Claims are also granted decades after the deadline It is a common mistake that people believe that a claim under the Inheritance (Provision for Family and Dependants) Act 1975 can only be brought within 6 months of the Grant being issued. This is not the case! The actual position is that a claim can be brought at any […]
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About Adrian Dunford
This author has yet to write their bio.Meanwhile lets just say that we are proud Adrian Dunford contributed a whooping 20 entries.
Entries by Adrian Dunford
Why writing a Will may not be enough One In Four people would mount a legal challenge against a loved ones Will Complex relationships often mean that relatives and dependants are left feeling disappointed with what they inherit Estate values can be depleted by court fees or even wiped out With todays ‘modern’ lifestyle, the increase in […]
A quarter of adults are now prepared to dispute a Will 1 in 4 people are willing to challenge against a loved one’s Will if they disagree with the distribution of the estate, a survey reveals. (Survey commissioned by Direct Line) The problem – The readiness of family members to oppose a relative’s last wishes […]
About 1.7 million retirees could be at risk of a later life financial crisis by 2025 becuase they have not set up a Lasting Power of Attorney (LPA), a provider has warned. According to Zurich, four in five retirees (79 per cent) in pension income drawdown are without power of attorney, meaning their families […]
New research by Royal London has revealed that 5.4 million adults without a will in the UK would not know where to begin if they were to write one. The data also showed that 59% of parents either do not have a will, or currently have one that is out of date. Royal London […]
Investigations into the actions of attorneys and deputies appointed under the Lasting Power of Attorney (LPA) procedure soared by more than 45% in the past year, figures have revealed. According to figures from the Office of the Public Guardian (OPG) 1,729 investigations into the actions of attorneys and deputies were carried out in the […]
There has been an increase in the number of Wills being disputed by family members. Why is this happening and what can you do to try to ensure your assets to go where you want them to? A death in the family can either bring a family closer together or tear it apart. English […]
Without the correct ‘Bloodline Planning’ : • Your spouse/partner and children may not inherit your share of a business • Some or all of your children’s or grandchildren’s (Bloodline’s) inheritance may be lost • Assets distributed to beneficiaries exposes those assets to risk Assets not protected by a Trust face attack from : • The […]
U-PLAN has changed its operational office address. After enjoying our time in Wilmslow, we have moved into brand new offices in the Cheshire town of Poynton. Our clients can come in and meet with us in the new offices, or continue to benefit from free home visit consultations. Click here to book your free office or home consultation.
Contrary to popular belief, no individual has an automatic right to manage someone else’s finances, even if they are related to them, or are their spouse or civil partner. So, what happens when you can’t manage your financial affairs due to ill health and nothing has been put in place? The truth is it’s an […]
U-PLAN work in association with Countrywide Tax & Trust Corporation Ltd. Countrywide is an established legal company whose directors are members of S.T.E.P (The Society of Trust & Estate Practitioners) and offers advice in all aspects of Wills, Lasting Powers of Attorney, Trusts, Taxation & Estate Planning. Countrywide hold the status of a Tax & Trust Corporation.