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…
Pre-paid funeral plans can bring peace of mind to the whole family
Our client, Mr. W from Newbury, tells us about two of his recent, separate experiences after the deaths of family members.... Have you ever been in the unfortunate position of having to arrange a funeral…
Don’t lose the wrong kind of pounds with an out of date Will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…
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it comes to inheritance management, if you don’t take the time to review it, your Will and estate planning can become outdated.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…