Deborah Wise Wills
Online seminars & resources to help you plan for the future and protect your assets and savings.Ā
Featured Seminars & Resources
Why you shouldn't transfer ownership of your home to your children or a Lifetime Trust
For most people their home is by far their most valuable asset, if not their only asset. Understandably they want to do what they can in order to protect it from risks and in particular the risk of care fees. Many consider transferring the ownership of their home to their children or to a Lifetime Trust. This action can have devastating consequences. In this comprehensive PDF I explain all of the disadvantages of proceeding with a transfer. Information that those selling Lifetime Trusts do not want you to know! Read this before taking any action. There are other options and for joint owners of property there is a fantastic alternative - Asset Protection Wills. Find out what you really need to know and what you should and shouldnā€™t do
Ā£19.00 GBP
Inheritance Tax - Your estate, their future.. and not the taxman's
A seminar lasting two hours, split into four videos. I begin by explaining the basics of inheritance tax. What it is and how estates are taxed, what qualifies as an exempt estate and for those non-exempt estates, what the current nil rate band allowances are. I show you how to value your estate for inheritance tax purposes. I explain about different components that then need to be added in, including unused pensions for deaths after April 2027. Only by understanding your current IHT liability can you take effective action. I take you through all of the options to save your estate inheritance tax. We look at all of the different types of gifting options, including gifts that are not subject to the seven-year rule. I explain what the seven year rule is all about. I show you how to make a plan and explain that it's important to be the tortoise and not the hare when it comes to IHT- regular consistent action over many years wins the race! This seminar is an excellent first step. After which you may want to book a Zoom appointment with me so we can look in detail at your own unique circumstances.
Ā£27.00 GBP
Lasting Power of Attorney - Everything you need to know (PDF downloads)
(1) LPAs - Everything you need to know. (2) LPA Data Entry Questionnaire. (3) Guide to the USE AN LPA GOV UK online service. (4) LPA Health - Letter of Wishes SAMPLE & Word template. (5) LPA Finance - Letter of Wishes SAMPLE & Word template.
