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Can a Will be Challenged?

7th December 2017

A Will is the best possible way to ensure that your assets are distributed precisely according to your wishes after you pass away. Nonetheless, there are a number of different factors which can allow for it to be challenged. The main reason is a ‘lack of testamentary capacity’ –... read more

Posted in: Estate Planning, Inheritance Tax

Acting as an Attorney

6th December 2017

The number of people making use of Lasting Powers of Attorney (LPAs) has increased enormously in recent years. In fact, according to data from a Freedom of Information request, the number of LPAs has increased threefold since 2010. This is undoubtedly a good thing; LPAs allow someone to nominate... read more

Posted in: Estate Planning

A right royal send off

6th June 2016

Whilst we will not be around to see our ‘send off’, the traditionally conservative funeral is changing. Have you given your funeral much thought? It is still a taboo subject but with a little thought and discussion with those to be left behind, we could make matters a whole... read more

Posted in: Financial Planning, Inheritance Tax

Peace of Mind

5th November 2015

Our team of advisers recently had the pleasure of meeting with the UK’s leading support and research charity, Alzheimer’s Society UK. The charitable arm visited our Worthing office, to help raise awareness of Dementia. Our team heard about the impact of Dementia – from how it affects individuals and... read more

Posted in: Estate Planning, Financial Planning, Inheritance Tax, News

Long Term Care Reform

29th July 2013

Long Term Care Reform Following the Government’s announcement to implement a new funding model for adult social care, the ‘Dilnot Cap’ on care costs has received a great deal of news coverage. There are three key elements of the new reforms which, if approved by parliament, will be implemented... read more

Posted in: Financial Planning, News