Staff Planning Seminars

Sep 23

Staff Planning Seminars

Kept assets have recently been presenting to staff at retirement seminars for a major national institution. Whilst we are aware that Wills are not high on everybody’s to do list (which they should be) we’ve been surprised at the number of retiring staff who haven’t yet considered their estate planning. Those that have Wills are […]
Nov 19

Simple Planning for IHT

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 can make things easier for your family. Take inheritance tax for example (you know the government will!). Were you aware […]
Nov 6

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 that lower value estates, up to £50,000 would be exempt from probate fees whereas those with assets of more than […]
Nov 5

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 whole interview at: