by Jenny Beverley | Jan 7, 2019 | Wills
Don’t be afraid to talk about making a will or what happens after you’re gone – it could be one of the most important things you do for your family! The New Year is a great opportunity to get around to things you have been putting off. Making a Will, shows that...
by Jenny Beverley | Oct 17, 2018 | Wills
You’ve made a Will, but when is a Will not Valid? Anyone (of sound mind and over 18) can make a Will. Off-the-shelf or online kits are readily available, but it isn’t as easy as filling out the forms and ticking the boxes. There are a number of factors that can...
by Jenny Beverley | Oct 17, 2018 | Powers of attorney
What’s the difference between a Will and a Power of Attorney? Will: a legal document which deals with the disposal of a person’s estate when they die.Power of Attorney: a legal document which appoints an Attorney to act on behalf of someone else whilst...
by Jenny Beverley | Sep 18, 2018 | Wills
You’ve finally got around to making your will after many years of putting it off, and as you sign, you give a sigh of relief that ‘everything is now sorted’. So how long should you leave it before you review or re-write your will? Outdated legal documents can be as...
by Jenny Beverley | Jul 11, 2018 | Powers of attorney
Pension Freedoms and the importance of a Lasting Power of Attorney Do you have a drawdown pension? Or are you a financial adviser for clients with pensions? Four out of five retirees (79%) using pension freedoms to manage their retirement savings face a...