Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. It features insight and advice on developments affecting private individuals.
Our teams work both from our offices and remotely and are happy to meet with you virtually, or in person where this is preferred. We have found that many clients prefer the convenience of a video meeting, whilst other prefer face to face, particularly for the first meeting.
Tips for long-term care and looking forward
It’s best to talk about long-term care early, before the need for medical or personal care is imminent. Spencer Gardner outlines what you need to know when choosing and financing long-term care options for you and your family.
Issues with timeshares
Despite the popularity of timeshares, particularly in the 1980s, we are now increasingly seeing issues when it comes to the disposal of timeshares and particularly where they form part of a deceased’s estate.
What are your options for Lasting Powers of Attorney?
If your elderly relatives are showing signs of having difficulties managing their financial arrangements, such as organising payments or making withdrawals from the bank, it may be time to talk about Power of Attorney.
The treatment of public sector pensions on divorce
Public sector pensions on divorce have been in the news recently with the McCloud issue, but how are those pension assets treated on divorce?
Leaving charitable gifts in your Will
If you are looking to give a gift to charity in a Will, Remember a Charity Week, between 5-11 September, is a great place to start. We look at the importance of leaving a charitable gift in your Will and how you can do it.
If you are impacted by any of the above topics or you would like further information on how we can help you, please contact your usual Blake Morgan adviser.
Enjoy That? You Might Like These: