Posts tagged “inheritance”

Should I place my life insurance policy into a trust?

Posted on 27th February 2025

Like an umbrella on a rainy day, a life insurance policy is protection against the unexpected. Should you put yours in a trust?

You might have heard trusts mentioned in relation to Will writing and estate planning.

Trusts are also a consideration if you’re planning to take out some life insurance.

Many of us think about life insurance as protection for a rainy day. It can help our loved ones manage financially when we die. Normally they receive a lump sum free of income tax and Capital Gains Tax, so how might a trust help?

Do you have marriage plans for 2025? Why you should write a Will

Posted on 24th December 2024

Wegging rings can change your life but you need to update your Will.

Did you know that, even if you have a legally valid Will, it becomes void when you marry?

This is because the law in England and Wales sees marriage as a significant change to your finances and commitments. It assumes you will want to review your previous arrangements.

Getting married? Make a new Will

Posted on 11th September 2024

When you marry your existing Will becomes invalid, so creating a new Will is important. If you don’t make a new Will the laws of intestacy will apply, and your loved ones might not receive your bequests.

If you will soon be exchanging wedding vows and rings you should also write a new Will.

Do you have great expectations?

Posted on 26th January 2023

In a recent case a son and his stepmother turned to the courts to resolve a dispute over his late father’s estate, which included the family farm, worth an estimated £5million.

Disputes over promised inheritance are common in the framing sector

Posts tagged “inheritance”

Should I place my life insurance policy into a trust?

Do you have marriage plans for 2025? Why you should write a Will

Getting married? Make a new Will

Do you have great expectations?

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