Family Protection

The old adage says that you can’t take it with you, so the next best thing is to leave it to your loved ones. Unfortunately, this isn't always the case. The bequests you leave your loved ones can end up in the hands of strangers if they divorce, remarry or find themselves in financial difficulties.

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Online Wills

When it comes to making a will face to face communication is always better. You can discuss important issues that may be missed by a simple written questionnaire. It’s primarily for this reason that we do not offer an Online Will service - we offer a professional, face-to-face, bespoke service tailored to you.

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Home Protection

Statistics show that 1in 3 women and 1 in 4 men over the age of 65 will eventually have to live in a Care Home. Current legislation states that if your savings and the value of your home are over £23,250 then you could be expected to pay for your own Care Home costs, even if it means selling your home to do it.

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Funeral Plans

I am totally independent, which means that as there are numerous funeral plan companies on the market, I can recommend the best plan for you, rather than being tied to offer you just one company. I can do the research and from the details you give me, I can inform you of which company can offer you the best price.

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Power of Attorney

Unfortunately there are instances where someone cannot make decisions due to mental incapacity. The NHS estimate that over 2,000,000 people lack the mental capacity to make decisions for themselves due to dementia, mental health difficulties, brain injuries or other illnesses that may occur even in the prime of life.

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Probate

When somebody dies, there are a number of legal and financial duties to complete. Administering the estate can be expensive and take up time. A Solicitor can be employed to deal with Probate for you if you are named as an Executor in a Will or if there is no Will and you are the next of kin.

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For reliable and independent will writing services

contact Karen now on 0151 305 2305

Latest News…

Sir Bruce Forsyth

Sir Bruce Forsyth died on Friday 18th August aged 89 following a long illness.  It is estimated that he had a net wealth of £17 million, which includes his home in Surrey worth  around £4 million and his two properties in Puerto Rico estimated at £4 million in total.  His wife of 34 years Wilnelia is now the sole director of Sir Bruce’s company Bruce Forsyth Enterprises, said to be worth £6.2 million.  It is claimed that he has left his total fortune to Wilnelia.

Current law states that spouses and civil partners can transfer their wealth without being charged with inheritance tax.  The present normal IHT rate payable is 40% above £325,000 for a single person and £650,00 for married couples.

It is likely that he left everything to Wilnelia as he trusted her to distribute the wealth among their relatives, and because she can give a significant amount away tax free to their family, this of course means they end up with more.  Wilnelia may be able to give up to £650,000 tax free to Sir Bruce’s six children, nine grand children and three great grand children.

Apparently Sir Bruce hated the idea of his estate getting devalued by inheritance tax and spoke about it publicly before his death.  Speaking to the Radio Times in 2015 he said “I think your inheritance should go to your children more than back to the country that you’ve lived in.  I’m not saying you don’t owe the country something, of course you owe your country a lot for living there all those years.  But I think the Inheritance Tax charge can be a bit over the top”

He never claimed his basic state pension.