What do I say as an Executor?
What options do I have as Executor when contacting companies that dealt with the deceased? When contacting the companies concerned do you know what you are going to say to them? For example, when contacting…
Don’t want the Money?
Every so often there is a beneficiary of a Will that just doesn’t want the money. Yes, I know you all would like to put your hand out to help them out. Actually, if they…
Business Relief
Business Relief (BR) is a form of inheritance tax (IHT) relief that can be claimed on certain business assets owned for more than two years. It lowers an estate’s value, reducing the IHT bill that…
Kept Assets are pleased to become a corporate member of the Best Foundation.
Best Foundation is the UK’s newest, forward-thinking, self-regulated non-profit Foundation for Will Writing professionals. Best Foundations mission is to educate and inform the public to the benefits of making a Will. Their aim is to…
Hear about our expert Will writing and estate planning services at the luxurious Eden, Pearl House, Newbury on 25th November 2021.
Kept Assets are pleased to announce that we will be talking about all things to do with Wills and Lasting Powers of Attorney at Pearl House at 11:00am. Any attendees can take advantage of a…
Churchill Retirement Living residents can now receive expert Will advice from the Kept Assets team.
Our specialist, experienced advisers can meet with Churchill residents to discuss their needs, either in our central Newbury offices or at their Churchill Home. We are able to offer remote telephone or video conferencing discussions.…
What’s the difference between Bloodline planning & writing a Will?
At a basic level it could be argued that they are the same. It could equally be argued that they are totally different, so if they can be the same and different there must surely…
Don’t lose the wrong kind of pounds with an out of date Will
Many of us over-indulged during the recent holiday season, and now we have that dreaded task ahead of us of losing a few pounds. There is, however, a place where it’s not ok to lose…
What is the role of an executor?
In this article, we answer the question “What is the role of an Executor?” Being asked to be an Executor of a Will is an honour and a privilege, however, it shouldn’t be a decision…