Some of the things you need to look out for when you are trying to organise your legal and financial affairs.
We often get asked if we can help people to avoid care fees, after all, who wants to spend all their money on them and leave nothing for their children and grandchildren after a lifetime’s hard work? Care fees Assessment When someone goes into care, the local authority will carry out a financial assessment. As …
What are the disadvantages? Equity release can backfire on live-in family carers, says Bob Evans, an expert on Care Matters. This is his example of how it can be disastrous in the wrong circumstances, with family members who do not fully understand how it works, or may not even know it is in place. Always …
Unexpected Pitfalls of Equity Release: Buy With Care! Read More »
Sadly the owner of this business died many years ago, but he had asked us to do our best to help his clients when he realised his health was failing. Many of their clients will now be in need of updates and reviews, most especially those with Inheritance Tax Wills. We don’t store their Wills, …
Home Visit Wills of Worthing, Crawley & West Byfleet Read More »
Meridian Wills of Meridian House, Vulcan Way, Croydon CR0 9UG went out of business many years ago. Their Wills were a distinctive “yellow” marbled vellum colour and most clients had copies. When Meridian realised they were going out of business, they tried to return documents to their owners, only to give up when they discovered …
Or how to cost your family £140,000 plus. Not that the STEP Report specifically mentions that tens of thousands of pre April 2017 IHT Planning Wills in the UK now have the opposite effect! Estate Planning in 2022 We have always believed that Estate Planning is an ongoing journey, not a one-time fix as most …
STEP REPORT: How Out of Date is Your Estate Planning Read More »
