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So far Phil has created 17 blog entries.

Sorting your Will out during social isolation

Can I update my Will during this crisis? The short answer is …. Yes. However, it does come with a number of caveats. Can I do it in social isolation? Yes. The professional Will Writer still needs to do a full and comprehensive assessment of your needs and requirements which is best done face [...]

By |2020-04-08T09:05:43+01:00March 24th, 2020|Uncategorized|0 Comments

Your Rights as a Cohabiting couple

This is an article that I have reproduced from The Society of Will Writers (cohabiting-couples-rights-under-law) about your legal rights as a cohabiting rather than legally joined couple (e.g. marriage, civil partnership). It is fair to say that in the UK, family situations are becoming incredibly more complex and there are more than 6 million cohabiting couples in [...]

By |2020-04-07T21:45:58+01:00March 1st, 2016|Uncategorized|0 Comments

Probate Fees increasing?

The government is looking at increasing the probate fees bereaved family and friends have to pay to activate a will, with the rise being labelled a 'death tax'. The fees are currently set at a flat rate of £215 for all estates worth at least £5,000. However, the government wants to move to a tiered [...]

By |2017-05-19T16:12:58+01:00February 25th, 2016|Probate|0 Comments

Mental Capacity

When making your Will and / or your Powers of Attorney (LPA) you need to have “Mental Capacity”. That’s great but what is it and what do YOU need to know. Simply it is being able to make decisions for yourself. To have capacity a person must be able to: understand the information that is [...]

By |2017-05-19T16:12:58+01:00February 16th, 2016|Power of Attorney, Wills|0 Comments

What does an Executor do ?

The executor of the Will is the person who has to sort your estate out when you've died. Sounds quite straightforward until you realise some of the things that they have to do. In no particular order: finding all the financial documentation belonging to the person who die sending a copy of the death certificate to the [...]

By |2020-04-07T21:45:58+01:00December 1st, 2015|Wills|0 Comments

Who Will Care After I’m Gone?

Fitzroy.org recently published a disturbing article about the worries and concerns of Carers. It focussed on the very real issues of what happens to their cared for persons after they have gone. Some even suggesting that they secretly hoped that their cared for person died before they did. Although much of the article is outside of [...]

By |2020-04-07T21:45:58+01:00November 23rd, 2015|Money Stuff, Wills|0 Comments

DIY Wills

I thought I’d give you a few facts and figures about Wills especially DIY Wills. Let me say from the beginning that if a DIY Will is written correctly with all the issues considered and covered then it will much cheaper than getting a Will done professionally. However, how many people actually do know enough [...]

By |2020-04-07T21:45:58+01:00September 1st, 2015|Wills|0 Comments

Ilott v Mitson – Will this affect future claims?

This week, I have reproduced an article written by the Society of Will Writers.  It explains in detail what happened and the likely consequences of disinheriting your child / children. The case of Ilott v Mitson is one which, by now, you will be most familiar with. The recent Court of Appeal ruling received huge [...]

By |2017-05-19T16:12:58+01:00August 18th, 2015|Wills|0 Comments

Disabled Discretionary Trusts

This is a relatively new trust which was created under the Finance Act 2013. It is aimed at protecting individuals classed as having a severe disability from directly receiving an inheritance and the subsequent negative impact on their benefits. It is a discretionary trust so there must be two or more beneficiaries as a starter. [...]

By |2020-04-07T21:45:58+01:00August 10th, 2015|Money Stuff, Wills|0 Comments
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