• Basic Wills from £125.00
    Basic Wills from £125.00
    Without a valid Last Will and Testament any assets you leave on death will be distributed according to the Rules of Intestacy. These rules lay down a rigid method of estate distribution and make no account of your wishes. Click the image to read more...
  • We realise that most people haven’t experienced probate before. Probate is the administration of a deceased’s Estate by the appointed “executors” in the Will, usually family members. At an already difficult and emotional time, the complexities of executing a Will and establishing any appropriate Trusts can be an arduous task. Click the image to the left to read more...
  • Inheritance Tax is simply a tax on money or possessions you leave behind when you pass on.It can also apply to some “gifts” you make during your lifetime. It is therefore vital that you receive professional Inheritance Tax Advice on your position to minimise the impact and tax paid should the worst happen, ensuring that your loved ones receive as much of your money as possible. Click the image to the left to read more...
  • Without a valid Last Will and Testament any assets you leave on death will be distributed according to the Rules of Intestacy. These rules lay down a rigid method of estate distribution and make no account of your wishes, unless you write a will. Click the image to the left to read more...
  • Lasting Powers of Attorney from £150
    Lasting Powers of Attorney from £150
    Often serious illness or accidents strike without warning. Last year, for example, approximately 130000 people suffered strokes. Without a Lasting Power of Attorney being available this is when it becomes difficult... Click the image to the left to read more...

Author Archive | David Dexter

A Real Investment

If you are cashing in your pension pot under the new legislation and are looking for a real investment then why not try this? Buy a Funeral Plan at todays cost and ensure you have the funeral you wish for at no extra cost whenever you die. Recent 2013 research by the University of Bath […]

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Political Promises

One party has promised an increase in the basic rate relief for Inheritance Tax. For married couples and civil partners they are increasing the joint thresholds from the present £650k to £1m based on the value of their residence. They herald it as a major boost for Inheritance. Unfortunately when examined the additional relief only […]

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Pension Pot Perils

With the new legislation on Pension Pot withdrawals coming into force from April 2015 there are considerable risks for those who take out large lump sums. The immediate effect is to increase the value of your estate for Inheritance Tax purposes. A large withdrawal from your pension pot added together with the value of the […]

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When Dementia Strikes

When the first signs of Dementia appear it is imperative to put your health and financial affairs in order. Initially you will probably be in full control of your faculties but as time progresses you will begin to lose control of your mental and physical abilities. To ensure your affairs are put in order the […]

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Care Act 2014

The provisions of the Care Act 2014 come into force from April 2015 It is worthy to note that from then Local Authorities will not have the power to assess married couples/civil partners jointly for means test purposes . Each person considered for care will have to be assessed on their own individual assets. Assets […]

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Tony Benn ‘s Trust

It is reported today that maverick socialist Tony Benn’s £5m estate will probably avoid Inheritance Tax. The reason appears to be because it was placed in Trust after the death of his late wife. Tax experts say it is likely a ‘deed of variation’ was utilised to transfer part of the property into Trust after […]

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1925 Intestacy Rules changed

With effect from 1 October 2014 a new piece of legislation called “The Inheritance and Trustees Powers Act 2014” comes into force abolishing previous rules established in 1925. These relate to persons who die without leaving a Will. From the beginning of this month where a person dies without a Will and leaves a spouse […]

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Families as ‘Cash Cows’

Families are being used as ‘Cash Cows’ by the government imposing the immoral double tax upon inheritance. So says Dia Chakravarty of the Taxpayers Alliance commenting on the latest figures released yesterday. With the average price of a home in the south east now at £337000 thousands of middle income families are being dragged in […]

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Affordable Funeral Plans

Our recent association with ‘Golden Leaves Limited’ , a company specialising in the provision of Funeral Plans, enables us to offer really affordable Funeral Plans . The average cost of a funeral today is approximately £3600. This has to be found by your executors out of the assets you leave in your estate. The executors […]

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