Help Guides
Here you’ll find some of our frequently requested help guides. We review and add to this list from time to time. If you are looking for information on a topic that isn’t covered here, please feel free to contact us.
Often known as ‘living wills’, Advance Decisions and Advance Statements allow you to set out your wishes for any life-sustaining medical treatment you may receive in the future.
When you write a Will, in addition to recording your wishes for your estate in the event of your death, you will also be able to appoint a legal guardian your children.
It’s important to carefully consider who to appoint as an executor or trustee in your Will, as the people you choose will have to carry out vital legal responsibilities.
Digital assets can make up a significant part of a person’s estate, but they are often not fully understood. This help guide explains what digital assets are, and what happens to them after someone dies.
If you have a connection with any EU member states that have signed up to the EU Succession Regulation, this may affect what happens to your estate when you die.
Under the IPFDA 1975, certain people are able to bring a claim in court against the estate of a person who has died.
A life interest trust is a type of trust that can be written into a Will. It is also possible for someone to set up a life interest trust during their lifetime, though these are called inter vivos trusts and are not covered in this help guide.
We advise many clients when it comes to planning for the future. One recurring theme concerns care home costs, and how these might be met.
One recurring theme concerns how best to protect children from losing their inheritance, if a spouse or partner remarries, or enters into a new relationship, after the first spouse or partner has died.
You often hear stories of cats or dogs inheriting fortunes but, in England and Wales, at least, it is impossible to leave money to your pet.
Making a Will lets you decide what happens to your money, property, and possessions after your death.
Wills are confidential documents that are usually only made public after someone’s death. However, if you have been named as an Attorney on someone’s behalf, you might believe it is necessary for you to see that person’s Will.
If you can’t find a loved one’s Will after their death – or if you’re not sure whether they made one at all – there are steps you can take to investigate this.
Your draft Will contains reference to the ‘Standard Provisions and all of the Special Provisions of the Society of Trust and Estate Practitioners (2nd Edition)’. These provisions are often referred to as the STEP Provisions. The STEP Provisions, whether standard or special, can be excluded from your Will, but we don’t recommend this.
Inheritance tax is a tax payable on your assets after your death. Any provisions you make in your Will may have implications on the tax liability of your estate.
Contact us for straightforward advice that makes things easier, saves you money, and gives you peace of mind.