For some time it has been well known that any gifts to registered charities are free from inheritance tax if they are made to a UK based charity, whether made during your lifetime or in your Will.
A letter of wishes is a document that provides guidance to your trustees and sits alongside your Will. A letter of wishes is not a legally binding document and therefore there is no legal requirement on the trustees to follow the wishes that are set out.
Lets look at the five most common mistakes people make when it comes to making a will so you can start your planning already knowing how to avoid them.
It is of vital importance to us at The Society of Will Writers (SWW) that our standards remain the highest in the estate planning profession. Central to this commitment is our annual audit process.
The SWW Professional Standards Board is pleased to announce a new suite of template documents designed for the appointment of Locums. Under Section 2.13 of the SWW Code of Practice, maintaining a succession plan or locum arrangement is a mandatory condition of membership. While this has always been a requirement, we are now providing a...
The Office of the Public Guardian (OPG) has issued confirmation on significant changes to the way applications for remission and exemptions of LPA and EPA registration fees will be assessed and processed.
Making a Will is one of the most important steps anyone can take to protect their family, assets and wishes after death. Yet, despite this, millions of people in the UK still die without one.
As another year begins, now is a good time to undertake a review of the current policies and procedures your business has in place from the beginning of taking client instructions to issuing final documents for signature.
Our last article raised a number of common issues we come across when gifts are made in a Will. Here are some more common reasons for a gift failing which we will explore in this article.
And so begins another year at The Society of Will Writers.
The Society of Will Writers is a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession.
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