What are your reasons for not having a Will? Last month Martin Lewis, the money-saving expert conducted a poll all about Wills. Over 60% of UK adults don’t have a valid Will. And the poll showed there are lots of reasons why. Andrea looks in more details about the reasons people gave for not getting […]
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 »
What I love about Morecambe Bay Wills! Running my own business? I had never even thought this was possible. It took a terrible tragedy for me to look at my life and career, and come up with the idea of working for myself. Now, almost 5 years later I can honestly say it’s one of
Cheap and Free Wills. We all see them at this time of year particularly, when lot of charities promote making a Will in the hope that you will make a donation to them. No-one is saying don’t help out a charity – after all, Morecambe Bay Wills exists to do exactly that! We regularly support
Cheap and Free Wills – they may cost you much more in the long run! Read More »
11th-17th September 2023 Remember a Charity Week. This week, like every week, we are supporting charities, but this week is a special one. So we’ve asked Anna Webster, Legacy & In Memoriam Officer, from CancerCare North Lancashire and South Cumbria, to write us a short blog to tell us what our donations and yours mean
Preparing for your Will appointment Preparing for your Will appointment isn’t something to worry about. Lots of clients ask us what they need to do or think about in advance. We send out a “What to Consider” pack about a week before we see you, so you have time to think about things. However, we
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
The increase in online Wills, especially low cost ones, is something that is here to stay – whether we like it or not! Often, they are promoted by large legal companies, and regularly are for charities. And there is lots of variation in price – from a bit cheaper than a high street solicitor or
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
