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June/July’s Newsletter

To download the latest newsletter, click here!

We’re delighted to share our latest newsletter, bringing you insightful news and updates from the industry.

In this issue, we talk about…

  • The importance of planning ahead highlighted by the arrival of the royal baby.
  • Can we handle the increasing need for end of life care?
  • HM Courts and Tribunals Service plan to close local probate registries.
  • What is Inheritance Tax and how does it work?

To download the latest newsletter, click here!

‘Inheritance disputes set to increase as more British adults are willing to dispute a Will.’

New stats from the latest Kings Court Trust blog. 
We’d love to know if you would be prepared to dispute the Will of a loved one?

The King’s Court Trust tells us that ‘a record number of inheritance disputes were reaching the High Court under the Inheritance Act, with 116 cases bought to the court in 2015, in comparison to just 15 in 2005.’ 

To read the full article, click HERE!

Bringing The Latest From Our World To Yours.

The bi-monthly newsletter has arrived for January/February!

 

In this issue we talk about Probate fees and the changes the Government are making, we take a look into simplifying Inheritance Tax, transparent pricing in the legal sector and yes, we do mention the ‘B’ word…Brexit and what it means for our sector.

Click here to download the Newsletter.

 

Like and follow us on Facebook to keep up to date with Will Trust and Protect Ltd. 

 

The government move forward with changes to probate fees

Kings Court Trust have all the information you need to know on the changing probate fees set by the government. 

 

“On the 5th of November 2018, an update on probate fees was provided by Parliamentary Under Secretary of State for the Ministry of Justice, Lucy Frazer QC MP. It was announced that new legislation to implement a new, banded structure of fees for a Grant of Probate (also known as Grant of Representation) has been presented before Parliament.

If the proposal is passed by the government, it will:

  • Allow people to apply for a Grant of Probate online.
  • Provide support for those who do not have the skills to apply digitally.
  • Result in changes to the current flat fee for obtaining a Grant of Probate.
  • Change the current estate value threshold from £5,000 to £50,000.”

To read their full article, click here.

 

The latest from the World of Estate Planning.

Our Bi-Monthly Newsletter has arrived.

 

Welcome to our bi-monthly newsletter – This issue looks at the recently revealed changes in probate fees, an Inheritance Tax review, civil partnerships being made available to mixed-sex couples and lastly, the importance of keeping your Will safe.

To download the November/December 2018 Newsletter, click HERE

 

Like and follow us on Facebook to keep up to date with Will Trust and Protect Ltd. 

The National Bereavement Service

We are proud to be working in association with The National Bereavement Service. 

 

“We  understand that when you lose someone who  is close to you that  it can be both traumatic and  upsetting. Few of us realise how much practical  work has to  take place and at an already difficult time.”

 

We are working along side The National Bereavement Service to provide practical guidance to families going through a bereavement. They are a ‘not for profit’ organisation working with corporate organisations, charities, financial institutions and other companies who deal with bereaved families on a regular basis. We have chosen to start our relationship with the service, to provide better care for our clients at difficult times in their lives. 

If you would like to know more about The National Bereavement Service, click here. 

You can also call them on 0800 0246 121.

CALLS ARE FREE FROM LANDLINES AND MOBILE PHONES

Financial Education For Your Children

Financial Education For Your Children

Thanks to very generous support from Martin Lewis OBE, the very first financial education textbook has been developed;  “Your Money Matters” for secondary schools.

The textbooks are being sent to state secondary schools for free across the nation from October 2018, which is fantastic news for our future generations. Here at Will Trust and Protect, we know that an understanding of finances is an absolute necessity so why not guide your children from a young age? 

“Despite being on the secondary national curriculum, financial education is only taken up by 40% of secondary schools with many teachers just not confident in teaching financial education as well as the challenges of embedding a consistent provision within school. The development and distribution of this Textbook is a major step forward in achieving a degree of consistency to the financial education young people receive within secondary schools by providing teachers with access to a high quality free standardised teaching resource to support and enhance financial education delivery.” (youngmoney.com)

 

Why is this topic important for young people?

  • 55% Of young people aged 20-29 worry about being able to save.
  • Almost 10 Million people in the UK have no savings whatsoever.
  • 81% of 18-24 year olds do not understand the term ‘interest rate’.

 

We have up loaded the student’s guide and the teacher’s guide for you right here! 

You can also find out more about the pledge to get more kids in the financial know how here!

 

Let’s join Martin Lewis in his bid to get the next generation fluent in finance!

 

Vitality – A Protection Policy for Your Family

Vitality Family ProtectionA protection policy you can benefit from even if you don’t make a claim

Will Trust and Protect, in association with PruProtect, offer a Protection Policy for Your Family to give you more options to choose from, so you can protect the things that mean most to you – from children’s serious illness cover to income protection, ensuring your family are cared for in time of need. It means you can tailor your plan to suit you. As part of PruProtect’s plans, you can get access to Vitality, their unique healthy living programme which gives you more than just cover and is designed to help you to live life well and could save you money at the same time.

It gives you discounts on things that are good for you
There are discounts on things like health screenings, stop smoking sessions and fitness equipment such as heart rate monitors and sports shoes.

It covers you for up to 166 serious illnesses
…rather than the industry standard of just 40.

You could even reduce your premiums
If you take out a PruProtect plan, which is a protection policy for your family, you get something you can’t get from other insurance providers – discounts on your protection premiums over the course of your plan by engaging with Vitality2.

Extra discounts and rewards with Vitality Plus
You could enjoy a free cinema ticket every week to use at Cineworld and Vue cinemas across the country, up to 50% off a bike at Evans Cycles, up to £15 cash back every month on mobile phone contracts, a third off theatre tickets and days out, discounts on holidays and up to 50% off flexible monthly gym membership at Virgin Active or LA fitness and more.

VitalityLink

For further information about Vitality and the great offers you can get, please click here.

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Call us today for more information on  0845 257 9827

Vitality is not available with the Relevant Life Policy.   Premium discounts are not available with the Essentials Plan or Business Protection Plan. Premiums are not reduced for Health Cover, Vitality Plus or the Essentials Plan.   If your premiums are £25 a month or more, you can add Vitality Plus to your plan for £6.80 a month.  A one off activation fee of £80 per person is payable to PruProtect to unlock the gym benefit. Plus any additional joining fee charged by the individual gym, usually up to £55 per person, but could be as much as £150 for some Virgin Active Classic Clubs. We are unable to offer discounts on Virgin Active memberships at Clements Hall, Rayleigh and Chiswick Riverside clubs.