Andrea writes about trusts in Wills, something many of her clients consider to give added protection for those they love. When I was first learning about Trusts as a new Will Writer, we got to the section on Trusts in Wills and I thought ‘here we go, this is going to be really complicated!’. Now […]
Joint Tenants or Tenants in Common? One of the most common questions we are asked. And the one where there are most myths and misunderstandings! So, what does it all mean? When you buy a house with someone else, you are often asked by your conveyancer if you want to hold that ownership as Joint
Property Ownership – Joint Tenants or Tenants in Common? Read More »
We see lots of adverts and articles about Care Fees, Wills and Trusts. But there are lots of misunderstandings about what the fees are and how they are funded. And whether your home needs to be sold to fund care. And many more about how a Will or a Trust can help you and your
Some great, simple, guidance from Andrea about why considering a Protective Property Trust in your Will makes so much sense to so many different types of families. Many clients say when making an appointment ‘we just need a simple Will’. Where a simple “Mirror Will” is appropriate, that is exactly what we will help you
Protective Property Trusts … for blended families, and much more! Read More »
Lifetime Gifts. What are they and how do they affect Inheritance Tax? When I speak to clients there are lots of people who tell me “I can only give away £3,000 a year”. Or “I can give away money and then survive 7 years and not pay care fees”. So, there is a lot of
Have you thought about how a Will can protect your children? Most parents would agree that their children are their most precious assets. Yet shockingly many parents with children under 18 have failed to make provision to protect them in the event of death. Statistics show that only 16% of adults aged between 35-44 have
Many of our clients choose to include Trusts in Wills to protect the people they love, and give greater control over what happens to the gifts they make. Here Nicola provides an overview of their uses and a simple explanation of how they work. What is a Trust? In its simplest terms, a trust is
