Tag Archives: will

What is estate planning?

Estate planning sets out how your assets will be distributed, who they will go to, and when. Without making an estate plan or a Will, the Intestacy rules will be used to decide what happens to your assets.

What to do when someone dies

What does the executor need to do next? How do you register a death? How do you obtain probate? All this, and more about the costs associated with passing on an estate from Wren Sterling’s Head of Later Life Advice.

Resolving financial issues in family disputes

Disputes over matrimonial assets, arrangements for children, or in situations where parties are not married; in these scenarios Claire Colbert, Family Lawyer at Freeths explains the options available to parties hoping to resolve financial disputes.

Ensuring that your legacy reaches the next generation

Whether we agree with it or not, most of us understand the concept of paying for our later life care. Most people are careful and do not want to pay more than necessary, although paying for your own care brings with it the choice of where and how you are cared for. Find out more in this article from our partners, The Will Writing Company.

Inheritance Tax: why it pays to start early

Phil Jenkins, a Chartered Financial Planner with Wren Sterling, discusses changes in Inheritance Tax (IHT) and sets out a basic checklist for clients. More of us will need to consider IHT planning in the future. This is illustrated in an article published in the Telegraph, in which the Office of Budgetary Responsibility predicted that 10% [...]