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home about us our beliefs and values meet the team areas we cover services free, no-obligation advice our client process will writing, will storage and funeral plans estate planning trusts and assets protection lasting power of attorney (lpa) probate and estate administration pricing sample pricing frequently asked questions ask a question testimonials news & articles clients clients – update contact details clients – submit your feedback clients – refer a friend get in touch search menu you want peace of mind… …and to make things as simple as you can for family and friends when you leave them. if you want to find out more about how we can help you: find out more about us if you are looking for a free home visit to discuss your needs: book appointment will writing ~ estate planning ~ trusts ~ lasting power of attorney our consultants cover the south east and our administration office is based in west kent you’ve come to the right place here are some of the many reasons why… no obligation consultation one of our fully trained estate planning consultants will visit you in the comfort of your own home, at a date and time that suits you. they will provide you with bespoke advice, based on your specific requirements. any such advice will be given in everyday language to ensure that what is recommended to you is as clear as possible. more info over 10 years of experience we have over a decade of experience within the will writing and estate planning industry. in that time we have accumulated over 20,000 clients. this experience enables us to provide bespoke solutions, with the minimum amount of fuss, whatever your circumstances may be. however complex and unusual you may feel your situation is, we really have seen it all before! more about us a regular review of your circumstances (at our cost) our clients can contact us at any time to review their circumstances. additionally, we contact our clients every three years. sometimes changes in your life may not appear to impact upon the estate planning provision that you have in place at the time. however if there is anything that does need to be addressed, we can always assist you in identifying it and resolving it at your review meeting. excellent testimonials since our inception we have acquired over 20,000 clients. as a forward thinking and conscientious company, we always ask our clients to provide us with feedback so we can ensure we keep doing the things our clients like and improve on the things they tell us they don’t like so much. the result of this initiative, we are proud to say, is that the feedback we receive equates to us having provided world class levels of customer service to our clients. view testimonials who we are casey & associates is a dynamic estate planning company operating in a highly specialised industry. our substantial client-base makes us one of the leading independent practitioners in the south-east of england. we are members of the society of will writers: the largest regulatory body in the country for our industry. being part of such a reputable organisation gives us the best platform possible from which to provide the excellent level of service that we do. it means that any work we do is underpinned by the society’s strict code of conduct and adherence to the latest estate planning legislation. we also hold professional indemnity insurance to the value of £2,500,000. more about us what we do will writing, will storage and funeral plans estate planning trusts and assets protection lasting power of attorney (lpa) probate and estate administration request a free home visit to discuss your requirements. request a home visit the following is intended to provoke thought and discussion: previous next mr a and mrs a are in their forties and married. they have three children under 18. mr a has a child (now aged 25) from a previous relationship. mr & mrs a die in a car accident. they never made wills. the father of mr a is alive, fit and healthy. the mother of mrs a is alive but suffers from early signs of dementia. where will their estate go? who will look after the three children who are under 18? mr a and miss b are partners. they are not married. they own their house jointly and both contribute to the mortgage. they have two children. mr a and miss b wish to “…leave everything to each other and then to the children in equal shares.” their assets are their house valued at £500k and a bank account in the name of miss b of £150k which she inherited two years ago. this couple is at risk of paying £130k of inheritance tax completely unnecessarily. what planning needs to be done to mitigate this risk? mr a and mrs a (ages 68 & 70) currently have wills which leave “…everything to each other.” and then, subject to a survivorship clause of 28 days, leave everything to each of their three children in equal shares. mr a and mrs a own their house jointly and it is valued at £300k. over the years mr a and mrs a have kept their finances separate. mr a has built up assets in his own name of £330k and mrs a has built up assets in her own name of £20k. tragically mr & mrs a both die in a road traffic collision. why does the survivorship clause in the wills disadvantage the children by £122k? what our clients say about us “i was treated with utmost courtesy in a relaxed and stress free interview, without any pressure in a sensitive situation.” mr cattle guildford “overall very satisfied. i have no reason to believe that the service was anything other than good value for money. mr goodale’s affable professionalism sold me this service.” mr boome east grinstead “the attestation help and service given has been far beyond what i could have wished for – thank you.” mr benham worthing “good purchase experience from start to finish. hand held approach to complete documents. a great help.” mr & mrs moody romford “superb. especially when compared to my previous will writers. i have already recommended your services to several friends.” mr davies littlehampton previous next view more testimonials want some free advice and news about our latest services? sign up for our newsletter now! (examples : john ~ john smith ~ mr j smith ~ jane ~ jane brown ~ mrs jane brown ~ miss j brown ~ ms brown) where did you hear about us? google search facebook twitter linkedin google+ received an email recommendation other (we do not share your contact info with anyone else) about us 2 fircroft business centre fircroft way edenbridge kent tn8 6en phone: 0870 020 3553 or 01732 868190 services we provide will writing, will storage and funeral plans 20th august 2016 - 11:56 am estate planning 19th august 2016 - 1:42 pm trusts and assets protection 18th august 2016 - 1:45 pm lasting power of attorney (lpa) 17th august 2016 - 1:48 pm probate and estate administration 13th august 2016 - 1:51 pm recent news & articles giving your home to your child(ren) marriage, divorce, new partner ~ do you recognise this? did your bank create your will? have any of your beneficiaries changed gender? lasting power of attorney – health and welfare © copyright casey & associates | privacy and cookies | t&cs; facebook gplus twitter linkedin home about us services pricing testimonials news & articles clients get in touch scroll to top this site uses cookies. by continuing to browse the site, you are agreeing to our use of cookies. learn more ok subscribe to our newsletter and receive a £20 voucher code to use within the next 12 months*! our newsletter includes free advice and news about our latest services. (examples : john ~ john smith ~ mr j smith ~ jane ~ jane brown ~ mrs jane brown ~ miss j brown ~ ms brown) (we do not share your contact info with anyone else) close subscribe to our newsletter our newsletter includes free advice and news about our latest services. (examples : john ~ john smith ~ mr j smith ~ jane ~ jane brown ~ mrs jane brown ~ miss j brown ~ ms brown) where did you hear about us? google searc

URL analysis for caseyandassociates.co.uk

https://www.caseyandassociates.co.uk/clients-refer-a-friend/
https://www.caseyandassociates.co.uk/privacy-policy/
https://www.caseyandassociates.co.uk/areas-we-cover/
https://www.caseyandassociates.co.uk/#next
https://www.caseyandassociates.co.uk/portfolio-item/trusts-and-assets-protection-in-kent/
https://www.caseyandassociates.co.uk/portfolio-item/estate-planning-in-kent/
https://www.caseyandassociates.co.uk/lasting-power-of-attorney-health-and-welfare/
https://www.caseyandassociates.co.uk/your-bank-create-your-will/
https://www.caseyandassociates.co.uk/clients-update-your-contact-details/
https://www.caseyandassociates.co.uk/clients-submit-feedback/
https://www.caseyandassociates.co.uk/portfolio-item/will-writing-in-kent/
https://www.caseyandassociates.co.uk/our-process/
https://www.caseyandassociates.co.uk/latest-testimonials-page/
https://www.caseyandassociates.co.uk/giving-your-home-to-your-children/
https://www.caseyandassociates.co.uk/terms-and-conditions/
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  ARGS caseyandassociates.co.uk

  PORT 43

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for .uk domain names. This information and the .uk WHOIS are:
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  NAME caseyandassociates.co.uk

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  NS1.PSTECH.CLOUD 213.171.211.105

  NS2.PSTECH.CLOUD 213.171.215.105

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