Entries by Christine Gee

PENSIONS AND INHERITANCE TAX

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In April 2027 any unused pension funds belonging to a deceased and pension death benefits will need to be valued and included within an estate for inheritance tax purposes regardless of whether the pension scheme administrators have discretion over the payment.   The pension scheme administrators will need to provide the Executors of the Will (or […]

We can help you prepare your Lasting Powers of Attorney

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A Lasting Power of Attorney is a legally binding document in England and Wales which lets you appoint one or more Attorneys to help you make decisions. If  you are no longer able to make your own decisions your Attorney may make decisions for you. There are two different types of Lasting Powers of Attorney […]

Where There’s A Will There’s A Relative!

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Making a Will is a wise and important thing to do. You will have peace of mind knowing that your estate (that is, everything you own) will pass to your chosen beneficiaries. Without a Will, your estate could pass to relatives you have not seen for years. However, some people chose not to include a […]

Inheritance Tax and The New Residential Allowance

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The Inheritance Tax Allowance is still currently £325,000.00 per person. However in April 2017 a new allowance was introduced called the Residential Nil Rate Band. This allowance is currently £125,000.00 per person reaching the maximum allowance of £175,000.00 by the tax year 2020/2021. If an estate is left to a spouse or civil partner then […]

Living Wills, Advanced Decisions, Capacity and Care

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There is still a grey area in the UK with regards to Living Wills. These are non-binding documents and a person can put whatever they want in them. They can detail what care they would want if they were to become mentally incapable and can also include religious beliefs, what type of personal care they […]

Fundraising for Addenbrooke’s Charitable Trust

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Congratulations to Christine Gee, one of our Wills and Probate team members based at the Sawston office, who took part in the Addenbrookes Charitable Trust Make A Will Week. Christine gave her time for free to prepare Wills for clients and they then made a donation to the Trust.  Christine raised a total of £1750.00 […]