Rachael is on a mission to share her expertise and help more people avoid the all-too-common misery caused by not having a Will, poorly drafted Wills, or the lack of relevant estate planning provisions.
The articles below share her nuggets of wisdom, drawn from years of working with personal and business clients, to help protect you from these pitfalls, explained in straightforward, plain English (not legal jargon).
Dealing with Overseas Assets under your Will…
Writing a Will is the best way to decide exactly what will happen to your assets after you die. It’s important though to remember that you can determine what happens…
Peace of Mind Before Your Holiday…
Planning your Will may be the last thing on your mind as you’re packing your beachwear and sun cream, but accidents and injuries happen when we least expect them. Of…
Business Succession Planning…
Have you given any thought to what will happen to your business if something happens to you? Nobody wants to think about their own mortality, but we have to accept…
Record amount of IHT paid last year
New research has indicated that inheritance tax paid by British families has reached an annual total of £5 billion. From the final data collection before the new threshold was introduced…
Do You Know How Much Retirement Will Cost…?
Recent research by ‘Saga Investment Services’ (SAS) indicates that 40% of people over 40 have no idea how much money they will need to provide a basic standard of living…
Live & Let Die – What Would You Want…?
Hitting our screens in 1973, “Live and Let Die” is remembered as one of the best-loved Bond films and boasted an all-star lineup. Alongside Jane Seymour as Solitaire, Bernard Lee…
What happens when there’s no Executor?
As part of writing their Will, a Testator will choose people they trust to act as their Executors after their death. These are the people who will deal with the…
Making Sense of Wills – the Jargon…
When it comes to sorting out a Will, there’s an awful lot of jargon to try to make sense of. Here are some of the most common terms you’ll come…
The Dangers of DIY Wills…
Everybody with any loved ones or assets should write a Will, unfortunately not all Wills actually do what they were intended to. You can write your own Will. In fact,…
Retirees seek Advice After Brexit
When the UK made the decision to depart the European Union last year, the actual departure seemed a long way off. Although the thought of leaving loomed, the process of…
What Happens When a Monarch Dies…?
Queen Elizabeth II has been alive for longer than the vast majority of us, and yet it seems hard to believe that she will one day die. However, there are…
Problems with the new ‘Residence Nil Rate Band’…
The new Residence Nil Rate Band (RNRB) that came into effect on 6th April is good news for many – but not for everyone. In summary, the new tax-free allowance…