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Insights from the Charles James team
6 Things You Need to Know About Creating Your Will
Creating a will can seem intimidating and it’s normal not to know where to start. Between the legal aspects and the forward planning, making decisions for when you’re not around can be difficult.
That’s why we have created the 5 things you need to know about creating your will.
Pension Beneficiaries and Your Will
Being aware of the rules around leaving your pension to a beneficiary after you die can avoid lost money or confusion with wills.
Charles James Named in FTAdviser's Top 100 Financial Advisers 2018
Charles James Financial Planning is delighted to announce our inclusion into FTAdviser’s Top 100 Financial Advisers 2018!
Why Writing Your Will Is So Important
After Aretha Franklin passed away last month, details emerged that she did not have a will, leaving uncertainty over what will happen to her estate.
5 Things You May Not Know About Wills
With a huge number of adults in the UK not having written a Will yet, we take a look at some key pieces of information around Wills that you may not know…
Will Disputes Rise Over Christmas
Arguments during the festive period may have caused a spike in will amendments.
Will Rules Could Be Relaxed
To cater for the digital age, electronic wills could be made acceptable to make the process more accessible, but just how wise is it to simplify the process?
Writing Your Business Shares Into Your Will
Over half of British small business owners do not include instructions on what to do with company shares in the event of their death.
Younger Generation Likely to Benefit from Inheritance Lump Sums
Over £400 billion could be passed down from grandparents straight to grandchildren in the coming decades.
Protecting Your Digital Legacy
People are being urged to leave their loved ones clear instructions on how to access personal accounts including social media, websites and bank accounts.
Half of Britons Do Not Have A Will
Without a will you have no control over what happens to your estate once you die. Will Aid aim to raise awareness of the importance of writing a will as soon as possible.
New Rules on Inheritance Tax
With more UK families paying inheritance tax than ever before, the government has introduced new rules for the inheritance tax free allowance.
Where Your Money Goes When You Don’t Have a Will
Last year, almost £1 billion was left ownerless as a result of people dying without having written a will. But what happens to this money when no recipients have been specified?
Digital Estate Planning
When writing a will or planning your estate you should also think about your digital assets and what will happen to them once you are gone.
Estate Planning - It's Good to Talk
Discussing what will happen after you die is often a taboo subject, however it’s wise to start planning as soon as possible.
Revisions to Inheritance Tax
The number of families in the UK paying inheritance tax is at a 35 year high...
Writing A Will and Dying Intestate
With reports showing that almost £1 billion has been left ownerless this year due to a lack of wills, it goes to show just how important estate planning is.
The Number of Contested Wills is Increasing
The number of wills that are being contested is increasing after family members dispute the wishes of deceased relatives.
Could Your Will be Contested?
One woman went to court and received over £150,000 of her mother's estate, despite not being included in the will. Does this mean that your will could be contested too?