7 Steps To Creating An Heir-Tight Will - Rachael Rodgers

7 Steps To Creating An Heir-Tight Will

Essential tips to simplify complex situations & ensure your will works

(Autor)

Buch | Softcover
116 Seiten
2016 | 2nd Revised edition
The Choir Press (Verlag)
978-1-910864-42-5 (ISBN)
11,80 inkl. MwSt
Estate planning and inheritance guidance
Your Will CAN be Simple to Prepare - Even for Complex Families and Busy Business Owners. Seventy percent of people in the UK die without leaving a Will. And, of the Wills that exist, twenty-eight percent are found to have major flaws that totally change the distribution of assets. There are so many things that you need to be aware of - to make sure your family, assets and business are secure after you're gone - that just getting started can feel intimidating. Expert Will writer, Rachael Rodgers, really knows how to simplify these matters. In this book she explains in detail the key lessons she learnt from years of experience advising a huge array of clients. This revised edition includes updated sections on inheritance tax and foreign issues. So whether you're making a Will for the first time, or want to ensure the one you have is fit for purpose, this book which is based on UK law will explain what you need to know - simply!

Rachael Rodgers is the owner of Heir Tight Wills & Estate Planning Ltd, based in Kent and covering London and the South East, dealing predominantly with clients referred to her by various professional introducers; financial advisors, accountants and solicitors. Rachael explains how she got into Will writing in the first place: "Having spent many years in Business Development looking after the needs (and protecting the assets) of large corporate organisations, I was employed in the city when the bombs went off in July 2005. This was my 'light-bulb moment'. I didn't live in London; I didn't need to work in London - and I didn't have a Will!" It was in researching the solutions for her own requirements that Rachael got hooked on the whole concept of Estate Planning. Rachael joined the industry's largest professional organisations; the Institute of Professional Will Writers (IPW), and Society of Will Writers (SWW), and put herself through their full range of College courses. She then found herself a very experienced mentor, who guided her through her ongoing learning process. In a few short years Rachael was running her own company and drafting all the documents herself. Her reputation spread, and she was taken on by a firm of Solicitors with branches across Kent and London to provide Will writing services to their business and consumer clients. Rachael went on to further her expertise; gaining the highest qualification in Will preparation and drafting (unlike many Solicitors), through the industry's leading body STEP - the Society of Trust and Estate Practitioners. This has enabled her to expand her reach, by utilising the services of specially selected professionals to provide the regulated services her clients require, but which she herself is unable to supply.

Chapter 1: Who to appoint as executors and trustees. Chapter 2: Who to appoint as guardian for your children. Chapter 3: How to ensure who inherits your estate. Chapter 4: How to avoid paying unnecessary inheritance tax. Chapter 5: How to deal with foreign issues. Chapter 6: How to cater for loss of mental capacity. Chapter 7: How to ensure your business survives you.

Erscheinungsdatum
Verlagsort Gloucester
Sprache englisch
Maße 129 x 198 mm
Gewicht 122 g
Themenwelt Recht / Steuern EU / Internationales Recht
Recht / Steuern Privatrecht / Bürgerliches Recht Besonderes Schuldrecht
ISBN-10 1-910864-42-0 / 1910864420
ISBN-13 978-1-910864-42-5 / 9781910864425
Zustand Neuware
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