Estate Planning Solutions

Helping you protect and preserve your wealth for your loved ones. Specialists in Wills, Will Trusts, LPAs and Probate. Based in Cheadle, Cheshire, UK.

[Estate Planning Solutions @EPScheadle]

IHT threshold frozen until 2028

The chancellor’s autumn statement confirmed that the current #IHT threshold will be frozen until at least April 2028. This follows a previous announcement freezing it until April 2026. https://t.co/gVKEwkZP7x

#InheritanceTax #Inheritance

[Estate Planning Solutions @EPScheadle]

A #LastingPowerOfAttorney or #LPA gives legal authority to a trusted family member or friend to deal with your affairs. It can be used should you ever lose the capacity to make your own decisions. Many people ask the question when should I make an LPA? https://t.co/Xz5XX3vAsT

[Estate Planning Solutions @EPScheadle]

Research carried out by Barclays Wealth has found that nearly a third of #millennials are willing to give up any #inheritance and would prefer that their parents spend money on their retirement rather than saving it to pass down to the family. https://t.co/FzHGlZFsO6

[Estate Planning Solutions @EPScheadle]

Today is #RandomActsOfKindnessDay

Have you thought about giving a gift in your Will to a cause which is close to your heart?

To find out more read about leaving charitable legacies, contact us: https://t.co/JJbLueH4ee

#ROAK #LegacyGift #GiftInWill #Charitable #Legacy

[Estate Planning Solutions @EPScheadle]

Legacy –

another word for bequest, this is a gift left to someone in a Will.

#Legacy #JargonBuster #EPS #Cheadle

[Estate Planning Solutions @EPScheadle]

"Love is...

...when the other person's happiness is more important that your own."

#ValentinesDay #LaterLifePlanning #FuturePlanning #EstatePlanning #LaterLifePlanning #Cheadle #Cheshire #EPS

[Estate Planning Solutions @EPScheadle]

IHT threshold frozen until 2028

The chancellor’s autumn statement confirmed that the current #IHT threshold will be frozen until at least April 2028. This follows a previous announcement freezing it until April 2026. https://t.co/gVKEwkZP7x

#InheritanceTax #Inheritance

[Estate Planning Solutions @EPScheadle]

Research carried out by Barclays Wealth has found that nearly a third of #millennials are willing to give up any #inheritance and would prefer that their parents spend money on their retirement rather than saving it to pass down to the family. https://t.co/FzHGlZFsO6

[Estate Planning Solutions @EPScheadle]

A #LastingPowerOfAttorney or #LPA gives legal authority to a trusted family member or friend to deal with your affairs. It can be used should you ever lose the capacity to make your own decisions. Many people ask the question when should I make an LPA? https://t.co/Xz5XX3vAsT

[Estate Planning Solutions @EPScheadle]

We are one of only a few #Will writers to have a #clientcharter. It should be noted that we’re especially committed to delivering on our #clientpromise. Seven key principals form an integral part of our business. https://t.co/12QnPKRZvF

[Estate Planning Solutions @EPScheadle]

"Heather guided us in every step of the way. Hopefully, we will not have to use our wills and LPAs for some time but we are secure in the knowledge that EPS and Heather looked after our affairs. Thank you." ~ Maurice & Diane Ashley

#CustomerReview #EstatePlanning

[Estate Planning Solutions @EPScheadle]

#MeetTheTeamMonday

Paul Dodsworth - Managing Director

Passionate about delivering a great quality service, Paul ensures #EPS are always striving to be the best we can be. Away from work he loves sports, a good comedy or murder mystery and a nice malt. https://t.co/YcGTg7Hjn6

[Estate Planning Solutions @EPScheadle]

This #NationalSpousesDay show how much you care by way of writing a #Will. This is particularly important for 'common-law' spouses, which are not recognised by law leaving unmarried or Civil partners vulnerable.

Read more: https://t.co/MzGdczJgpe

[Estate Planning Solutions @EPScheadle]

A letter of wishes is a document that can be put in place alongside your Will to give guidance to your executors, your loved ones and your trustees, if you appoint any. https://t.co/OLDFSN6mT1

#LaterLifePlanning #EstatePlanning #WillWriting #LPA #EPS #Cheadle #Cheshire

[Estate Planning Solutions @EPScheadle]

Probate FAQs

If you are dealing with the affairs of someone who has died, you are likely to have many questions. We answer some of the common probate FAQs here - https://t.co/AeuzVl9Y84

#Probate #EstatePlanning #WillWriting #LPA #EPS #Cheadle #Cheshire

[Estate Planning Solutions @EPScheadle]

#CaseStudy https://t.co/vhliY7stCz

Mrs Casey took a huge amount of comfort from having placed her house, and most of her money into Trust. The Trustees were people that had a good understanding of the situation.

This was proper #estateplanning, tailored to he client.

[Estate Planning Solutions @EPScheadle]

We make it our responsibility to make sure your individual requests are performed, to ensure your loved ones are taken care of. That makes the relationship between our advisors and our clients unique and is something we’re honoured to be part of.

#GetToKnowYourCustomersDay

[Estate Planning Solutions @EPScheadle]

Executor –

Deals with the administration of the deceased’s estate. An executor is appointed by the deceased in their Will.

#JargonBuster #EPS #Cheadle

[Estate Planning Solutions @EPScheadle]

To make an #LPA, you must be over the age of 18 and have the mental capacity to make this decision. You should think carefully about who you appoint. They must have your best interests at heart and have the skills, time and willingness to help manage your affairs and estate.

[Estate Planning Solutions @EPScheadle]

Probate FAQs

If you are dealing with the affairs of someone who has died, you are likely to have many questions. We answer some of the common probate FAQs here - https://t.co/AeuzVl9Y84

#Probate #EstatePlanning #WillWriting #LPA #EPS #Cheadle #Cheshire