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Wills and Tax Planning

It is calculated that nearly 25% of the population die without leaving a Will.  However, if you die without having made one, the law will dictate how your assets are dealt with, which can sometimes lead to unexpected and unfortunate consequences.

The fact is everybody should make a Will, no matter how young, old, rich or poor they are.  The simple act of doing so will not only ensure that your estate is dealt with in accordance with your wishes, but will make administration of your estate easier for your loved ones.

At Milne Moser, our friendly and professional team of specialists will be happy to discuss your requirements without the confusing legal jargon, enabling you to:

  • choose the person or persons who will administer your estate
  • decide how and to whom you will leave your cash, property & other assets
  • consider whether inheritance tax planning would be advantageous

In addition, our specialists can discuss with you the various options available to reduce Inheritance Tax and help to prevent your home from being sold to pay for care home fees.

If you would like to make a Will, why not complete our Will Questionnaire and contact us to arrange an appointment to discuss your requirements?

 
Latest News

Keep up to date with the latest news by clicking on the article of your choice.
14/01/10

Our offices at both Kendal and Milnthorpe are celebrating the success of their participation in Will Aid 2009. Solicitors at both offices donated their professional services free ofcharge during the month of November in return for charity donations from clients participating in the Will Aid scheme.  

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13/01/10
A New Year is always a good time to reflect on the past year and more so particularly in the current financial climate.

We ask ourselves was the market in 2009 so bad?  Are prices on the rise?  What will 2010 hold for the market?
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19/11/09
Following abolition of the Statutory Disciplinary Procedures earlier this year the old three month limitation period for an employee to bring unfair dismissal procedures is back, and a claim must be usually brought within three months of the Employee’s date of termination (‘EDT’)
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