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What have Amazon, Uber and Kings Court Trust got in common?

By Heritage Will Writing / 8th October 2018

Amazon began doing it by selling books online. Uber began doing it by using smartphone technology to undercut London’s traditional black cabs. And now Kings Court Trust is doing it in estate administration. It’s all about disruption. This word has been used, some say incorrectly, to describe new businesses that enter a market and displace…

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Post-War Generation Most Likely to Consult Financial Advisers

By Heritage Will Writing / 21st August 2018

Baby boomers are more likely to seek professional financial help than any other generation. People born during the explosion in the birth rate from nine months after the end of the Second World War up to the early 1960’s account for about half of all the clients of independent financial advisers (IFA’s). That of course,…

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From Cradle to Grave – And Beyond

By Heritage Will Writing / 12th July 2018

Heritage Will Writing is more than just will writing. The Hampshire-based firm can help with your finances from the moment you are born until long after your death. A recent report revealed that an eye-watering £5.5 trillion will pass between generations over the next 30 years. This is down to an aging population and the…

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Right Money, Right People, Right Time Seminar

5 Great Reasons to Attend Our FREE Wills and Estate Planning Seminar

By Adam Johnson / 1st June 2018

Right Money, Right People, Right Time is our FREE Wills and Estate Planning seminar. We chose that name because we’re passionate about making sure that the right money goes to the right people at the right time in your family. One of the challenges we have is that most people – and you may be…

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Success Following our First Will Writing Seminar

By Heritage Will Writing / 23rd February 2018

Our “Right Money Right People Right Time” seminar was held on Wednesday 21st February, at the Macdonald Botley Hotel and Spa and extremely well received. We’d like to thank everyone who took the time to attend and we hope you found it useful. Covering important subjects ranging from will drafting, Lasting Powers of Attorneys, Inheritance…

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Valuing a Dead Person’s Stocks and Shares

By Heritage Will Writing / 14th February 2018

You can while away a good hour on Google and still not fully understand the subtle and, frankly, irrelevant difference between the terms ‘stocks’ and ‘shares’. Let’s just refer to those pieces of paper as share certificates. But, of course, even that has complications in this modern world. Many companies don’t actually issue paper certificates…

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Claiming Outstanding Wages and Closing Pension Policies

By Heritage Will Writing / 6th February 2018

Whether you use a pad of Basildon Bond and a fountain pen or Microsoft Word and a laser pen, there’s certainly a lot of letter writing involved when administering the estate of someone who has died. If the deceased was working, write to the employer and enclose a copy of the death certificate. Firms usually…

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Tracing Premium Bonds and Bank Accounts

By Adam Johnson / 15th January 2018

Premium Bonds, unlike bank and building society accounts, can easily slip through the net when you are sorting out the effects of someone who has died. Perhaps they were a long-forgotten childhood birthday present tucked away in a dusty corner many decades earlier. Thankfully, National Savings and Investments (NS&I) runs a free tracing service. Visit…

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Opening a Bank Account For a Dead Person

By Adam Johnson / 2nd January 2018

Among the many first things that need doing following a death is for a bank account to be opened on behalf of the estate. That should be done by the principal representative, be it an executor or an administrator, who has the legal right to dispose of the deceased’s money and property. It’s best to…

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Applying for Probate if No Inheritance Tax is Due

By Adam Johnson / 18th December 2017

The last thing any of us wants is to set off alarm bells in the distinguished corridors of Her Majesty’s Revenue and Customs. Therefore, it is important that you have a fair idea of the value of an estate when applying for probate. There’s no way you can calculate the exact sum involved until all…

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