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Insights from the Charles James team
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.
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.
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?
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.