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You may want your chosen charity to use your gift to fund a specific service or area of their research. If so, you should include instructions in your will. Julie, will discuss your wishes for donating to charity in your will and explain your options #legacy #charity

Gifts and donations to charity in a will are normally exempt from Inheritance Tax. To qualify for the Inheritance Tax exemption the charity requires a Charity Reference Number. #legacy #charity #benefactor

If you die without a will, your estate is distributed in accordance with the rules of intestacy. These rules make no mention of donations to any organisations (charitable or otherwise), and if you have no living family members, all your property & possessions will go to the Crown

💡Rishi Sunak is reportedly contemplating a reduction in inheritance tax as part of his strategy to win over voters and differentiate the Conservative Party from the leading Labour Party in the polls. Full story: todayswillsandprobate.co.uk/sunak-consider… #wills #probate #IHT #cut #privateclient

It’s very easy to put off or postpone the organising of your will like many do. Perhaps you think that it will be too costly or complicated so we aim to make the process as simple, straightforward and affordable as possible. Give us a call on 07960036309 #wills #willwriting

When should I set up my Power of Attorney? Whatever age you are now - that's a good time. If you lose your faculties or your ability to look after yourself mentally, then the question is what happens to your finances and who will make decisions on your care? Julie 07960036309

If you lose your faculties or your ability to look after yourself mentally who will make decisions on your care? You should not assume your family can access your money, not even if it's the money needed to pay for your care. For more - call 07960036309 #POA #powerofattorney

How does a Power of Attorney Work You nominate a friend or relative to take over your affairs IF you lose your faculties, It doesn't mean you're giving up control now! There's a separate health & welfare one too. Call Julie for guidance 07960036309 #LPA #powerofattorney

A Lasting Power of Attorney is where you nominate a friend or relative to take over your affairs IF you lose your faculties. There's a separate health and welfare one, giving someone the ability to control your health and welfare decisions. You should have both in place. #LPA

Does power of attorney override a will? So long as your will is valid, a power of attorney cannot change it or rewrite it. This is not within their scope of authority even if it specifically says otherwise in your power of attorney assignment #powerofattorney #LPA #Wills

Take a look at our website for more information on what we offer juliepullingerestateplanner.uk

Who can be your attorney? Your attorney needs to be over 18. They could be: •a relative •a friend • professional, for example a solicitor • husband, wife or partner You must appoint someone who has the mental capacity to make their own decisions. #lastingpowerofattorney

When choosing an attorney, think about: • how well they look after their own affairs • how well you know them • if you trust them to make decisions in your best interests •how happy they will be to make decisions for you #lastingpowerofattorney

You can choose more than one attorney but if you do then you need to decide how they will make decisions separately or together attorneys can make decisions on their own or with other attorneys together - which means all the attorneys have to agree on the decision

If you’re appointing more than one person, you must decide if they’ll make decisions: Seperately or jointly You can also choose to let them make some decisions ‘jointly’ and others ‘jointly and severally’. Attorneys who are appointed jointly must all agree Confused -call Julie

todayswillsandprobate.co.uk/the-rise-in-in…

Monday - we're ready for you! We're taking calls and emails and scheduling appointments to discuss all matters relating to planning your estate. If you'd like some confidential, no obligation advice - please call 07960036309 #estateplanning #willwriting #wills #willsandprobate