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Free Wills – pros and cons

We spend a lot of time explaining to people why they should have a Will, so we applaud any initiative that highlights the benefits of having one.  However, we believe that having a Will that fully protects you and your specific requirements should be everyone’s ultimate aim. Did you know that approximately two-thirds of adults […]

Trust in Trusts

The following article is in the Caversham Bridge newspaper – October 2021.   Caversham Bridge Newspaper is available to purchase from Fourbears Bookshop and other outlets within Caversham.  More details from The Caversham Bridge Website. Trust in Trusts. You might think that Trusts are used solely by the very rich and by those people with complex estates to manage. […]

What is Estate Planning?

The following article is in the Caversham Bridge newspaper – January 2022.  Caversham Bridge Newspaper is available to purchase from Fourbears Bookshop and other outlets within Caversham.  More details from The Caversham Bridge Website. What is Estate Planning? Most people have a good idea what a Will is, but a quite a few are not sure […]

Be Prepared – Lasting Power of Attorney

Be Prepared – Lasting Power of Attorney by David Robinson SADLY, LIFE changing events happen to people every day. Are you as well prepared as you could be? If for any reason you were unable to make decisions about your health and welfare, or financial affairs, who would do so for you? A Lasting Power […]

Will you put it off again?

Will you put it off again? by David Robinson THINKING ABOUT your Will and how you want your property and assets shared out after you die is something that no one really wants to do… but you know you should.  I speak with people every week about this, and one thing is clear – there […]

No simple task – the Executor

No simple task – the Executor WE HOPE our articles on Estate Planning have helped you to better understand how to ensure your family and loved ones are protected when you are gone. This month the spotlight is on the Executor of your Will. When writing a Will, you will state who you want to execute […]

The Four Types of Taxation in the UK

Corporation tax Corporation tax is paid by limited companies on their profits. Corporation tax is not payable by the self-employed but does apply to the following organisations, even if they are not limited companies: members’ clubs, societies and associations; trade associations; housing associations; groups of individuals carrying on a business but not as a partnership, […]

Why do I need to make a will?

Most people who put off making a Will do so for a number of reasons, normally they believe that: It is too difficult a task to do. The people they want to inherit their assets will automatically. They don’t think it’s relevant to them at that moment in time. In reality none of these reasons […]

Prepare for care

  If you or a loved one are looking into options around care home provision it must feel like there are 101 things to organise. A good Estate Planner can help you with at least a couple of the most pressing issues. The worry of losing your home to long term care fees. Care homes […]

Information about Trusts – what is a Trust?

Information about Trusts – What is a Trust? A Trust is an obligation binding an entity (which can be an individual or a company/corporation) called a Trustee to deal with property in a specified way; for the benefit of one or more Beneficiary/Beneficiaries. What is a Trustee? Trustees are the legal owners of the Trust […]