Don’t Let a Lifetime of Hard Work Pay for a Broken System: Why It’s Vital to Protect Your Home While You Still Can You’ve worked hard your whole life. You’ve paid your taxes. You bought your home, raised a family, and saved for retirement. Now, in your later years, you deserve peace of mind—not the […]
Care Fees – The Broken System Funding Private Equity Profits Read More »
Trusts – Are They a Good Idea? If you’ve ever tried researching trusts online, you’ll know just how confusing — and often misleading — the information can be. It’s no wonder so many people feel unsure about whether a trust is right for them. This article aims to clarify the facts, answer common concerns, and
Trusts – Are they a good idea? Read More »
Planning for the future is one of the most responsible steps you can take, yet many overlook the importance of having a professionally drafted Will. At The Planning Bee, we emphasize the critical role a Will plays in safeguarding your assets and ensuring your wishes are honored. Here’s why opting for professional help is invaluable:
The Merits of a Professionally Drafted Will: Protecting Your Legacy and Loved Ones Read More »
Inheritance Tax (IHT) Changes for Pensions: One of the most significant announcements from the Autumn Budget is the future inclusion of pensions in inheritance tax (IHT) calculations. From April 2027, pensions will be treated as part of an estate for IHT purposes. This move could substantially increase tax liabilities, especially impacting unmarried couples. What this
The Autumn Budget 2024: Implications for Pensions, Inheritance Tax, and Farmers Read More »
You may have seen many companies that promise you can create your Will in the comfort of your own home without the involvement of legal professionals and at a fraction of the cost. This may seem too good to be true – and it often is. DIY Wills A Will is one of the most
Can You Create a Will at Home? Read More »
Knowing when to write your Will can be challenging. It may seem that there is never a good time to get around to it, or the entire process can seem too difficult. However, having a Will is essential, and many excellent reasons exist to create one. Why You Need a Will Regardless of the assets
When Should You Write Your Will? Read More »
As a beneficiary, you may have many questions about how receiving your inheritance will work and what terms and conditions need to be met before anything can be released to you. Here are five things that all beneficiaries should know! 1) There Are No Rules For When Beneficiaries Should Be Notified Although it is good
5 Things Beneficiaries Need to Know Read More »
Trusts and Wills sound like entirely different things; however, there are many ways that you can incorporate trusts into your Will! Wills vs Trusts Wills and trusts are often discussed together, and it can be challenging to understand the differences between them. A Will is a legal document that comes into force when you pass
How to Incorporate Trusts Into Your Will Read More »
Having a Will is essential, but have you ever heard of a bloodline Will? Although they are similar to regular Wills, there are some key differences that influence who your beneficiaries can be. Bloodline Wills Defined Simply put, bloodline Wills are Wills that ensure that your descendants – in this case, only direct descendants such
What Are Bloodline Wills? Read More »
Lasting powers of attorney (LPAs) are legal documents that can be incredibly useful for later life planning. Many people think they are unnecessary, but there are many reasons why an LPA may be beneficial to you. What Is an LPA? A lasting power of attorney (LPA) is a legal document that allows you to appoint
5 Reasons Why You Need Lasting Powers of Attorney Read More »
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