Here’s another guest post from Ann-Marie Matthews, Associate Solicitor at Barker Gotelee. In this article, she’ll be covering how an attorney under a Lasting Power of Attorney (LPA) has to manage the investments of the person they’re acting for. It’s important stuff,...
Estate planning
ADVICE YOUR CAN TRUST
What Happens to Your State Pension When You Die?
Ann-Marie Matthews, Associate Solicitor at Barker Gotelee. Today, she’ll be going over what happens to your state pension when you die, and how you can claim state pension if your spouse has died. The first thing to remind you of here is that there are actually...
Trusts: When Might You Choose to Establish One?
Here at Greensky Wealth, we’ve been working closely with other professionals to make sure we offer our customers a full range of legal and financial support. We’ve partnered with Ann-Marie Matthews, Associate Solicitor at Barker Gotelee, who’s written a series of...
What’s a Statutory Will and Why Are They Important?
Here’s the latest article in our series from Ann-Marie Matthews, Associate Solicitor at Barker Gotelee. In today’s post, she’ll be covering all the details you need to know about statutory Wills, what makes them different to traditional Wills and why they’re so...
What is the Difference Between Attorneys and Executors?
Continuing our series of articles from Ann-Marie, Associate Solicitor at Barker Gotelee, this is a question we think lots of people get a bit confused about. Well, no more! Read on to get your facts straight. The difference between executors and attorneys is often...
Why Do I Need a Will?
Here at GreenSky Wealth, we work closely with a team of other professionals to make sure our clients have the very best of help available for important life decisions that sit outside our area of expertise. Ann-Marie Matthews, Associate Solicitor at Barker Gotelee, is...
How To Reduce The Inheritance Tax You Pay
What's changed with inheritance tax? You should be pretty familiar with that fact that that when you pass away, your estate is subject to Inheritance Tax (IHT). In 2015 George Osbourne, the former Chancellor of The Exchequer, announced that he would scrap the duty on...
Why should an Independent Financial Advisor (IFA) help with your will?
Writing a will is one of the most important financial decisions you can make. By writing a will, you can determine exactly where all of your money and possessions go when you die. For some people with simple estates, a will should be relatively straightforward, and...
10 important reasons for making a will
Over the past couple of months we’ve been looking at various aspects of estate planning and preparing for when you’re gone. Hopefully by now you’ve got the message and have booked an appointment to go and make a will at the very least. But if we’ve still not convinced...
Disputed wills – why are they on the increase?
When the time comes for your estate to be divvied up in accordance with your will, there’s no escaping the fact that you’ll be dead (yes, another cheery article from us). Arguably then, you probably won’t be worrying too much about what’s going on at that point. But...