Throughout the UK many people pass away without making a Will, without any inheritance planning or without suitable people appointed to deal with their estate after their death. This often leads to additional inheritance tax being paid, additional capital gains tax liabilities, and arguments within families which could otherwise be avoided.
The law is changing and the need for us to plan and effectively organise our estates is greater than ever before. This will have major consequences on how best to draft your Will and your Will will need to be kept up to date with the legislative changes which are taking place.
At a time when emotions run high, the uncertainty about your final wishes and the financial protection you want to leave to your loves ones is of major importance to those that you leave behind. Failure to plan in later life and failure to have suitable persons to deal with your estate can expose your loved ones to difficulty, adverse tax implications and loss to the estate.
Healys know the value of the personal service that we provide our clients. We have friendly, approachable staff and ensure our clients receive the best advice possible. Healys can help you to plan your estate comprehensively, with a full private client department which includes trusts and international wealth specialists, wills and probate specialists, family specialists and contentious probate specialists, all of whom work together to give you the best advice possible.
Our services include:
We also have a range of selected business contacts, including Independent Financial Advisors, Accountants and Wealth Managers to assist you.
If you would like further information on how we can help you call Christina Spencer on 01273 810 079 or email firstname.lastname@example.org
5th July 2018
A recent case on the difficult area of proprietary estoppel demonstrates that when it comes to who will inherit your estate, you may not be able to change your mind if the potential beneficiary has already relied on the promise. Continue reading »
15th September 2017
In an age when we are living longer, but not necessarily healthier, nominating a trustworthy person to make decisions for us in the event of mental incapacity is sensible life planning. Continue reading »
19th May 2017
Depending on particular circumstances, they will generally not save the majority of those getting financial support for home care or residential care fees any money. Continue reading »
16th February 2015
A number of trusts, known as “relevant property trusts” holding assets within their trust funds escape a 40% IHT liability on the death of the estate planner, but for inheritance tax which is chargeable (during the estate planner’s lifetime and upon death) when assets enter the trust (entry charge at the lifetime rate of 20%), or are distributed to beneficiaries (exit/ proportionate charge) and also a time-based charge every ten years (the ten year anniversary/periodic charge) where no inheritance tax would otherwise be payable simply because distributions are deferred indefinitely. Continue reading »
2nd February 2015
Unlike the capital gains tax regimes applicable to most countries internationally which charge tax on gains made on properties sited within the relevant domestic jurisdiction which disposed of by their owners, the UK at present does not charge capital gains tax (CGT). Continue reading »
27th September 2018
A hospital trust has been criticised for “serious failings” that led to the death of an elderly patient as a result of drinking cleaning fluid. An Inquest into her death, held between 10th and 18th September 2018, has resulted in the issue of a Regulation 28 Report (Prevention of Future Death report) by the Coroner. Continue reading »
18th September 2018
Jerome O’Sullivan, a Partner specialising in Construction Dispute Resolution, recently successfully concluded a high value and complex dispute in the Technology & Construction Court. Continue reading »
18th July 2018
Healys are delighted to announce that they have been shortlisted to win “Regional Conveyancing Firm of the Year” at The LFS Conveyancing Awards.
The Conveyancing Awards, sponsored by Groundsure, are widely recognised as being the most coveted in the conveyancing industry. Judged by high-profile industry representatives and with a rigorous selection process evaluating conveyancing practices, staff training and client satisfaction, the winners will be announced at the awards dinner held at The Vox Conference Centre in Birmingham on 19th September 2018.
Kiri Kkoshi, Partner and Head of Real Estate, said: “We are thrilled to have been shortlisted for our second award this year, and proud to be one of the finalists at such a prestigious event. The LFS conveyancing awards are deservedly respected for their comprehensive judging criteria and our inclusion as finalists is testament not only to the unceasing hard work of our staff but also to our continued commitment to exemplary levels of customer service. I am proud of my team and look forward to the awards ceremony.”