As a business owner, your will must include your business and personal assets. There are also separate inheritance tax rules for business assets, so getting professional advice can help you understand them and plan accordingly. We gave a presentation on business...
The year is nearly over, and you might be reflecting on 2024, thinking about what’s changed and what you might do differently next year. Your circumstances may be different. We’ve had a new government and a budget that could change the provisions you include in your...
Going through separation and divorce is a stressful time with lots of things to think about. You might not have the headspace to consider your will, but it’s important to think about. Here’s how separation and divorce can affect your will and how you can protect...
We recently worked with a chap who was very poorly in hospital and knew his condition was terminal. His doctors had told him he only had a few days left, and he hadn’t made a will. We hope his story will help you understand why it’s a good idea to get your will sorted...
Cohabiting, where couples live together without getting married, is becoming more common. If you’re one of the 6.8 million people currently cohabiting, it’s worth considering what will happen when you’re gone. Here’s how you can protect your family when you cohabit....
If you’ve been appointed executor for a loved one’s will, you have a legal duty to ensure their wishes are followed. Trusts are increasingly common in wills, and you must deal with them properly to avoid problems further down the line. How can you tell if there’s a...
If you’ve never heard of a Letter of Wishes before, you’re not alone, even if you’ve already made a will. We think they’re an essential part of the process as they can help to ensure that your wishes are carried out when you’re gone. Here are a few reasons why you...
When you create a will or a Lasting Power of Attorney, one of the first steps is to check whether you have the mental capacity to make those decisions for yourself. I wanted to tell you about a lady I recently met with dementia and what the process will be for her...
We all have the right to decide what medical treatment we do (and don’t) want, so the idea of being in a situation where we have no say can be pretty scary. A living will, or advance decision, lets you refuse treatment in advance. The question is, do you want a living...
When you create a Lasting Power of Attorney (LPA) you choose the people that you want to make decisions for you when you’re no longer able to. It can be a difficult decision as you need to be confident that they’ll look after your finances well or make good decisions...
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