Does your Will do what it’s meant to do?
While having a Will is a great first step when it comes to inheritance management, if you don’t take the time to review it, your Will and estate planning can become outdated. Changes in circumstances…
NHS Staff Planning Seminars
Kept assets have recently been presenting to staff at retirement seminars for the NHS Whilst we are aware that Wills are not high on everybody’s to do list (which they should be) we’ve been surprised…
Parental Gifting Trusts for Education Fees and Other Generational Planning
So, you have decided to help your grandchildren by paying for their school and university costs. That’s a very generous thing to do and of course it will help to deplete the value of your…
Simple Planning for IHT (Inheritance Tax)
We all know that we should have a valid Will and of course we all know that reviewing the Will regularly makes sense, don’t we? But what about all of the other simple things that…
Changes to Probate Fees
Courtesy of the Society of Will Writers Trust Company* Last May the Ministry of Justice proposed the introduction of increased probate fees on a tiered system based on the deceased’s assets. This tiered system confirmed…
Kept Assets Featured on Local Radio
Kept Assets Director Richard Hayes was recently interviewed by local station 4LEGS Radio. In a broadly based chat, Richard emphasised the importance of Wills, Trusts and Lasting Powers of Attorney. you can listen to the…
Listen to Kept Assets on Local Radio
Richard Hayes from Kept Assets was lucky enough to be interviewed on 4LEGS radio by presenter and ‘Penny Post’ editor Penny Locke. you can listen to the full interview here: https://lnkd.in/ezRG7n3 We spoke in general…