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FAQs About Estate Planning – Who can apply for probate if there is no Will?

In this third mini blog in the series of FAQs about Estate Administration, Kat King explains who will deal with your estate if you die without a Will in place. When someone dies without making a Will, or their Will is invalid for any reason, they die ‘intestate’. This means they die without appointing Personal…

FAQs About Estate Administration – When do I need to pay Inheritance Tax and how do I pay it?

In this second mini blog in this series of FAQs About Estate Administration, Kat King explains when and how Inheritance Tax (IHT) is paid When do I need to pay IHT? IHT must be paid by the end of the sixth month after the person died. For example: Jack Smith dies on 15th May 2019….

FAQs About Estate Administration – As an Executor, what am I liable for and can I be sued?

In this first mini blog in the series of FAQs about Estate Administration, Kat King explains about the duties and liabilities of being an Executor. As an Executor, who has been appointed by a Will, you have various duties and powers when dealing with an administration of an estate. What are my duties? Your duties…

FAQs About Later Life Planning – What is Pension Credit?

In the fourth mini blog in the series of FAQs About Later Life Planning, Gemma Norris explains what Pension Credit is and who is eligible. The BBC recently announced plans to withdraw free TV licences for the over 75’s, with effect from 1st June 2020. Under the new rules, from 1st June 2020 if aged…

FAQs About Later Life Planning – What is a power of attorney?

In the third mini blog in the series of FAQs About Later Life Planning, Gemma Norris explores the types of powers of attorney available and the difference between them. A Power of Attorney is a legal document where you (the donor) appoint someone (your attorney/s) to manage and make decisions about your affairs in the…

FAQs About Later Life Planning – What to consider when choosing a care home?

In the second mini blog in the series of FAQs about Later Life Planning, Kate Norris explores what to consider when choosing a care home. If the needs assessment carried out by the Local Authority shows that you need more support and care than can be given at home, the recommendation may be that you…

FAQs About Later Life Planning – I am no longer coping – how do I apply for care at home?

  In the first mini blog in the series of FAQs about Later Life Planning, Kate Norris explains how to apply for care at home. If you find you are having trouble coping at home with everyday tasks it may be worth asking the local authority to carry out a needs assessment. This is a…

FAQs About Wills & Trusts – What needs to be in a Will and how do I go about it?

A Will is a legally binding document that lets you decide what happens to your money, property and personal possessions when you die. Sometimes it can be difficult to know where to start and you may wish to think about the following points before making your Will. In the third mini blog in the series…

FAQs About Wills & Trusts – What happens if I die without a Will?

In the second mini blog in the series of FAQs about Wills and Trusts, Annie James explains what happens if you die without a Will in place.  Wills are used to direct how your assets are dealt with after your death. If you die without a Will in place, your assets will pass in accordance with…

FAQs About Wills & Trusts – Do I need a trust if I already have a Will?

In the first mini blog in the series of FAQs About Wills and Trusts, Tom Chiffers considers the differences between trusts created in your Will or during your lifetime.  Any provisions that you include in your Will only apply after your death.  Therefore, if you wish to pass on your assets before then, you will…