2023 Inheritance Tax allowances – and actions to take! I wrote a blog called Understanding Inheritance Tax a while ago, and it’s always been one of our most popular articles. It simplifies what can, for some, feel complex and you can read it here. It covers all the basics – allowances, rules, NRB, RNRB and […]
Students Powers of Attorney as a student? I’m only young, why do I need them? They are only for old people, aren’t they? What happens if you have an accident while you’re away from home? You could be at Uni, or even be traveling. Or if you need urgent access to your money? You may
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
Enduring, Lasting, General. Ordinary – all these are different types of Powers of Attorney. But do you know the difference? And do you know which one is best for you and your family? Here is an overview of them, their uses, and (for some types) their limitations! One of the older types of Powers of
Types of Powers of Attorney. Enduring, Lasting or General? Read More »
Andrea writes about something we talk about a lot – the dangers of a homemade Will. She was prompted when she saw the following conversation on Facebook a week or two ago: Q – Who can help with a Will? I want to make sure my brother and sister don’t get anything …. A –
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
Jane was inspired to write this blog after attending a recent conference. It featured a guest speaker, Professor Keith Brown, an eminent expert who advocates for families who face enormous challenges when they don’t have the right authority to help their loved ones at a time when it is needed most. Things we should all
4 – 3 – 2 – 1 !!! On 1 March 2023, we are celebrating 4 years of Morecambe Bay Wills! When I founded the company in 2019, I had no idea that we would grow and be as successful as we are. I simply wanted to “do good”, in more ways than one. But
Where is your Will? Andrea has written this really useful blog to explain how we help give our customers peace of mind knowing that their Will, and other important documents are safely stored. So, where IS your Will? Something I ask my customers when they tell me they have a Will in place. You would
Are you are a woman in your 20s and 30s and think you don’t need a Will? You may be reading this yourself, and you think that you are too young to worry about estate planning and that it’s something you can worry about later in life. However, I encourage you to keep reading. In
Making a Will in Your 20s and 30s: Why It’s More Important Than You Think Read More »
