Healthy Estate Life Planning

19/02/2024

People over 40 in England are to be given more information about dementia to help improve early diagnosis of the condition, the health secretary says.

19/02/2024

George Osborne (the Chancellor of the Exchequer) advising the public to use tax-dodging schemes to avoid inheritance tax and lumber the taxpayer with the cos...

19/02/2024

Please Like and Share “1st” QUARTER REFERAL & ONLINE APPLICATION PRIZE DRAW 2024 prizes include M&S VOUCHERS, FINE SPIRITS, WINES & MORE .....FREE WILLS, FREE LPA'S,
PROTECTIVE PROPERTY TRUSTS.. * *MAJOR PRIZE WINNERS*
Will receive
A FAMILY PROTECTION TRUST PACKAGE
Family Protection Trust
2 OR 4 X Lasting Powers of Attorney
1 OR 2 X Last Will & Testament
JUST SEND A PM TO ENTER

All you have to do to apply is send a Personal Messgae to our page with your name address and contact telephone number in order for us to contact you to let you know if you have won To enter you must be over 18 all application’s must be received by March 30th
2024

06/09/2023

2nd Quarter Referals and prize draw raffle winners Pic 2 Jeff Ayre & Julie Stoker Family Trust Package & Don Julio 1942…
Pic 1 Stewart Richardson Will & 2x LPA package with Don Julio 1942 All names and pictures are posted with client permission, other prize runners up declined to have their photo’s or names posted as is their right… Congratulations one and all , watch out for the third quarter draw which will remain open until 30th September

20/06/2023

Ann & Robert Shaw of Jarrow winners of first prize in the first quarterly draw of 2023
Full Family Trust Package and a bottle of the finest tequila money can buy Don Julio 1942 and £50 M&S voucher well done. Other prize winners and runners up declined to have their photo’s or details posted as is their right.

15/03/2023

WHEN SHOULD I GET LASTING POWERS OF ATTORNEY ???
MARTIN LEWIS

Consumer expert Martin Lewis offered young people a sage piece of advice during his ITV show after an audience member posed a question regarding the age at which you should set up a power of attorney. Power of Attorney, as stated by Which?, "is a legal document where one person (the donor) gives another person the right to make decisions on their behalf". It adds: "If you want someone to act on your behalf in financial or medical decisions you'll need to give them power of attorney over your affairs."

During the show the 50-year-old financier and broadcaster was tackling the "difficult but important conversations" to have with friends and family to help prepare and protect finances in the event of any of the "3 Ds: death, divorce, and dementia" and after hearing this question urged people to seek out a power of attorney as it was "more important than a will".

When Caitlin replied that she was 25 Martin said: "That's a good age. Simple as that – 25 would be good. Power of attorney... I think in many ways I think a power of attorney is more important than a will. Because if you die you die and the money is going to go on to people and you won't use it anymore. But if you lose your faculties, if you lose your abilities to look after yourself mentally, then the question is: what happens to your finances?

"And the truth is, let's say it's dementia, an accident, or stroke don't assume your family can access your money. Not even if it's the money needed to pay for your care – it can be locked away without anyone being able to touch it.

"To get it they'd need to apply via the Court of Protection or equivalent. That's a hassle. It's long. It's costly. You might not get the right person appointed that you would have wanted to take over your faculties."

He concluded: "To answer your question. Why not do it now and have it ready if you've got the assets and you need it? Look, if there's other people that can look after you if something happened to you that might be a different scenario."

He then went on the explain just how a power of attorney works: you nominate a friend or relative to take over your affairs if you lose your faculties. He stressed the "if" in particular, saying: "It doesn't mean you're giving up control now. I've had a power of attorney since my 30s. Thankfully I've had no foreseeability of losing my faculties. No-one takes control of my finances – I'm in control of it. But I have a power of attorney to do that." Martin then went on to explain how to apply for one and gave options for those and added: "My big message is it is better to have a power of attorney than not."

Many viewers on Twitter were quick to support this statement in agreement. One user, , wrote: " yes, yes yes, Power of attorney is SO essential. I registered my mother's 5 years ago - she's in a nursing home now & I'd be lost without it. Everyone should have one for financial matters Martin Lewis

Another pleaded with other users to get a power of attorney, stating: "As stated by Martin Lewis if you haven't done it please please get one sorted. My friend was in ICU with Covid and spent 128 days in hospital. She didn't have a POA and we went through hell - couldn't even pay her rent Please get it - it helps your loved ones."

12/01/2023

If you are or offer the following -

*Mortgage adviser
*Financial adviser
*Life Insurance

and you are not helping your clients to get their Estate Planning affairs (Wills, Will Trusts, Trusts & Lasting Powers of Attorney) in order then please get in touch so we can help both your clients and you 👍

’s

15/12/2022

CHRISTMAS / NEW YEAR 23 PRIZE DRAW... M&S VOUCHERS, FINE SPIRITS, WINES & MORE .....FREE WILLS, FREE LPA'S,
PROTECTIVE PROPERTY TRUSTS.. * MAJOR PRIZE’s
ARE FAMILY PROTECTION TRUST PACKAGE’S which includes
Family Protection Trust
2 OR 4 X Lasting Powers of Attorney
1 OR 2 X Last Will & Testament
JUST SEND A PM TO ENTER

All you have to do to apply is send a Personal Messgae to our page with your name address and contact telephone number in order for us to contact you to let you know if you have won To enter you must be over 18 all applications must be received before 03/01/2023

17/08/2022

LEGAL SERVICE QUESTION WINNERS
Full Family Trust Package Winners from Cumbria 1st and 2nd quarter Prize Winners both very happy now that their families are protected just PM to enter.
(see below)
Package win
1 x Family Protection Trust
Lasting Powers of Attorney x2
1 x Last Will & Testament

With their permissions
Anne Marie Hyde
Carol Bellfield

GET YOUR ENTRIES IN FOR NEXT QUARTER ENDS 30th September simply message

Your name address & mobile number by personal message to the page

13/06/2022

Just answer this ? What is a Lasting Power of Attorney
Message your answer on this platform inc your contact number and email address

Quarterly Competition to win
1ST PRIZE
1 Family Trust Package
Inc 1 Family Trust , 4 x Lasting Powers of Attorney , 2 x Mirror Wills .

RUNNER UP (2)
1 x Protective Property Will Trust package inc. 2 x PWPT, 4 x Lasting Powers of Attorney

3RD PRIZE
10 x Free Wills

Prizes can be transferred to family members or friends over 18 who must reside within the UK but not including Scotland
*does not inc reg fee’s

Draw will be completed by July 30th

04/09/2020

Make sure your family control your dignity should you suffer this dreadful disease for further information or to gain some legal advice without obligation simply email [email protected]

BARBARA Windsor may be pint-sized, but her absence feels huge. The picturesque mews house she shared with Scott, her husband of 20 years, is now eerily quiet; devoid of that trademark giggle and th…