When writing a Will, it is a good time to think about your funeral. The obvious questions arise, whether you would like to be buried or cremated, and where. It is also wise to think about the practical arrangements of the funeral itself. Normally, the funeral director will advise family members of what they could have. However, it can be helpful if you give thought to the funeral while you are ...

Last week I had a meeting with a lady who was very concerned her husband won’t make a Will. Their situation was not uncommon. They are in their 50’s, and both have grown up children from previous marriages. They own their own house jointly, with no mortgage, and no major other assets. As neither of them have a Will currently, it is a bit of a lottery as to who benefits. Quite naturally, they wo...

If you are reaching retirement age, or already retired, it may seem like a great idea to draw capital or income from your home, especially if you are struggling financially. Some lenders talk about having a holiday of a lifetime, or being able to help your children, as good reasons for doing this. However, there are possible problems that may arise in the future. Increasingly, people of ret...

New customers are quite rightly often unsure how our service operates. Below I have given insight into our service and highlighted a few points you may find helpful: 1) Firstly we make an appointment to discuss your situation. This will normally take place at your home or our office. We do not charge extra for home meetings. Typically, this will take around an hour. What we are looking for ...

There are around 5.7 million small limited companies operating in the UK. These businesses employ over 16 million people. Of the limited companies, in 2017, 60% are “Sole Proprietorships” meaning they employ just one person. That is around 3.4 million people. Most of us will know someone like this. I was told recently by an accountant, about an owner of a small limited company, who died unexpe...