01732 868190
Calls may be recorded for training and quality purposes
26th April 2021
Many Clients want to leave money to charities in their Will. Although leaving money to a charity in a Will is not the most complex area of Estate Planning, there are some potential pitfalls you need to consider whic...
19th April 2021
A key question many clients ask is whether they should own their property with their Spouse/Partner as Joint Tenants or Tenants in Common. Usually, you would own a property as Tenants in Common for Estate Planning r...
12th April 2021
We have many clients who are in their second marriage. For those in a second marriage with children from their first marriage and no children from the second marriage there is always the difficult problem of how to ...
5th April 2021
Here at Casey & Associates we are passionate about good Estate Planning as we have seen in many cases the value good Estate Planning can bring and how important it is. We have also seen many examples of where po...
29th March 2021
We get a number of questions from Clients who are cohabiting (unmarried) about how to most effectively manage their Estate Planning. There are a number of common misconceptions when it comes to couples who live as c...
22nd March 2021
Reviewing your Will is something we are very passionate about here at Casey & Associates. We offer all our Clients a no obligation review every three years of their Will to make sure it is correct given their cu...
15th March 2021
Estate Planning can be a complex subject and with so much information available on the internet from a range of sources (some more valid than others), there are a number of Estate Planning mistakes that individuals ...
8th March 2021
We have changed the names and some of the circumstances in this article to preserve the anonymity of our clients and their family. Mr & Mrs Smith become valued clients in 2008. They gave instructions for us to ...
1st March 2021
The Argentine football icon, Diego Maradona, passed away in November 2020 after suffering a heart attack at the age of 60. Maradona’s passing has caused speculation about his wealth and complicated financial l...
22nd February 2021
There are a number of myths surrounding Probate which can often lead to great confusion when it comes to Estate Administration. In this article, we aim to dispel some of these Probate myths, simplifying a complex to...
15th February 2021
It is never too early to start planning for retirement, but as you get closer and closer to retirement age, there are key fundamentals to make sure that you have in place. These are not just from an Estate Planning ...
8th February 2021
John and Mary were hippies who met at the Isle of Wight festival in 1970. They both had an interest in rock music and art and spent much of the summer together moving between rock festivals. They married soon afte...
1st February 2021
Barrie Russell Williams was a racing driver in Formula 3, a rally driver and in later years a driver in historic car races for some 25 years. He announced his retirement aged 79 and died just short of his 80th birth...
25th January 2021
The Covid-19 pandemic has had enormous implications on how businesses work and we are no different at Casey & Associates – we have had to adapt what we do to service our Clients and, importantly maintain t...
18th January 2021
For most parents, the primary focus of their attention is on their children, and many of the decisions they make are made around what is best for them. For this reason, it is essential that every parent should have ...
11th January 2021
If you applied to register a Power of Attorney in England or Wales between 1 April 2013 to 31 March 2017 you can apply to get part of your application back. This can apply to both a Lasting Power of Attorney and an ...
4th January 2021
Buying property and letting it out has become very popular in recent years. Currently the Stamp Duty Land Tax “holiday” is pushing transactions and prices upwards. Estate Planners are always looking at w...
28th December 2020
There are a number of Will Writing companies throughout the country who specialise in Will Writing, Estate Planning and Estate Administration. In this article we are going to discuss the various types of Will Writin...
21st December 2020
Being an Executor means someone has chosen you to ensure that their wishes are carried out when they die. We know it is an important job, but what power does an Executor of a Will have? In this article we will...
14th December 2020
Ethel and Bert have been married for a wonderful 70 years together. They met whilst playing on the bomb sites in London in the 1940s. They got married in 1950 and worked hard. They had twins William and Benjamin (wh...
7th December 2020
Once you have decided to have a Will created it is important to have it signed and stored correctly. You should read over your Will just before signing it so that you are sure it reflects your wishes. If you and you...
30th November 2020
Making a Will is the start of the Estate Planning process and although there are a number of additional documents that most need to consider, making a Will is considered the foundation of a good Estate Plan. When i...
23rd November 2020
The global Covid-19 Pandemic has caused a wide range of unforeseen problems for many people and it has certainly had an impact on Estate Planning. There have been several different ways Covid has impacted Estate Pla...
16th November 2020
As we get older we all get a bit forgetful. Where did I put my keys? Did I lock the car? But are you able to remember that you questioned yourself or not? If so, then that is probably normal age-related memory chang...