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…
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.…
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…
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…
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…
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it comes to inheritance management, if you don’t take the time to review it, your Will and estate planning can become outdated.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…
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…
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…
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…
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…