an individual bequeaths to their loved ones after they pass away. In England and Wales one has testamentary freedom and so you can leave your assets via your Will to whomever yo...

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6th September 2021

OPG Delays in Registering LPAs - Why You Should Not Wait

A Lasting Power of Attorney (LPA) is a document that allows individuals to appoint attorneys who are allowed to make decisions on their behalf if you have lost capacity or no longer wish to make decisions for yourse...

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30th August 2021

Why a simple Will is better than no Will at all

Creating a Will might seem like something that is too difficult and time consuming and something that you might just put off until a later time. A Will, however, is one of the most important documents that you can c...

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23rd August 2021

Casey & Associates can often help Partners save Inheritance Tax

According to the Office for National Statistics around 20% of couples are not married or in a (opposite sex) Civil Partnership. Partners do not receive the same Inheritance Tax treatment as Spouses. In this article...

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16th August 2021

Diary of No LPA

Do not let this happen to you or a loved one. Creating Lasting Powers of Attorney (LPAs) are arguably some of the most important documents that you can make. 07 April: Mum had an appointment today with a Casey &...

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9th August 2021

The Law Commission review of the Wills Act 1837

The Wills Act 1837 has been in place for nearly 200 years with very few major amendments. The Wills sector has always retained traditions and has generally avoided digital technology. In September 2020, however, The...

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2nd August 2021

Blended Families and Estate Planning

With the continued rise in the number of blended families, it is important for people in non-nuclear families to be prepared for the future and aware of how their family situation affects their Estate Planning circu...

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26th July 2021

Choose your Executor with care

Appointing an Executor of a Will is an extremely important decision and should not be taken lightly. Executors are both financially and legally responsible for the administration of your estate. Choosing people whom...

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19th July 2021

Professional Will storage could have saved all of this upset

Do not let this be you or your loved one. A Will is arguably one of the most important documents you will ever create. 12th February: Today was somehow even harder than I had imagined it would be. Dad’s ...

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12th July 2021

Do We Have a Broken Inheritance Tax System?

The current Inheritance Tax (IHT) system in the UK is regularly viewed as complex and unfair. In its current state, a deceased’s estate is taxed at 40% for everything that is above the value of the Nil Rate Ba...

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5th July 2021

Trusts Explained

Many people do not know about or concern themselves with trusts as they are regularly viewed as something that only the wealthy need to use. However, this is certainly not the case. Trusts can be beneficial for many...

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28th June 2021

George Michael’s Estate

George Michael passed away on Christmas Day 2016 and left the majority of his Estate to his sisters Melanie and Yioda with the rest split between his father, close friends and former staff. Kenny Goss, his partner o...

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