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by Danielle Sutcliffe 25-06-2019
What happens to a property after the owner dies? Can it be sold immediately?    Registered or Unregistered One of the first things to determine is whether the property is registered or unregistered. If registered, the information on owners, lenders and charges can be found by completing...
What happens to a property after the owner dies? Can it be sold immediately?    Registered...
What happens to a property after the owner...
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by Danielle Sutcliffe 06-06-2019
When speaking to clients with property portfolios, I often hear phrases such as ‘the properties are for my pension, I will sell them before I die’. That is all well and good but what if you die before you reach pension age and have not sold your properties? What if you have sold them but...
When speaking to clients with property portfolios, I often hear phrases such as ‘the...
When speaking to clients with property portfolios,...
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by Danielle Sutcliffe 13-11-2018
Your will is a living document. Although a will’s intent is to provide for what happens to your estate after you have died, your will needs to change as your life changes. Don’t make the mistake of putting your will away and forgetting about it. You must make sure that the details of your...
Your will is a living document. Although a will’s intent is to provide for what happens...
Your will is a living document. Although...
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by Danielle Sutcliffe 09-08-2018
  A new report by HMRC has found that on average, the Inheritance Tax (IHT) payable on estates in the North East is £132,000! So is there anything we can do about it?   What is the current threshold? IHT is a tax that is paid on the estate of someone that has died. An estate can be...
  A new report by HMRC has found that on average, the Inheritance Tax (IHT) payable on...
  A new report by HMRC has found that...
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by Danielle Sutcliffe 19-06-2018
The word ‘legacy’ can mean different things to different people. A Google search would give you the following: “…a gift or a bequest, that is handed down, endowed or conveyed from one person to another. It is something descendible one comes into possession of that is transmitted,...
The word ‘legacy’ can mean different things to different people. A Google search...
The word ‘legacy’ can mean different...
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by Danielle Sutcliffe 02-03-2018
It is a difficult subject for anyone with children and something that we don’t like to think about, but if the worst should happen and your children were left without parents, what would happen to them? Where would they live? Who would look after them as well as you do? These are the questions...
It is a difficult subject for anyone with children and something that we don’t like to...
It is a difficult subject for anyone with...
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by Danielle Sutcliffe 09-01-2018
When it comes to distributing our estate, many of us make specific gifts or requests in line with our wishes. However, these well-known people have taken it one step further and left some weird and wonderful instructions in their Last Will and Testament… Harry Houdini promised his wife that he...
When it comes to distributing our estate, many of us make specific gifts or requests in line...
When it comes to distributing our estate,...
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by Danielle Sutcliffe 24-10-2017
I was recently asked whether it is an honour or a horror to be appointed as an executor in a Will. Being given such an important role to play in aftermath of someone's death can be quite an honour as it is clear that person trusts you to handle their estate according to their wishes. However many people...
I was recently asked whether it is an honour or a horror to be appointed as an executor in...
I was recently asked whether it is an honour...
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by Danielle Sutcliffe 02-10-2017
Many of us make donations to our favourite charities over the course of our lifetimes. This could be a monthly subscription, some loose change placed into a charity tin, or perhaps through running a marathon and raising sponsorships. You may have a charity that is close to your heart for reasons personal...
Many of us make donations to our favourite charities over the course of our lifetimes. This...
Many of us make donations to our favourite...
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by Danielle Sutcliffe 30-08-2017
No ring on it? No Problem* *As long as you have a Will It is a common held belief that couples who live together for a period of time enjoy the same rights as a married couple when it comes to dealing with their estate after death. I often hear "I don't need a will as everything will go to my partner"....
No ring on it? No Problem* *As long as you have a Will It is a common held belief that couples...
No ring on it? No Problem* *As long as you...