A Guide to Care Home Fees

The requirement for long term care is often associated with the aging process, however the need for long term care can arise at any term in a person’s life as a result of a serious illness, accident or disability. Regardless of age there are two types of care a person may require: Healthcare or Social…

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A life, and Death, in the Sun

Thinking of moving abroad to retire or start a new life? Every year thousands of Brits move abroad for many reasons. A job change, retirement in a warmer climate and fulfilling ones life dream are among many reasons us Brits leave the usually gloomy British weather. The journey is not an easy one and every…

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It’s never too early to plan for the future, but it can be too late

A recent study by the Solicitors for the Elderly (SFE) warns that a third of the UK population are not prepared for later life. With improvements in health and social care as a society we are living longer and many recent studies have found the number of people developing dementia is on the rise. Despite…

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Executors: What You Need to Know

An important part of writing your Will is appointing an executor or executors. The role of an executor is to sort out your estate when you die in accordance with your Will. They will be responsible not only for distributing your estate but for making sure the right amount of tax is paid. They may…

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Digital Assets and Your Will

When it comes to writing your Will what do you think about? Many people would like to make gifts of money, possessions such a jewellery or cars and their house. Many people do not think about the assets they have that are not tangible. Digital assets can have significant value, whether this be monetary value…

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Privacy Notice

Personal Data In the EU’s General Data Protection Regulation (GDPR), Personal Data is defined as “…any information relating to an identified or identifiable natural person (“data subject”); an identifiable person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, online identifier or…

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Will Inheritance Tax Rules change again?

Will Inheritance Tax Rules change again? Earlier this year the Chancellor and the Financial Secretary to the Treasury requested that the Office of Tax Simplification (OTS) review a range of aspects of Inheritance Tax. This will include: *       Process of submitting Inheritance Tax returns and paying any tax *       Rules around…

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Loyalty Points on Death

Loyalty Points on Death We live in a world where Loyalty Scheme and Points are everywhere. You will probably collect points when you do your weekly shop, book a hotel and when you fly. Each scheme is different, however the points you collect can have a significant value attached to them. So, why do we…

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Trustees Responsibilities – Update

Trustees should not have refused to provide information about trust to beneficiaries (High Court) The High Court has criticised trustees who refused to provide information about the trust to its beneficiaries at their request (Lewis v Tamplin & Ors [2018] EWHC 777 Ch). The High Court has criticised trustees who refused to provide information about…

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Why do I need a Funeral Plan?

Why do I need a Funeral Plan?   It’s only natural to put off talking about death, it is a subject that many of us are uncomfortable with. Unfortunately, it is an inevitable part of life and planning ahead is important. By arranging a Funeral Plan during your lifetime you can:   Help relieve the…

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