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Adept Asset Solutions


Sep 1, 2020
Did you read our blog from a few months back where we looked at the issue of witnessing wills during lockdown ? Quite a dilemma when social distancing was at its strictest.
Video Wills – the new legal way to witness a Will
Jul 31, 2020
Have you started thinking about estate planning? Let’s hope you have. If the answer’s ‘no’, then today is as good a time as any. And there’s no better way to start...
Inheritance tax – that seven-year rule – what it’s all about
Jul 1, 2020
Are they any different from ‘normal’ Wills? The year 1837 has plenty to answer for. This was the year of the Act of Parliament that confirms the power of every adult to dispose, on...
Wills in the Armed Forces
Jun 2, 2020
With the UK now embarking on phase 2 of ‘lockdown’, what does this mean for the vexed question of witnessing Wills? Strict social distancing is still in place. So, how do you arrange...
Witnessing a Will and Social Distancing – what’s the answer?
Apr 6, 2020
The 1837 Wills Act in the modern world - Covid19 has turned the world upside down and a peculiarity of Estate Planning dates back to 1837 and in simple terms, the Witnesses to a new Will must be...
Covid19 - How to Witness my new Will
Apr 1, 2020
In our last blog, we looked at the benefits of grandparents supporting their grandchildren through educational . We highlighted the enormous potential tax savings (as much as £30,000 a...
Using Trusts to pay for children’s university fees
Feb 27, 2020
We all want the best possible for our children and grandchildren - to give them a sound start in life. Trusts can be a great way to achieve this - enormously tax-efficient and flexible. In this...
Trusts - a great way for grandparents to help with education fees
Feb 1, 2020
In this article, we look at how a particularly sad and difficult situation can impact negatively on inheritance. But, there is a solution. As ever, the answer lies in talking to a Wills specialist.
Wills and Dementia - not always straightforward
Dec 21, 2019
The process of leaving a Will is usually fairly straightforward but, for this festive blog, let’s take a peek at some of the more eccentric Wills that have emerged from the world of...
Whacky Wills from the rich and famous
Dec 1, 2019
Which would you prefer? To be remembered for what you achieved or what you owned? Let me hazard a guess - the first one. Either way - you're responsible for the outcome - for disposing of the...
Your Will - should you leave equal amounts to your children?
Oct 31, 2019
What is a Letter of Wishes? The pros and cons When you make a Will, you’ll probably come across the term Letter (or Memorandum) of Wishes. Sometimes it’s even referred to as a Side...
A Letter of Wishes - the pros and cons
Sep 30, 2019
How can we guard against a Will being contested? Over the last two months, we’ve been looking at the occasional, unpleasant scenario of contested Wills.
Contesting a Will in court - Part 3. How to guard against this happening.
Aug 30, 2019
In last month’s blog, we looked at the occasional unpleasant scenario when you’ve been inexplicably left out of a relative’s Will . We examined a variety of circumstances where...
Contesting a Will in court - part 2. When is it a good idea?
Aug 1, 2019
It’s a pretty nasty experience. A relative has died and you had good reason to expect a reasonable share from their estate. The two of you had enjoyed a good relationship. Nothing untoward...
Contesting a Will in court - part 1. When is there no point?
Jul 1, 2019
A rare but far-reaching battle over a £300,000 inheritance Two step-sisters’ families in turmoil - neither speaking to the other. Two sets of lawyers having a field day. All because...
Who died first? - Covering each and every detail of your will
Jun 6, 2019
In last month’s blog, we looked at the question of Lasting Power of Attorney and the perils of not having it in place. This month, we’re looking at a sad, true story which highlights...
Lasting Power of Attorney for business - Gerry's story
Apr 28, 2019
Heather Bateman’s world suddenly and noiselessly imploded. A successful children’s author, Heather was happily married and comfortably off. Life had been good. With a London house, a...
Lasting Power of Attorney
Apr 1, 2019
It’s no fun thinking the unthinkable. But, when you’re setting out your will, you need to think carefully about choosing a guardian for your children. This is an...
How do you choose Guardians for your children?
Feb 1, 2019
Mary died in Italy.  Years before, she had appointed two executors for her will - her sister and her nephew. Sadly, there were two difficulties with this arrangement.  Firstly, her...
Executors - Picking the right people
Jan 1, 2019
Landlords, take note!  From 2020, changes to Mortgage Interest Relief are due to kick in.  They could result in a double hit. Firstly, landlords will only be able to obtain relief at the...
Do you own a Property Portfolio?  Then this blog is for you
Dec 1, 2018
In this third blog, we’ll be discussing the of Family Holdover Gift Trusts to protect your inheritors against punitive CGT or Inheritance Tax.
A matter of Trust - Protecting the Gain
Nov 1, 2018
This is the second of three blogs, each looking at a different aspect of Trusts.  When properly set up, they can legitimately save vast sums of money.  This is money that would otherwise...
A matter of Trust - Gran & Grandad Saver
Oct 1, 2018
In this and the next two blogs, we’ll be discussing Trusts and how, when properly set up, they can legitimately save vast sums of money - money that would otherwise be heading for the...
A matter of Trust
Aug 1, 2018
Writing a Will.  Is there really any point?  Seriously - the prospect doesn’t appeal.  Slumped for a couple of hours in the solicitor’s office, pretending to show...
Not written a Will yet? You won’t live to regret it - but your loved-ones might
Sep 22, 2017
Capacity to manage your affairs can be lost for many reasons, such as a sudden accident or medical condition. With over 850,000 people in the UK currently living with dementia (and rising)...
Your Money or Your Life
May 31, 2017
June's magazine The Estate Planner discusses various topics around "Making A Will"
Too young to write your Will?
May 25, 2017
Money savings expert Martin Lewis on the TV show This Morning talking to Philip Scofield & Christine Bleakley.
Have You Made A Will
Jun 29, 2016
The Estate Planner: A Magazine full of good tips and advice here's an extract all about  SURVIVING A CRITICAL ILLNESS
The Estate Planner
May 31, 2016
"Essendon expands service offering" Exciting announcement of a joint venture between Adept Asset Solutions Ltd & Essendon Accounts & Tax Ltd
Essendon Accounts & Tax Ltd
May 3, 2016
Five areas of concern that should be addressed when following The Asset Protection Strategy
The Asset Protection Strategy
May 3, 2016
The true  cost of Long Term Care may be greater than you realise without proper planning  you may well lose all of your Estate - your house your savings - leaving your children with...
Long Term Care

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