As an Executor or Personal Representative, dealing with Probate and an estate comes at an already difficult and sad time. It can be a time consuming responsibility. We can help you. We can look after all aspects of the administration of an estate on your behalf, that can all too often become a minefield of problems and we will liase with you throughout it all.

Based in Failsworth Manchester, our office has the benefit of free parking and disabled access. You will receive a warm welcome.

However, we also offer home visits and a free initial consultation in your own home at a time that is convenient for you.

Call now on 0800 294 306 for advice and further details or email jo-ann.mason@wesolicitors.com

Probate Services Court of Protection

It was announced in the Summer Budget that there will be a family home allowance introduced in April 2017 of £100,000 per spouse on a rising scale to £175,000 in 2020.

The Government announced:

Taking the family home out of Inheritance Tax

Currently, Inheritance Tax is charged at 40% on estates over the tax-free allowance of £325,000 per person. Married couples and civil partners can pass any unused allowance on to one another.

From April 2017, each individual will be offered a family home allowance so they can pass their home on to their children or grandchildren tax-free after their death. This will be phased in from 2017-18.

The family home allowance will be added to the existing £325,000 Inheritance Tax threshold, meaning the total tax-free allowance for a surviving spouse or civil partner will be up to £1 million in 2020-21.

The allowance will be gradually withdrawn for estates worth more than £2 million.

www.gov.uk/government/news/summer-budget-2015-key-announcements

This is good news for those who are looking at inheritance tax planning in the future.

If you would like more advice on this in connection with the preparation of your Will contact we solicitors llp now.

Call for an informal chat or to make an appointment

Email: info@wesolicitors.co.uk

Telephone: 0800 294 3065 / 0161 683 3191

Home visits available in Failsworth Oldham Manchester Bury Bolton Wigan and surrounding arears

 

 

Dying Matters says:

As part of Dying Matters Awareness Week, we will be hosting a Twitter chat from 13.00-14.00 GMT every day from Monday 18 May to Friday 22 May. The aim of the chats is to encourage members of the public to take five simple steps to make their end of life experience better. Experts will be joining us to offer their advice around each of these steps.

Use the hastag #YODO to join in. 

Twitter chat schedule:

  • Monday 18 May, 1-2pm: Writing a will
  • Tuesday 19 May, 1-2pm: Recording your funeral wishes
  • Wednesday 20 May, 1-2pm: Planning your future care and support
  • Thursday 21 May, 1-2pm: Organ donation
  • Friday 22 May, 1-2pm: Telling loved ones your wishes

If you have a question or can offer advice about any of the topics above, please join in on Twitter by using the designated hashtag #YODO.

Find out more at: http://www.dyingmatters.org/

The writing a Will chat is very informative from Monday 18th May.  Lots of questions answered which may help you to think about making your own Will.

If you would like to make a Will contact Jo-Ann Mason on

0161 683 3191

or email jo-ann.mason@wesolicitors .com

 

Carers are now allowed to visit their loved ones without being restricted to visiting hour in a London hospital. People with dementia can now have their carer visit them as the hospital has offered an open all hours approach.

This recognition for carers is a significant breakthrough for John’s Campaign. Co founder, Julie Jones states:

‘The needs of people with dementia are different. Visiting hours do not apply here – family carers are essential.

‘My mum has Alzheimer’s and vascular dementia. She needs me to help her make sense of things. I wouldn’t let her go to the hairdresser alone, I’m blowed if I’m going to leave her alone in hospital without me!’

It is hoped that an open door approach for the carers of vulnerable adults across hospital settings will become the norm

See more : http://www.alzheimers.org.uk/site/scripts/documents_info.php?documentID=2947&pageNumber=3&utm_campaign=Monthly_Update_April_10.04.15&utm_content=12351041044&utm_medium=Enewsletter&utm_source=SmartFocus

-       Living with dementia magazine April 2015

 

For more information on how WE Solicitors can help carers and people recently diagnosed with dementia contact us on:

Email: info@wesolicitors.co.uk

Telephone: 0800 294 3065 / 0161 683 3191

We offer home visits in Failsworth, Oldham, Manchester, Bolton, Wigan, Salford Bury and all surrounding areas. We offer professional advice with a personal and friendly approach.

What to say if someone you know is dying

www.dyingmatters.org/sites/default/files/user/images/Resources/Promo materials/Leaflet_7_Web.pdf

What to do if someone you know is bereaved

www.dyingmatters.org/sites/default/files/user/images/Resources/Promo materials/Leaflet_4_Web.pdf

 

It is a very difficult time when you are faced with death either imminently of the aftermath. If you know someone who is dealing with it or going through bereavement, these leaflets offer some helpful insight in to what you could do or expect in these circumstances.

It is not an easy subject to talk about or face but in the long run it is much better to talk about it and bring it in to the open. It is upsetting but also can be rewarding. Dying Matters aims to help people talk more openly about dying, death and bereavement, and to make plans for the end of life.  www.dyingmatters.org  has resources, information, a community and news which can help. It may just be a small step but each one helps.

WE Solicitors are a member of #Dying Matters. If you would like to discuss any issues relating to End of Life or bereavement in terms of the legal issues it can present then please contact us for a free confidential consultation. #yodo

Email: info@wesolicitors.co.uk

Telephone: 0800 294 3065 / 0161 683 3191

Home visits available in Failsworth Oldham Manchester Bury Bolton Wigan and surrounding arears

What to say if someone you know is dying

www.dyingmatters.org/sites/default/files/user/images/Resources/Promo materials/Leaflet_7_Web.pdf

What to do if someone you know is bereaved

www.dyingmatters.org/sites/default/files/user/images/Resources/Promo materials/Leaflet_4_Web.pdf

 

It is a very difficult time when you are faced with death either imminently of the aftermath. If you know someone who is dealing with it or going through bereavement, these leaflets offer some helpful insight in to what you could do or expect in these circumstances.

It is not an easy subject to talk about or face but in the long run it is much better to talk about it and bring it in to the open. It is upsetting but also can be rewarding. Dying Matters aims to help people talk more openly about dying, death and bereavement, and to make plans for the end of life.  www.dyingmatters.org  has resources, information, a community and news which can help. It may just be a small step but each one helps.

WE Solicitors are a member of Dying Matters. If you would like to discuss any issues relating to End of Life or bereavement in terms of the legal issues it can present contact us for a free confidential consultation. #yodo

Email: info@wesolicitors.co.uk

Telephone: 0800 294 3065 / 0161 683 3191

Home visits available in Failsworth Oldham Manchester Bury Bolton Wigan and surrounding arears

Theresa Bunn aged 56, lied about the value of her aunt’s estate and failed to declare large cash gifts made in her life time. The estate was worth over £1.5m. Bunn declared the estate value to be £285,000 to HMRC to keep it below the tax allowance.

Bunn’s finances were investigated after HMRC officers discovered she had been financially supporting a friend and using her friend’s bank accounts to hide money and evidence of her spending from her family.

She was charged with cheating the public revenue contrary to Common Law in April 2014 and admitted the offence on 9th March 2015.

Bunn has been jailed for 2 years and 8 months as she lied to avoid paying an inheritance tax bill of around £500,000.

Stuart Taylor, assistant director, HMRC, said: “Theresa Bunn had the benefit of large amounts of cash and lied purely to avoid paying tax. The vast majority of us pay what is due, when it is due, but HMRC will not tolerate tax fraud and will investigate those we suspect of operating outside the law.”

__________________________________________

There are ways to reduce an Inheritance tax liability in a legitimate way. Seeking legal or financial advice is a more straight forward and practical way rather than risking a prison sentence. HMRC are naming and shaming more tax evaders and investigating all areas of tax avoidance.

The current tax threshold for inheritance tax is £325,000. Any amount above this is taxed at 40%.  A married couple can claim the tax allowance of the first spouse to die, giving them an allowance of £650,000 on the death of the surviving spouse.

There are exemptions such as charitable gifts and Business Property Relief. Inheritance tax planning is vital to anyone who has assets which a value in this region.

 

For more information on how you can include tax planning alongside your Will

call WE Solicitors LLP today.

Email: info@wesolicitors.co.uk

Telephone: 0800 294 3065 / 0161 683 3191

 

 

The Ministry of Justice (MOJ) has launched a public awareness campaign to encourage people to plan for their and their families’ futures.

https://www.gov.uk/government/publications/planning-for-the-future-choice-not-chance

It can be difficult to have a conversation about making a Lasting Power of Attorney or a Will. It is always easier to approach when it is not likely to be an immediate issue and it is a measure taken to plan for the future. This would be the best time to do it.

However, if it has to be at a time when it is felt that it is important to put a Will or Lasting Power of Attorney in place because it you can see that it will be needed in the not too distant future it may be best to bring up the subject in a way that can show the benefits of having one. For example: ‘My friend’s mother has just done a Lasting Power of Attorney and it has made things much easier for her and for her family to help her. She has put it in place so she can choose who she wants to help her”

Another way is to arrange an initial appointment with an expert solicitor at WE SOLICITORS to have an initial meeting to have a chat about what is involved and how it works and discuss any concerns. It can a way for the person who needs a Will or an LPA to obtain information for themselves. If the person you care for then decides they don’t want to go ahead at least they have then made a more informed decision. If they do we can start the process and get the ball rolling.

CHOICE NOT CHANCE

Making a Will is not as daunting as you may think. There may be issues you have not thought about or thins that you don’t know how best to deal with. Once to you have spoken to an expert advisor you are likely to feel much better after making a Will and knowing that you have done what you can to help your loved ones whenever the time comes. It is not nice to think about death but it is better to think about it knowing you have put your affairs in order.

choicenotchance

If you would like more information about planning for your future call or email

 WE SOLICITORS LLP and see how we can help you

Email: info@wesolicitors.co.uk

Telephone: 0800 294 3065 / 0161 683 3191

Home visits available in Failsworth Oldham Manchester Bury Ashton under Lyne Bolton Wigan Salford and all surrounding areas

 

Have you thought about what will happen to your online accounts if you were to die? How will your executor or your family know what to do?

In an age where more and more of us are turning to online banking and social media, it is becoming a more prominent issue. With emails, online banking, investments, Twitter Facebook LinkedIn PayPal and iTunes accounts, it is an ever increasing domain.

Social Media

In some cases some of the material on these accounts will not be recovered. You would need to decide whether you want them to be deactivated or kept as a memorial to you.

Online money accounts:

Would your family know if you have a PayPal account and how to access the funds in it?

Would they know about an online bank account you have, especially if it is paperless. A statement will not fall through the letter box for them to come across after you have died.

Ownership

There is also the question of who owns the digital assets. iTunes can not be transferred to another person, unlike a physical CD, you buy a licence to enjoy the tunes you download but can’t pass them on to someone else.

 

There are many factors to consider and it should not be left to your loved ones (particularly if they themselves are not that computer savvy) to have the responsibility to find digital assets when you can make it as easy as possible for them to deal with them.

This can be done in conjunction with your Will.  Call or email WE Solicitors today

to find out how you can protect your assets.

Email: info@wesolicitors.co.uk

Telephone: 0800 294 3065 / 0161 683 3191

 

The Ministry of Justice have announced tens of thousands of people have already used the new online will search tool that was set up a month ago. The archive has 41 million Wills including those of many famous people.

Read more here: https://www.gov.uk/government/news/more-than-6-million-searches-of-new-wills-archive

If you think you could have been or may be a beneficiary of a Will of a family member or a friend you can search the will archive to see if this was or is the case. If the estate had to obtain a Grant of Probate then the wills archive will have a record of the Will.

If you are not sure of the wording of a Will or you would like advice as to what the next steps could be for your once you have obtained a copy then call

WE SOLICITORS LLP today for expert advice.

What if the person who has passed away did not leave a Will? Do you know who would be entitled to the estate under the Intestacy Rules?

For more information on Probate:

https://www.gov.uk/wills-probate-inheritance 

For advice if you are an executor or a possible beneficiary or you would like a solicitor to act on your behalf when dealing with any aspect of Probate call or email WE Solicitors LLP. No matter how small your query we are here to help.

Email: info@wesolicitors.co.uk

Telephone: 0800 294 3065 / 0161 683 3191

Home visits available in Failsworth Oldham Manchester Bury Bolton Wigan and surrounding arears

The BBC has launched an online care calculator. By answering a few simple questions it can give you an indication of what a person’s likely care costs would be based on their assets and their income. It also gives guidance on how the care cap set to be introduced in April 2016 will have an effect.

This is an excellent tool which will help families have an idea of what to expect if they are faced with  the prospect of a family member having to go into a residential care home. It is based on the area they live in.

http://www.bbc.co.uk/news/health-30990913

We Solicitors say “This is an excellent tool to give you an idea of what to expect. It could be particularly useful if you are acting as an attorney under a Lasting Power of Attorney on someone’s behalf. Care fees are a minefield and many people have misconceptions about what will happen if they had to go into a residential care home and how they will have to pay for their care.

It is always better to plan ahead and put in place any measures you can before the possibility of looking into care becomes imminent. There are choices you can make before it gets to late and others then have to decide what is best for you.

Putting a Lasting Power of Attorney in place for your Property and Affairs and for your Health and Welfare is essential for anyone reaching retirement age even if it is not required now it can be safely stored until such time as it may be needed.

Making a Will can also assist in planning ahead especially for a married couple who own their own home. The Care calculator is a very good starting point to give you an idea as to what you could potentially face in the future.”

If you would like more information about how you could plan for your future or you are in a position where care costs are an issue now then contact WE Solicitors LLP for expert advice and a free initial consultation to see how we can help you or your carer. #BBCCareCalc

Email: info@wesolicitors.co.uk

Telephone: 0800 294 3065 / 0161 683 3191

Home visits available in Failsworth Oldham Manchester Bury Bolton Wigan and surrounding arears

 

Home visits to Failsworth, Oldham, Bolton, Bury, Trafford, Sale, Hyde, Dunkenfield, Stockport, Wigan and Altrincham and further a field by arrangement