It’s unfortunately all too common a tale. Out of the blue, an older person, rendered vulnerable by age or illness, acquires a new “friend”. Before anyone in the family realises what’s going on, their loved one has died, and the fraudster claims to be sole heir in terms of a last-minute will.
retirement
There’s lots of online chatter about other types of “will” such as offshore wills, digital wills, business wills, ethical wills and living wills. What are they and do you really need to put them all in place?
As mental capacity declines, families are often confronted with difficult legal and financial decisions. Many are surprised to learn that a Power of Attorney may no longer be valid.
Your will must always lie at the heart of your estate planning. But don’t concentrate solely on the financial wellbeing of your family after you are gone.
We’ll share some thoughts on when it’s a really good idea to have more than one will, how to go about preparing one, and how it will play out after your death.
If things fall apart and divorce looms it is easy in all the stress and hurly-burly of the break-up to forget all about your will.
Individuals and special trusts will benefit from bracket and other inflation-linked adjustments proposed in Budget 2023.
How to go about your financial planning so as to maximise the benefits to your spouse, your children and your grandchildren.
Many employees approaching the “Big Sixty” will have no intention of giving up work any time soon and will be asking their employers if they can stay on. We have a warning – “age discrimination” is an “automatically unfair” form of dismissal which carries severe consequences for offenders.
A tragic High Court case, in which a cruel twist of fate took a mother before her instruction to a bank to draw a proper will for her could be implemented, illustrates the danger of thinking “it can wait”. It can’t…