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Wills and Incentive TrustsFriday, 16 September 2011
Wills and Incentive Trusts                             A guide to leaving your assets                                     ...
Wills and Incentive TrustsFriday, 16 September 2011
What is a Will ?Friday, 16 September 2011
What is a Will ?                            A will is a legal document which sets out                                  how...
What is a Will ?Friday, 16 September 2011
Why m ake a Will ?Friday, 16 September 2011
Why m ake a Will ?                            I f y o u d o n o t m a k e a Wi l l t h e n t h e                          ...
Why m ake a Will ?Friday, 16 September 2011
If you do not make a Will....Friday, 16 September 2011
If you do not make a Will....                            ! Yo u a r e r e g a r d e d a s I n t e s t a t e o n y o u r   ...
If you do not make a Will....                            ! Yo u a r e r e g a r d e d a s I n t e s t a t e o n y o u r   ...
If you do not make a Will....                            ! Yo u a r e r e g a r d e d a s I n t e s t a t e o n y o u r   ...
If you do not make a Will....Friday, 16 September 2011
If you do not make a Will....                            ! If you are unmarried your partner will                         ...
If you do not make a Will....                            ! If you are unmarried your partner will                         ...
If you do not make a Will....                            ! If you are unmarried your partner will                         ...
Friday, 16 September 2011
W h at c a n yo u l ea v e ?Friday, 16 September 2011
W h at c a n yo u l ea v e ?                            Rea l ly e ve r y t h i ng y ou ow nFriday, 16 September 2011
W h at c a n yo u l ea v e ?                            Rea l ly e ve r y t h i ng y ou ow n                            Th...
Friday, 16 September 2011
Yo u r E s t a t e i n c l u d e s . . .Friday, 16 September 2011
Yo u r E s t a t e i n c l u d e s . . .                            •   Mone y in a n y a ccou n t s a n d ca shFriday, 16...
Yo u r E s t a t e i n c l u d e s . . .                            •   Mone y in a n y a ccou n t s a n d ca sh          ...
Yo u r E s t a t e i n c l u d e s . . .                            •   Mone y in a n y a ccou n t s a n d ca sh          ...
Yo u r E s t a t e i n c l u d e s . . .                            •   Mone y in a n y a ccou n t s a n d ca sh          ...
Yo u r E s t a t e i n c l u d e s . . .                            •   Mone y in a n y a ccou n t s a n d ca sh          ...
Friday, 16 September 2011
Yo u r E s t a t e i n c l u d e s . . .Friday, 16 September 2011
Yo u r E s t a t e i n c l u d e s . . .                            •       Gold and JewelleryFriday, 16 September 2011
Yo u r E s t a t e i n c l u d e s . . .                            •             Gold and Jewellery                      ...
Yo u r E s t a t e i n c l u d e s . . .                            •             Gold and Jewellery                      ...
Yo u r E s t a t e i n c l u d e s . . .                            •             Gold and Jewellery                      ...
Friday, 16 September 2011
Who sho u ld yo u l ea v e y o u r a s s e t s t o ?Friday, 16 September 2011
Who sho u ld yo u l ea v e y o u r a s s e t s t o ?                            • The p e rson s w h o b e n e fi t f rom ...
Who sho u ld yo u l ea v e y o u r a s s e t s t o ?                            • The p e rson s w h o b e n e fi t f rom ...
Who sho u ld yo u l ea v e y o u r a s s e t s t o ?                            • The p e rson s w h o b e n e fi t f rom ...
Friday, 16 September 2011
Peopl e c ommon l y l e av e a s s e t s t o . .Friday, 16 September 2011
Peopl e c ommon l y l e av e a s s e t s t o . .                            •     Their Husband , Wife or PartnerFriday, 1...
Peopl e c ommon l y l e av e a s s e t s t o . .                            •     Their Husband , Wife or Partner         ...
Peopl e c ommon l y l e av e a s s e t s t o . .                            •     Their Husband , Wife or Partner         ...
Peopl e c ommon l y l e av e a s s e t s t o . .                            •     Their Husband , Wife or Partner         ...
Peopl e c ommon l y l e av e a s s e t s t o . .                            •     Their Husband , Wife or Partner         ...
Friday, 16 September 2011
P eo ple so me t i me s b e n e fi tFriday, 16 September 2011
P eo ple so me t i me s b e n e fi t                            •                C h a ri t i esFriday, 16 September 2011
P eo ple so me t i me s b e n e fi t                            •                 C h a ri t i es                         ...
P eo ple so me t i me s b e n e fi t                            •                 C h a ri t i es                         ...
Friday, 16 September 2011
Who w ill ta ke c a re o f e v e r y t h i n g ?Friday, 16 September 2011
Who w ill ta ke c a re o f e v e r y t h i n g ?                            • In order that your affairs are looked       ...
Who w ill ta ke c a re o f e v e r y t h i n g ?                            • In order that your affairs are looked       ...
Who w ill ta ke c a re o f e v e r y t h i n g ?                            • In order that your affairs are looked       ...
Who w ill ta ke c a re o f e v e r y t h i n g ?                            • In order that your affairs are looked       ...
Friday, 16 September 2011
W h at a re E x e cu t o r s ?Friday, 16 September 2011
W h at a re E x e cu t o r s ?                               Ex ecu t ors a re p e r sons wh o y ou ca n                  ...
W h at a re E x e cu t o r s ?                               Ex ecu t ors a re p e r sons wh o y ou ca n                  ...
Friday, 16 September 2011
Wh a t a re Tru s t ee s ?Friday, 16 September 2011
Wh a t a re Tru s t ee s ?                              Trustees are persons who will look                             af ...
Wh a t a re Tru s t ee s ?                              Trustees are persons who will look                             af ...
Friday, 16 September 2011
Wh om sh o u l d I a pp o i n t ?Friday, 16 September 2011
Wh om sh o u l d I a pp o i n t ?                            Peo pl e c o mmon l y a p p o i n t . . . .Friday, 16 Septemb...
Wh om sh o u l d I a pp o i n t ?                            Peo pl e c o mmon l y a p p o i n t . . . .                  ...
Wh om sh o u l d I a pp o i n t ?                              Peo pl e c o mmon l y a p p o i n t . . . .                ...
Wh om sh o u l d I a pp o i n t ?                              Peo pl e c o mmon l y a p p o i n t . . . .                ...
Wh om sh o u l d I a pp o i n t ?                              Peo pl e c o mmon l y a p p o i n t . . . .                ...
Friday, 16 September 2011
Wh om sh o u l d I a pp o i n t ?Friday, 16 September 2011
Wh om sh o u l d I a pp o i n t ?                            Peo pl e c o mmon l y a p p o i n t . . . .Friday, 16 Septemb...
Wh om sh o u l d I a pp o i n t ?                            Peo pl e c o mmon l y a p p o i n t . . . .                  ...
Wh om sh o u l d I a pp o i n t ?                            Peo pl e c o mmon l y a p p o i n t . . . .                  ...
Wh om sh o u l d I a pp o i n t ?                            Peo pl e c o mmon l y a p p o i n t . . . .                  ...
Friday, 16 September 2011
Wha t i s a Gu ard i a n ?Friday, 16 September 2011
Wha t i s a Gu ard i a n ?                            A G uardia n i s a p e r son wh o y ou ca n                         ...
Wha t i s a Gu ard i a n ?                            A G uardia n i s a p e r son wh o y ou ca n                         ...
Friday, 16 September 2011
P ow ers o f A t t o rn e yFriday, 16 September 2011
P ow ers o f A t t o rn e y                            Should consider at time of Will                             Lasting...
Friday, 16 September 2011
WillsFriday, 16 September 2011
Wills                            F o r a Wi l l t o b e v a l i d i t m u s t b e ;Friday, 16 September 2011
Wills                               F o r a Wi l l t o b e v a l i d i t m u s t b e ;                            1. Ma de...
Wills                               F o r a Wi l l t o b e v a l i d i t m u s t b e ;                            1. Ma de...
Wills                               F o r a Wi l l t o b e v a l i d i t m u s t b e ;                            1. Ma de...
Wills                               F o r a Wi l l t o b e v a l i d i t m u s t b e ;                            1. Ma de...
Wills                               F o r a Wi l l t o b e v a l i d i t m u s t b e ;                            1. Ma de...
Friday, 16 September 2011
WillsFriday, 16 September 2011
Wills                            F o r a Wi l l t o b e v a l i d i t m u s t b e ;Friday, 16 September 2011
Wills                                F o r a Wi l l t o b e v a l i d i t m u s t b e ;                            5. Ma d...
Wills                                  F o r a Wi l l t o b e v a l i d i t m u s t b e ;                              5. ...
Friday, 16 September 2011
WillsFriday, 16 September 2011
Wills                            It wi ll b e see n t h a t t h e for ma l i t i e s of a                                 ...
Wills                             It wi ll b e see n t h a t t h e for ma l i t i e s of a                                ...
Wills                             It wi ll b e see n t h a t t h e for ma l i t i e s of a                                ...
Friday, 16 September 2011
Does a Will need to be registeredFriday, 16 September 2011
Does a Will need to be registered                            In England and Wales a Will does not                         ...
Does a Will need to be registered                            In England and Wales a Will does not                         ...
Friday, 16 September 2011
FuneralFriday, 16 September 2011
Funeral                            You can se t ou t i n y ou r Wi l l h ow y ou                             would l ik e ...
Funeral                             You can se t ou t i n y ou r Wi l l h ow y ou                              would l ik ...
Friday, 16 September 2011
DeathFriday, 16 September 2011
Death                            Bu r i a lFriday, 16 September 2011
Death                            Bu r i a l                                         or Cremation ...Friday, 16 September 2...
Friday, 16 September 2011
DeathFriday, 16 September 2011
Death                            C rema t i o nFriday, 16 September 2011
DeathFriday, 16 September 2011
Friday, 16 September 2011
Friday, 16 September 2011
Friday, 16 September 2011
Proba t eFriday, 16 September 2011
Proba t e                            Af t er y ou r de a t h y ou r Ex ecu t or s w i l l                            mak e...
Proba t e                            Af t er y ou r de a t h y ou r Ex ecu t or s w i l l                            mak e...
Friday, 16 September 2011
Proba t eFriday, 16 September 2011
Proba t e               A G r ant of P rob a t e i s i ssu e d b y t h e              Court, to aut h o r i s e y o u r E ...
Friday, 16 September 2011
IntestacyFriday, 16 September 2011
Intestacy                            If y ou die wi t h ou t a Wi l l t h e R u l e s of                                  ...
Intestacy                            If y ou die wi t h ou t a Wi l l t h e R u l e s of                                  ...
Friday, 16 September 2011
IntestacyFriday, 16 September 2011
Intestacy                            These Rules provide as follows....Friday, 16 September 2011
Intestacy                              These Rules provide as follows....                            ( a ) T he ho useh o ...
Intestacy                              These Rules provide as follows....                            ( a ) T he ho useh o ...
Intestacy                              These Rules provide as follows....                                            Yo u ...
Intestacy                              These Rules provide as follows....                                            Yo u ...
Intestacy                              These Rules provide as follows....                                            Yo u ...
Friday, 16 September 2011
IntestacyFriday, 16 September 2011
Intestacy                            Your p aren t s or ( i n non e a l i ve ) y ou r                                    b...
Intestacy                            Your p aren t s or ( i n non e a l i ve ) y ou r                                    b...
Intestacy                             Your p aren t s or ( i n non e a l i ve ) y ou r                                    ...
Friday, 16 September 2011
IntestacyFriday, 16 September 2011
Intestacy                            If y ou are Si n g l e , Wi dow e d or                                        Divorce...
Intestacy                               If y ou are Si n g l e , Wi dow e d or                                           D...
Intestacy                               If y ou are Si n g l e , Wi dow e d or                                           D...
Friday, 16 September 2011
C on c l us i o nFriday, 16 September 2011
C on c l us i o n                            It will be seen that it is important to                                    co...
C on c l us i o n                            It will be seen that it is important to                                    co...
Friday, 16 September 2011
Wha t el se c a n w e o ffe r ?Friday, 16 September 2011
Wha t el se c a n w e o ffe r ?   P erhap s a      new a ppro ach to    the way   Wills are    created.Friday, 16 Septembe...
Wha t el se c a n w e o ffe r ?   P erhap s a      new                                                      A Sp eci al a ...
Wha t el se c a n w e o ffe r ?   P erhap s a      new                                                                A Sp...
Friday, 16 September 2011
Incentive TrustsFriday, 16 September 2011
Incentive Trusts                            A good way to leave your money is to                             p ro v i d e ...
Friday, 16 September 2011
IntroductionFriday, 16 September 2011
Introduction                            If leave i t w i se l y t he w e a l t h w i l l b e                              ...
Introduction                            If leave i t w i se l y t he w e a l t h w i l l b e                              ...
Friday, 16 September 2011
Mak in g a w e l l con si de re d Wi l l ca n                            p ro v i d e a c h a n c e t o s e t I n c e n t ...
Friday, 16 September 2011
IncentivesFriday, 16 September 2011
Incentives                            W hen we alt h y p e o p l e l ea v e m o n e y t h e y                            a...
Incentives                            W hen we alt h y p e o p l e l ea v e m o n e y t h e y                            a...
Friday, 16 September 2011
IncentivesFriday, 16 September 2011
Incentives                            They do t h i s b y se t t i n g u p In ce n t i ve                                 ...
Incentives                            They do t h i s b y se t t i n g u p In ce n t i ve                                 ...
Friday, 16 September 2011
IntroductionFriday, 16 September 2011
Introduction                            A financial expression of your family                                           va...
Introduction                            A financial expression of your family                                           va...
Friday, 16 September 2011
W h y I n c en t i ves ?Friday, 16 September 2011
W h y I n c en t i ves ?                                    To                                 Encourage                  ...
Friday, 16 September 2011
W h a t i s a Tru s tFriday, 16 September 2011
W h a t i s a Tru s t                            G enerall y t ru st s i n re cen t t i me s h a ve                       ...
Friday, 16 September 2011
W h a t i s a Tru s tFriday, 16 September 2011
W h a t i s a Tru s t                            A t rust i s a si mp l e ve h i cl e w h e re b y y ou                   ...
W h a t i s a Tru s t                            A t rust i s a si mp l e ve h i cl e w h e re b y y ou                   ...
Friday, 16 September 2011
Letter of WishesFriday, 16 September 2011
Letter of Wishes                            Letters of Wishes are an informal way                                         ...
Friday, 16 September 2011
Co nd i t i o n a l B eq u e s t sFriday, 16 September 2011
Co nd i t i o n a l B eq u e s t s                            Instead of Incentive Trusts can simply                      ...
Friday, 16 September 2011
EnforceabilityFriday, 16 September 2011
Enforceability                            Incent ive s h a ve t h e i r ow n e n f orce me n t ,                          ...
Friday, 16 September 2011
ImplementationFriday, 16 September 2011
Implementation                            Choose s u it a bl e pe op l e t o i m p l e m e n tFriday, 16 September 2011
Friday, 16 September 2011
IncentivesFriday, 16 September 2011
Incentives                           If mak e a w i l l i n t h i s ma n n e r y ou a re                         t a k i n...
Friday, 16 September 2011
The ProcessFriday, 16 September 2011
The Process                            There is sy n e rg y a n d crea t i vi t y i n t h e                               ...
Friday, 16 September 2011
Business SuccessionFriday, 16 September 2011
Business Succession                            At time of making the Will can discuss                                the s...
Business Succession                             At time of making the Will can discuss                                 the...
Friday, 16 September 2011
Ta xa t i o nFriday, 16 September 2011
Ta xa t i o n                            We c a n c o n s i d e r w i t h y o u t h e Ta x                             i m...
Friday, 16 September 2011
IHT FormsFriday, 16 September 2011
IHT Forms                             Fill out IHT forms at time of making                            Will so get a chance...
Friday, 16 September 2011
The IncentivesFriday, 16 September 2011
The Incentives                            Here fol l ow s a l i st o f I n ce n t i v e sFriday, 16 September 2011
Friday, 16 September 2011
Po ssi bl e I n cen t iv e sFriday, 16 September 2011
Po ssi bl e I n cen t iv e s                            •To obta in a d e g re e f ro m a c h o i c e o f s e t           ...
Po ssi bl e I n cen t iv e s                            •To obta in a d e g re e f ro m a c h o i c e o f s e t           ...
Po ssi bl e I n cen t iv e s                            •To obta in a d e g re e f ro m a c h o i c e o f s e t           ...
Po ssi bl e I n cen t iv e s                            •To obta in a d e g re e f ro m a c h o i c e o f s e t           ...
Friday, 16 September 2011
Po ssi bl e I n cen t iv e sFriday, 16 September 2011
Po ssi bl e I n cen t iv e s                            • To ma i n t a i n a c e rt a i n ca r b o n fo o t p r i n tFrid...
Po ssi bl e I n cen t iv e s                            • To ma i n t a i n a c e rt a i n ca r b o n fo o t p r i n t    ...
Po ssi bl e I n cen t iv e s                            • To ma i n t a i n a c e rt a i n ca r b o n fo o t p r i n t    ...
Po ssi bl e I n cen t iv e s                            • To ma i n t a i n a c e rt a i n ca r b o n fo o t p r i n t    ...
Friday, 16 September 2011
Po ssi bl e I n cen t iv e sFriday, 16 September 2011
Po ssi bl e I n cen t iv e s                            •   To h a v e j o i n t f a m i l y v a c a t i o n sFriday, 16 S...
Po ssi bl e I n cen t iv e s                            •       To h a v e j o i n t f a m i l y v a c a t i o n s        ...
Po ssi bl e I n cen t iv e s                            •       To h a v e j o i n t f a m i l y v a c a t i o n s        ...
Po ssi bl e I n cen t iv e s                            •       To h a v e j o i n t f a m i l y v a c a t i o n s        ...
Friday, 16 September 2011
Po ssi bl e I n cen t iv e sFriday, 16 September 2011
Po ssi bl e I n cen t iv e s                            •   To ca rry ou t re se a rch in t o ch ose n                    ...
Po ssi bl e I n cen t iv e s                            •   To ca rry ou t re se a rch in t o ch ose n                    ...
Po ssi bl e I n cen t iv e s                            •   To ca rry ou t re se a rch in t o ch ose n                    ...
Po ssi bl e I n cen t iv e s                            •    To ca rry ou t re se a rch in t o ch ose n                   ...
Friday, 16 September 2011
Po ssi bl e I n cen t iv e sFriday, 16 September 2011
Po ssi bl e I n cen t iv e s                            In Amer ica t h e g oal s are a l i t t l e more                  ...
Po ssi bl e I n cen t iv e s                            In Amer ica t h e g oal s are a l i t t l e more                  ...
Po ssi bl e I n cen t iv e s                            In Amer ica t h e g oal s are a l i t t l e more                  ...
Po ssi bl e I n cen t iv e s                            In Amer ica t h e g oal s are a l i t t l e more                  ...
Friday, 16 September 2011
Po ssi bl e I n cen t iv e sFriday, 16 September 2011
Po ssi bl e I n cen t iv e s                            And on the deterrent side to restrict                             ...
Po ssi bl e I n cen t iv e s                              And on the deterrent side to restrict                           ...
Friday, 16 September 2011
Po ssi bl e I n cen t iv e sFriday, 16 September 2011
Po ssi bl e I n cen t iv e s                            • an d so on . . . w h a t e ve r y ou t h i n k , t h e          ...
Friday, 16 September 2011
I n c en t i vesFriday, 16 September 2011
I n c en t i ves                            • And if the Beneficiary does not carry                             out the ta...
I n c en t i ves                            • And if the Beneficiary does not carry                             out the ta...
Friday, 16 September 2011
IncentivesFriday, 16 September 2011
Incentives                            Th e Ince n t ive s a re onl y l imi t e d b y ou r                                i...
Friday, 16 September 2011
LawyersFriday, 16 September 2011
Lawyers                            As lawyers this is good clean workFriday, 16 September 2011
Lawyers                             As lawyers this is good clean work                            The fees are paid on del...
Lawyers                             As lawyers this is good clean work                            The fees are paid on del...
Lawyers                              As lawyers this is good clean work                             The fees are paid on d...
Friday, 16 September 2011
LawyersFriday, 16 September 2011
Lawyers                            It is easy to startFriday, 16 September 2011
Lawyers                                      It is easy to start                            Good Marketing will bring fort...
Lawyers                                         It is easy to start                            Good Marketing will bring f...
Lawyers                                         It is easy to start                            Good Marketing will bring f...
Friday, 16 September 2011
LawyersFriday, 16 September 2011
Lawyers                            In essence this work willFriday, 16 September 2011
Lawyers                            In essence this work will                               Attract New ClientsFriday, 16 S...
Lawyers                            In essence this work will                               Attract New Clients            ...
Lawyers                            In essence this work will                               Attract New Clients            ...
Friday, 16 September 2011
Wills ExtrasFriday, 16 September 2011
Wills Extras                            Pi ctu re s at t i m e o f s i g ni n g Wi l l a n d                              ...
Wills Extras                              Pi ctu re s at t i m e o f s i g ni n g Wi l l a n d                            ...
Wills Extras                              Pi ctu re s at t i m e o f s i g ni n g Wi l l a n d                            ...
Friday, 16 September 2011
C on c l us i o nFriday, 16 September 2011
C on c l us i o n                            Where the re i s a Wi l l , t h e re a re m a n y                            ...
C on c l us i o n                             Where the re i s a Wi l l , t h e re a re m a n y                           ...
C on c l us i o n                             Where the re i s a Wi l l , t h e re a re m a n y                           ...
Friday, 16 September 2011
A New ApproachFriday, 16 September 2011
A New Approach                             It s not just In ce n t i ve s b u t a w h ol e                            di f...
Friday, 16 September 2011
C h a l l eng e sFriday, 16 September 2011
C h a l l eng e s                            A sep ar at e p re se n t at i on de a l s w i t h                           ...
Friday, 16 September 2011
O ff s h o reFriday, 16 September 2011
O ff s h o re                            The adva nt a g e s a n d di sa dva n t a g e s of                               ...
O ff s h o re                            The adva nt a g e s a n d di sa dva n t a g e s of                               ...
O ff s h o re                            The adva nt a g e s a n d di sa dva n t a g e s of                               ...
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WILLS AND INCENTIVES

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Transcript of "WILLS AND INCENTIVES"

  1. 1. Wills and Incentive TrustsFriday, 16 September 2011
  2. 2. Wills and Incentive Trusts A guide to leaving your assets by Nish PatelFriday, 16 September 2011
  3. 3. Wills and Incentive TrustsFriday, 16 September 2011
  4. 4. What is a Will ?Friday, 16 September 2011
  5. 5. What is a Will ? A will is a legal document which sets out how you wish your assets to be distributed on your death and who should manage your assetsFriday, 16 September 2011
  6. 6. What is a Will ?Friday, 16 September 2011
  7. 7. Why m ake a Will ?Friday, 16 September 2011
  8. 8. Why m ake a Will ? I f y o u d o n o t m a k e a Wi l l t h e n t h e following problems ariseFriday, 16 September 2011
  9. 9. Why m ake a Will ?Friday, 16 September 2011
  10. 10. If you do not make a Will....Friday, 16 September 2011
  11. 11. If you do not make a Will.... ! Yo u a r e r e g a r d e d a s I n t e s t a t e o n y o u r death and your assets will not pass on as you wishFriday, 16 September 2011
  12. 12. If you do not make a Will.... ! Yo u a r e r e g a r d e d a s I n t e s t a t e o n y o u r death and your assets will not pass on as you wish ! Yo u r a s s e t s w i l l t h e n b e d i s t r i b u t e d i n accordance with the Rules of IntestacyFriday, 16 September 2011
  13. 13. If you do not make a Will.... ! Yo u a r e r e g a r d e d a s I n t e s t a t e o n y o u r death and your assets will not pass on as you wish ! Yo u r a s s e t s w i l l t h e n b e d i s t r i b u t e d i n accordance with the Rules of Intestacy !T h e R u l e s o f I n t e s t a c y a r e e x p l a i n e d l a t e rFriday, 16 September 2011
  14. 14. If you do not make a Will....Friday, 16 September 2011
  15. 15. If you do not make a Will.... ! If you are unmarried your partner will not get a shareFriday, 16 September 2011
  16. 16. If you do not make a Will.... ! If you are unmarried your partner will not get a share ! Yo u w i l l n o t b e a b l e t o a p p o i n t s o m e o n e of your choice to look after your assets or your children,Friday, 16 September 2011
  17. 17. If you do not make a Will.... ! If you are unmarried your partner will not get a share ! Yo u w i l l n o t b e a b l e t o a p p o i n t s o m e o n e of your choice to look after your assets or your children, ! Yo u m a y n o t b e a b l e t o p l a n f o r Ta x Savings if appropriateFriday, 16 September 2011
  18. 18. Friday, 16 September 2011
  19. 19. W h at c a n yo u l ea v e ?Friday, 16 September 2011
  20. 20. W h at c a n yo u l ea v e ? Rea l ly e ve r y t h i ng y ou ow nFriday, 16 September 2011
  21. 21. W h at c a n yo u l ea v e ? Rea l ly e ve r y t h i ng y ou ow n This is known as your Estate a n d i n c l u d es. .. . .Friday, 16 September 2011
  22. 22. Friday, 16 September 2011
  23. 23. Yo u r E s t a t e i n c l u d e s . . .Friday, 16 September 2011
  24. 24. Yo u r E s t a t e i n c l u d e s . . . • Mone y in a n y a ccou n t s a n d ca shFriday, 16 September 2011
  25. 25. Yo u r E s t a t e i n c l u d e s . . . • Mone y in a n y a ccou n t s a n d ca sh • Land and BuildingsFriday, 16 September 2011
  26. 26. Yo u r E s t a t e i n c l u d e s . . . • Mone y in a n y a ccou n t s a n d ca sh • Land and Buildings • Stocks and SharesFriday, 16 September 2011
  27. 27. Yo u r E s t a t e i n c l u d e s . . . • Mone y in a n y a ccou n t s a n d ca sh • Land and Buildings • Stocks and Shares • Pro c e ed s of I n sur a n ce P o l i ci e sFriday, 16 September 2011
  28. 28. Yo u r E s t a t e i n c l u d e s . . . • Mone y in a n y a ccou n t s a n d ca sh • Land and Buildings • Stocks and Shares • Pro c e ed s of I n sur a n ce P o l i ci e s • Cont e nt s of S a f e D ep o s i t b o x e sFriday, 16 September 2011
  29. 29. Friday, 16 September 2011
  30. 30. Yo u r E s t a t e i n c l u d e s . . .Friday, 16 September 2011
  31. 31. Yo u r E s t a t e i n c l u d e s . . . • Gold and JewelleryFriday, 16 September 2011
  32. 32. Yo u r E s t a t e i n c l u d e s . . . • Gold and Jewellery • Va l u a b l e i t e ms su ch a s p a i n t i n g sFriday, 16 September 2011
  33. 33. Yo u r E s t a t e i n c l u d e s . . . • Gold and Jewellery • Va l u a b l e i t e ms su ch a s p a i n t i n g s • P e rs on a l a n d h o u se h o l d g o o d sFriday, 16 September 2011
  34. 34. Yo u r E s t a t e i n c l u d e s . . . • Gold and Jewellery • Va l u a b l e i t e ms su ch a s p a i n t i n g s • P e rs on a l a n d h o u se h o l d g o o d s • C a rsFriday, 16 September 2011
  35. 35. Friday, 16 September 2011
  36. 36. Who sho u ld yo u l ea v e y o u r a s s e t s t o ?Friday, 16 September 2011
  37. 37. Who sho u ld yo u l ea v e y o u r a s s e t s t o ? • The p e rson s w h o b e n e fi t f rom y ou r est a t e a re c a l l e d B en efi ci a r i e sFriday, 16 September 2011
  38. 38. Who sho u ld yo u l ea v e y o u r a s s e t s t o ? • The p e rson s w h o b e n e fi t f rom y ou r est a t e a re c a l l e d B en efi ci a r i e s • Yo u c a n l e a v e t o w h o m e v e r y o u w a n tFriday, 16 September 2011
  39. 39. Who sho u ld yo u l ea v e y o u r a s s e t s t o ? • The p e rson s w h o b e n e fi t f rom y ou r est a t e a re c a l l e d B en efi ci a r i e s • Yo u c a n l e a v e t o w h o m e v e r y o u w a n t • How ever p e op l e common l y l e a ve their assets to...Friday, 16 September 2011
  40. 40. Friday, 16 September 2011
  41. 41. Peopl e c ommon l y l e av e a s s e t s t o . .Friday, 16 September 2011
  42. 42. Peopl e c ommon l y l e av e a s s e t s t o . . • Their Husband , Wife or PartnerFriday, 16 September 2011
  43. 43. Peopl e c ommon l y l e av e a s s e t s t o . . • Their Husband , Wife or Partner • Their Children , older or youngerFriday, 16 September 2011
  44. 44. Peopl e c ommon l y l e av e a s s e t s t o . . • Their Husband , Wife or Partner • Their Children , older or younger • Family MembersFriday, 16 September 2011
  45. 45. Peopl e c ommon l y l e av e a s s e t s t o . . • Their Husband , Wife or Partner • Their Children , older or younger • Family Members • FriendsFriday, 16 September 2011
  46. 46. Peopl e c ommon l y l e av e a s s e t s t o . . • Their Husband , Wife or Partner • Their Children , older or younger • Family Members • Friends • P eople als o so me t i m es l ea v e a s s e t s t o . . .Friday, 16 September 2011
  47. 47. Friday, 16 September 2011
  48. 48. P eo ple so me t i me s b e n e fi tFriday, 16 September 2011
  49. 49. P eo ple so me t i me s b e n e fi t • C h a ri t i esFriday, 16 September 2011
  50. 50. P eo ple so me t i me s b e n e fi t • C h a ri t i es • R eli gi ou s I n s t i t u t i o n sFriday, 16 September 2011
  51. 51. P eo ple so me t i me s b e n e fi t • C h a ri t i es • R eli gi ou s I n s t i t u t i o n s • For good causesFriday, 16 September 2011
  52. 52. Friday, 16 September 2011
  53. 53. Who w ill ta ke c a re o f e v e r y t h i n g ?Friday, 16 September 2011
  54. 54. Who w ill ta ke c a re o f e v e r y t h i n g ? • In order that your affairs are looked a ft er you ma y ap p o i n t . . .Friday, 16 September 2011
  55. 55. Who w ill ta ke c a re o f e v e r y t h i n g ? • In order that your affairs are looked a ft er you ma y ap p o i n t . . . • G u a rd i a n sFriday, 16 September 2011
  56. 56. Who w ill ta ke c a re o f e v e r y t h i n g ? • In order that your affairs are looked a ft er you ma y ap p o i n t . . . • G u a rd i a n s • ExecutorsFriday, 16 September 2011
  57. 57. Who w ill ta ke c a re o f e v e r y t h i n g ? • In order that your affairs are looked a ft er you ma y ap p o i n t . . . • G u a rd i a n s • Executors • TrusteesFriday, 16 September 2011
  58. 58. Friday, 16 September 2011
  59. 59. W h at a re E x e cu t o r s ?Friday, 16 September 2011
  60. 60. W h at a re E x e cu t o r s ? Ex ecu t ors a re p e r sons wh o y ou ca n ap p oint t o look a f t e r t h e admi n i st r a t i on of your estateFriday, 16 September 2011
  61. 61. W h at a re E x e cu t o r s ? Ex ecu t ors a re p e r sons wh o y ou ca n ap p oint t o look a f t e r t h e admi n i st r a t i on of your estate They will collect together the assets and de al w ith t h e p a y me n t o f d e b t s a n d see t ha t t h e r i g h t p e op l e re ce i ve t h e i r sharesFriday, 16 September 2011
  62. 62. Friday, 16 September 2011
  63. 63. Wh a t a re Tru s t ee s ?Friday, 16 September 2011
  64. 64. Wh a t a re Tru s t ee s ? Trustees are persons who will look af t er y ou r e st a t e i n si t u a t i on s w h e re y ou h ave se t ou r con di t i on s w h i ch a re req ui red t o b e f u l fi l l e d b e f ore di st ri b u t i on or w h ere y ou r Beneficiaries are still youngFriday, 16 September 2011
  65. 65. Wh a t a re Tru s t ee s ? Trustees are persons who will look af t er y ou r e st a t e i n si t u a t i on s w h e re y ou h ave se t ou r con di t i on s w h i ch a re req ui red t o b e f u l fi l l e d b e f ore di st ri b u t i on or w h ere y ou r Beneficiaries are still young In g ene ra l Ex e cu t or s a n d Tru st e e s ca n be the same peopleFriday, 16 September 2011
  66. 66. Friday, 16 September 2011
  67. 67. Wh om sh o u l d I a pp o i n t ?Friday, 16 September 2011
  68. 68. Wh om sh o u l d I a pp o i n t ? Peo pl e c o mmon l y a p p o i n t . . . .Friday, 16 September 2011
  69. 69. Wh om sh o u l d I a pp o i n t ? Peo pl e c o mmon l y a p p o i n t . . . . Their Husband , Wife or PartnerFriday, 16 September 2011
  70. 70. Wh om sh o u l d I a pp o i n t ? Peo pl e c o mmon l y a p p o i n t . . . . Their Husband , Wife or Partner Their Children if they are old enoughFriday, 16 September 2011
  71. 71. Wh om sh o u l d I a pp o i n t ? Peo pl e c o mmon l y a p p o i n t . . . . Their Husband , Wife or Partner Their Children if they are old enough Other RelativesFriday, 16 September 2011
  72. 72. Wh om sh o u l d I a pp o i n t ? Peo pl e c o mmon l y a p p o i n t . . . . Their Husband , Wife or Partner Their Children if they are old enough Other Relatives C l o se F ri e n d sFriday, 16 September 2011
  73. 73. Friday, 16 September 2011
  74. 74. Wh om sh o u l d I a pp o i n t ?Friday, 16 September 2011
  75. 75. Wh om sh o u l d I a pp o i n t ? Peo pl e c o mmon l y a p p o i n t . . . .Friday, 16 September 2011
  76. 76. Wh om sh o u l d I a pp o i n t ? Peo pl e c o mmon l y a p p o i n t . . . . SolicitorsFriday, 16 September 2011
  77. 77. Wh om sh o u l d I a pp o i n t ? Peo pl e c o mmon l y a p p o i n t . . . . Solicitors BanksFriday, 16 September 2011
  78. 78. Wh om sh o u l d I a pp o i n t ? Peo pl e c o mmon l y a p p o i n t . . . . Solicitors Banks O t h e r p ro f e s s i o n a l s s u c h a s AccountantsFriday, 16 September 2011
  79. 79. Friday, 16 September 2011
  80. 80. Wha t i s a Gu ard i a n ?Friday, 16 September 2011
  81. 81. Wha t i s a Gu ard i a n ? A G uardia n i s a p e r son wh o y ou ca n a p p oi n t t o l ook a f t er y ou r mi n or childrenFriday, 16 September 2011
  82. 82. Wha t i s a Gu ard i a n ? A G uardia n i s a p e r son wh o y ou ca n a p p oi n t t o l ook a f t er y ou r mi n or children The choi ce of a G u a rdi a n ca n b e ma de fro m c lo se f a mi l y a n d fr i e n d sFriday, 16 September 2011
  83. 83. Friday, 16 September 2011
  84. 84. P ow ers o f A t t o rn e yFriday, 16 September 2011
  85. 85. P ow ers o f A t t o rn e y Should consider at time of Will Lasting Powers of AttorneyFriday, 16 September 2011
  86. 86. Friday, 16 September 2011
  87. 87. WillsFriday, 16 September 2011
  88. 88. Wills F o r a Wi l l t o b e v a l i d i t m u s t b e ;Friday, 16 September 2011
  89. 89. Wills F o r a Wi l l t o b e v a l i d i t m u s t b e ; 1. Ma de b y a p e r son w h o i s a g e d 1 8 or over; andFriday, 16 September 2011
  90. 90. Wills F o r a Wi l l t o b e v a l i d i t m u s t b e ; 1. Ma de b y a p e r son w h o i s a g e d 1 8 or over; and 2. I n w r i t i n g ; a n dFriday, 16 September 2011
  91. 91. Wills F o r a Wi l l t o b e v a l i d i t m u s t b e ; 1. Ma de b y a p e r son w h o i s a g e d 1 8 or over; and 2. I n w r i t i n g ; a n d 3 . Sig ne d b y t h e p e r son ma k i n g t h e Will in the presence of two witnessesFriday, 16 September 2011
  92. 92. Wills F o r a Wi l l t o b e v a l i d i t m u s t b e ; 1. Ma de b y a p e r son w h o i s a g e d 1 8 or over; and 2. I n w r i t i n g ; a n d 3 . Sig ne d b y t h e p e r son ma k i n g t h e Will in the presence of two witnesses 4. Sig ne d b y t h e t w o w i t n e sse s i n t h e p re s e n c e o f t h e p a r s o n m a k i n g t h e Wi l lFriday, 16 September 2011
  93. 93. Wills F o r a Wi l l t o b e v a l i d i t m u s t b e ; 1. Ma de b y a p e r son w h o i s a g e d 1 8 or over; and 2. I n w r i t i n g ; a n d 3 . Sig ne d b y t h e p e r son ma k i n g t h e Will in the presence of two witnesses 4. Sig ne d b y t h e t w o w i t n e sse s i n t h e p re s e n c e o f t h e p a r s o n m a k i n g t h e Wi l l continued....Friday, 16 September 2011
  94. 94. Friday, 16 September 2011
  95. 95. WillsFriday, 16 September 2011
  96. 96. Wills F o r a Wi l l t o b e v a l i d i t m u s t b e ;Friday, 16 September 2011
  97. 97. Wills F o r a Wi l l t o b e v a l i d i t m u s t b e ; 5. Ma de vol u n t a r i l y a n d wi t h ou t u n du e in fl u en c e f rom a ny o n e ; a n dFriday, 16 September 2011
  98. 98. Wills F o r a Wi l l t o b e v a l i d i t m u s t b e ; 5. Ma de vol u n t a r i l y a n d wi t h ou t u n du e in fl u en c e f rom a ny o n e ; a n d 6. Made b y a p e r s o n w h o i s o f s o u n d mi nd and w h o i s a w a re of t h e n a t u re of w h a t h e i s s i g ni n gFriday, 16 September 2011
  99. 99. Friday, 16 September 2011
  100. 100. WillsFriday, 16 September 2011
  101. 101. Wills It wi ll b e see n t h a t t h e for ma l i t i e s of a Will are quite simpleFriday, 16 September 2011
  102. 102. Wills It wi ll b e see n t h a t t h e for ma l i t i e s of a Will are quite simple However ca re a n d a t t e n t i on n e e ds t o b e taken with the drafting of teh clauses so t hat t h ere i s n o a mb i g u i t y ot h e r w i se p ro b l e m s a n d d i s p u t e s m a y a r i s eFriday, 16 September 2011
  103. 103. Wills It wi ll b e see n t h a t t h e for ma l i t i e s of a Will are quite simple However ca re a n d a t t e n t i on n e e ds t o b e taken with the drafting of teh clauses so t hat t h ere i s n o a mb i g u i t y ot h e r w i se p ro b l e m s a n d d i s p u t e s m a y a r i s e In t he circu mst a n ce s p rof e ssi on a l a d v i c e i s i m po rt a n tFriday, 16 September 2011
  104. 104. Friday, 16 September 2011
  105. 105. Does a Will need to be registeredFriday, 16 September 2011
  106. 106. Does a Will need to be registered In England and Wales a Will does not ne ed t o be re g i st e re dFriday, 16 September 2011
  107. 107. Does a Will need to be registered In England and Wales a Will does not ne ed t o be re g i st e re d H ow e ve r i t c a n b e v o l u n t a r i l y reg i s t e re d w i t h t h e N a t i o n a l Wi l l R e g i s t e rFriday, 16 September 2011
  108. 108. Friday, 16 September 2011
  109. 109. FuneralFriday, 16 September 2011
  110. 110. Funeral You can se t ou t i n y ou r Wi l l h ow y ou would l ik e you r Fune ra l co n d u ct e d .Friday, 16 September 2011
  111. 111. Funeral You can se t ou t i n y ou r Wi l l h ow y ou would l ik e you r Fune ra l co n d u ct e d . These w i she s a re n ot l e g a l l y b i n di n g , howeve r i n m o s t c a s e s y o u r w i s h e s would b e ob se r ve d b y y ou r Ex e cu t or s , i f po ssi b l eFriday, 16 September 2011
  112. 112. Friday, 16 September 2011
  113. 113. DeathFriday, 16 September 2011
  114. 114. Death Bu r i a lFriday, 16 September 2011
  115. 115. Death Bu r i a l or Cremation ...Friday, 16 September 2011
  116. 116. Friday, 16 September 2011
  117. 117. DeathFriday, 16 September 2011
  118. 118. Death C rema t i o nFriday, 16 September 2011
  119. 119. DeathFriday, 16 September 2011
  120. 120. Friday, 16 September 2011
  121. 121. Friday, 16 September 2011
  122. 122. Friday, 16 September 2011
  123. 123. Proba t eFriday, 16 September 2011
  124. 124. Proba t e Af t er y ou r de a t h y ou r Ex ecu t or s w i l l mak e an ap p l i ca t i on t o t h e C ou r t t o b e g rant e d t he r i g h t t o ma n a g e y ou r e st a t eFriday, 16 September 2011
  125. 125. Proba t e Af t er y ou r de a t h y ou r Ex ecu t or s w i l l mak e an ap p l i ca t i on t o t h e C ou r t t o b e g rant e d t he r i g h t t o ma n a g e y ou r e st a t e Declarations will have to be made to t he Tax au t h or i t i e s a b ou t y ou r e st a t e a n d arra ng e me n t s se t i n p l a ce t o de a l w it h a n y Ta x l i a bi l i t yFriday, 16 September 2011
  126. 126. Friday, 16 September 2011
  127. 127. Proba t eFriday, 16 September 2011
  128. 128. Proba t e A G r ant of P rob a t e i s i ssu e d b y t h e Court, to aut h o r i s e y o u r E x e c u t o r s t o deal wit h y ou r a sse t s a n d ma k e distributionsFriday, 16 September 2011
  129. 129. Friday, 16 September 2011
  130. 130. IntestacyFriday, 16 September 2011
  131. 131. Intestacy If y ou die wi t h ou t a Wi l l t h e R u l e s of Intestacy will applyFriday, 16 September 2011
  132. 132. Intestacy If y ou die wi t h ou t a Wi l l t h e R u l e s of Intestacy will apply These Rules provide as follows....Friday, 16 September 2011
  133. 133. Friday, 16 September 2011
  134. 134. IntestacyFriday, 16 September 2011
  135. 135. Intestacy These Rules provide as follows....Friday, 16 September 2011
  136. 136. Intestacy These Rules provide as follows.... ( a ) T he ho useh o l d c o n t en ts a n d ca r s P l u sFriday, 16 September 2011
  137. 137. Intestacy These Rules provide as follows.... ( a ) T he ho useh o l d c o n t en ts a n d ca r s P l u s (b)T he firs t £ 4 5 0 , 0 0 0 o f y o u r e s t a t e P l u sFriday, 16 September 2011
  138. 138. Intestacy These Rules provide as follows.... Yo u r S p o u s e g e t s ( a ) T he ho useh o l d c o n t en ts a n d ca r s P l u s (b)T he firs t £ 4 5 0 , 0 0 0 o f y o u r e s t a t e P l u sFriday, 16 September 2011
  139. 139. Intestacy These Rules provide as follows.... Yo u r S p o u s e g e t s ( a ) T he ho useh o l d c o n t en ts a n d ca r s P l u s (b)T he firs t £ 4 5 0 , 0 0 0 o f y o u r e s t a t e P l u s (c) Half of a n y e x ce ss ove r £ 4 5 0 , 0 0 0Friday, 16 September 2011
  140. 140. Intestacy These Rules provide as follows.... Yo u r S p o u s e g e t s ( a ) T he ho useh o l d c o n t en ts a n d ca r s P l u s (b)T he firs t £ 4 5 0 , 0 0 0 o f y o u r e s t a t e P l u s (c) Half of a n y e x ce ss ove r £ 4 5 0 , 0 0 0 a nd y o u r o t h er rel a t i v e s g e t . . . . .Friday, 16 September 2011
  141. 141. Friday, 16 September 2011
  142. 142. IntestacyFriday, 16 September 2011
  143. 143. Intestacy Your p aren t s or ( i n non e a l i ve ) y ou r b ro t h e r s o r s i s t e r s g e tFriday, 16 September 2011
  144. 144. Intestacy Your p aren t s or ( i n non e a l i ve ) y ou r b ro t h e r s o r s i s t e r s g e t Th e b alance of t h e h a l f of a n y e x ce ss ove r £450,000Friday, 16 September 2011
  145. 145. Intestacy Your p aren t s or ( i n non e a l i ve ) y ou r b ro t h e r s o r s i s t e r s g e t Th e b alance of t h e h a l f of a n y e x ce ss ove r £450,000 If y ou are ma r r i e d b u t ha ve n o ch i l dre n or p aren t s or b rot h e r s or si st e r s y ou r Sp ou se gets everythingFriday, 16 September 2011
  146. 146. Friday, 16 September 2011
  147. 147. IntestacyFriday, 16 September 2011
  148. 148. Intestacy If y ou are Si n g l e , Wi dow e d or DivorcedFriday, 16 September 2011
  149. 149. Intestacy If y ou are Si n g l e , Wi dow e d or Divorced Every t hi ng g oe s t o y ou r ch i l dre n ( i f a n y ) ot herwi se t o y ou r p a re n t s ( i f a l i ve ) ot h erwise t o y ou r b rot he r s or si st e r s ( i f a li ve ) ot he r w i se y ou r g r a n dp a re n t s ( i f a live ) ot h erw i se t o y ou r a u n t or u n cl e s ( or t heir chi l dre n ) a n d if n on e of t h e se a re a live t he n i t a l l goe s t o t h e Tre a s u r yFriday, 16 September 2011
  150. 150. Intestacy If y ou are Si n g l e , Wi dow e d or Divorced Every t hi ng g oe s t o y ou r ch i l dre n ( i f a n y ) ot herwi se t o y ou r p a re n t s ( i f a l i ve ) ot h erwise t o y ou r b rot he r s or si st e r s ( i f a li ve ) ot he r w i se y ou r g r a n dp a re n t s ( i f a live ) ot h erw i se t o y ou r a u n t or u n cl e s ( or t heir chi l dre n ) a n d if n on e of t h e se a re a live t he n i t a l l goe s t o t h e Tre a s u r y These are the Rules as at January 2011Friday, 16 September 2011
  151. 151. Friday, 16 September 2011
  152. 152. C on c l us i o nFriday, 16 September 2011
  153. 153. C on c l us i o n It will be seen that it is important to consi de r ma k i n g a Wi l lFriday, 16 September 2011
  154. 154. C on c l us i o n It will be seen that it is important to consi de r ma k i n g a Wi l l As Lawy e rs w i t h w i de e x p e r i e n ce of such matters we can advise and assist you to make suitable arrangementsFriday, 16 September 2011
  155. 155. Friday, 16 September 2011
  156. 156. Wha t el se c a n w e o ffe r ?Friday, 16 September 2011
  157. 157. Wha t el se c a n w e o ffe r ? P erhap s a new a ppro ach to the way Wills are created.Friday, 16 September 2011
  158. 158. Wha t el se c a n w e o ffe r ? P erhap s a new A Sp eci al a ppro ach to Wa y t o the way l ea ve y ou r Wills are money created.Friday, 16 September 2011
  159. 159. Wha t el se c a n w e o ffe r ? P erhap s a new A Sp eci al a ppro ach to Wa y t o the way l ea ve y ou r Wills are money created. We l c o m e t o . . . . .Friday, 16 September 2011
  160. 160. Friday, 16 September 2011
  161. 161. Incentive TrustsFriday, 16 September 2011
  162. 162. Incentive Trusts A good way to leave your money is to p ro v i d e I n c e n t i v e s f o r B e n e f i c i a r i e sFriday, 16 September 2011
  163. 163. Friday, 16 September 2011
  164. 164. IntroductionFriday, 16 September 2011
  165. 165. Introduction If leave i t w i se l y t he w e a l t h w i l l b e spent wiselyFriday, 16 September 2011
  166. 166. Introduction If leave i t w i se l y t he w e a l t h w i l l b e spent wisely A way to share the Wisdom of your Wealth a n d t he We a l t h o f y o u r Wi s d o mFriday, 16 September 2011
  167. 167. Friday, 16 September 2011
  168. 168. Mak in g a w e l l con si de re d Wi l l ca n p ro v i d e a c h a n c e t o s e t I n c e n t i v e s t o G u i d e a n d I n s p i re y o u r B e n e f i c i a r i e sFriday, 16 September 2011
  169. 169. Friday, 16 September 2011
  170. 170. IncentivesFriday, 16 September 2011
  171. 171. Incentives W hen we alt h y p e o p l e l ea v e m o n e y t h e y a re con cer ne d a b ou t t e h e ff e ct t h a t t h e weal t h w i ll h a v e o n t h e i r ch i l d re nFriday, 16 September 2011
  172. 172. Incentives W hen we alt h y p e o p l e l ea v e m o n e y t h e y a re con cer ne d a b ou t t e h e ff e ct t h a t t h e weal t h w i ll h a v e o n t h e i r ch i l d re n In order to ensure that good use is made of the Inheritance arrangements are made t o e n su re t h a t t h e Benefi cia r i e s p rove w ort h y of t h e InheritanceFriday, 16 September 2011
  173. 173. Friday, 16 September 2011
  174. 174. IncentivesFriday, 16 September 2011
  175. 175. Incentives They do t h i s b y se t t i n g u p In ce n t i ve TrustsFriday, 16 September 2011
  176. 176. Incentives They do t h i s b y se t t i n g u p In ce n t i ve Trusts Lets see what Incentives can achieve...Friday, 16 September 2011
  177. 177. Friday, 16 September 2011
  178. 178. IntroductionFriday, 16 September 2011
  179. 179. Introduction A financial expression of your family valuesFriday, 16 September 2011
  180. 180. Introduction A financial expression of your family values A way to share the Wisdom of your Wealth and the We a l t h o f y o u r Wi s d o mFriday, 16 September 2011
  181. 181. Friday, 16 September 2011
  182. 182. W h y I n c en t i ves ?Friday, 16 September 2011
  183. 183. W h y I n c en t i ves ? To Encourage Inspire Stimulate MotivateFriday, 16 September 2011
  184. 184. Friday, 16 September 2011
  185. 185. W h a t i s a Tru s tFriday, 16 September 2011
  186. 186. W h a t i s a Tru s t G enerall y t ru st s i n re cen t t i me s h a ve b een comp l i ca t e d b y t h e i r u se i n a v o i d i n g Ta xFriday, 16 September 2011
  187. 187. Friday, 16 September 2011
  188. 188. W h a t i s a Tru s tFriday, 16 September 2011
  189. 189. W h a t i s a Tru s t A t rust i s a si mp l e ve h i cl e w h e re b y y ou ent rust ot h e r s t o ow n ma n a g e y ou r assets eit h er d u ri n g l i fe o r a ft e r d e a t hFriday, 16 September 2011
  190. 190. W h a t i s a Tru s t A t rust i s a si mp l e ve h i cl e w h e re b y y ou ent rust ot h e r s t o ow n ma n a g e y ou r assets eit h er d u ri n g l i fe o r a ft e r d e a t h If you choose Trustees wisely and creat e t he Tru st w i t h care , i t ca n l e a ve an end u r in g a n d v a l u a b l e l e g a cyFriday, 16 September 2011
  191. 191. Friday, 16 September 2011
  192. 192. Letter of WishesFriday, 16 September 2011
  193. 193. Letter of Wishes Letters of Wishes are an informal way t o p ro v i d eFriday, 16 September 2011
  194. 194. Friday, 16 September 2011
  195. 195. Co nd i t i o n a l B eq u e s t sFriday, 16 September 2011
  196. 196. Co nd i t i o n a l B eq u e s t s Instead of Incentive Trusts can simply l eav e a c on d i t i o n a l g i ftFriday, 16 September 2011
  197. 197. Friday, 16 September 2011
  198. 198. EnforceabilityFriday, 16 September 2011
  199. 199. Enforceability Incent ive s h a ve t h e i r ow n e n f orce me n t , N o re w a rd i f t a s k n o t d o n eFriday, 16 September 2011
  200. 200. Friday, 16 September 2011
  201. 201. ImplementationFriday, 16 September 2011
  202. 202. Implementation Choose s u it a bl e pe op l e t o i m p l e m e n tFriday, 16 September 2011
  203. 203. Friday, 16 September 2011
  204. 204. IncentivesFriday, 16 September 2011
  205. 205. Incentives If mak e a w i l l i n t h i s ma n n e r y ou a re t a k i n g p a r t i n a p ro c e s s , a p ro c e s s t h a t Is creative and interesting as much as it i s so und and o f p r a c t i c a l a n d p ro f o u n d value. It is foundational in many ways. A process to make a family think and re al ise w hat i s i m p o r t a nt . T h e y d o t h i s b y s e t t i n g u p I n c e n t i v e Tru s t sFriday, 16 September 2011
  206. 206. Friday, 16 September 2011
  207. 207. The ProcessFriday, 16 September 2011
  208. 208. The Process There is sy n e rg y a n d crea t i vi t y i n t h e p roce ss of cre a t i ng a Wi l l w i t h IncentivesFriday, 16 September 2011
  209. 209. Friday, 16 September 2011
  210. 210. Business SuccessionFriday, 16 September 2011
  211. 211. Business Succession At time of making the Will can discuss the strategy for any businessesFriday, 16 September 2011
  212. 212. Business Succession At time of making the Will can discuss the strategy for any businesses Such consi de r a t i on ma y p rove u se f u l i n p l a n n i n g s t r a t e g y, d u r i n g l i f e a n d d e a t hFriday, 16 September 2011
  213. 213. Friday, 16 September 2011
  214. 214. Ta xa t i o nFriday, 16 September 2011
  215. 215. Ta xa t i o n We c a n c o n s i d e r w i t h y o u t h e Ta x i mpli c at i on s o f y o u r d e ci s i o n sFriday, 16 September 2011
  216. 216. Friday, 16 September 2011
  217. 217. IHT FormsFriday, 16 September 2011
  218. 218. IHT Forms Fill out IHT forms at time of making Will so get a chance to assess the likely Ta x a n d t h en rev i e w l a t e rFriday, 16 September 2011
  219. 219. Friday, 16 September 2011
  220. 220. The IncentivesFriday, 16 September 2011
  221. 221. The Incentives Here fol l ow s a l i st o f I n ce n t i v e sFriday, 16 September 2011
  222. 222. Friday, 16 September 2011
  223. 223. Po ssi bl e I n cen t iv e sFriday, 16 September 2011
  224. 224. Po ssi bl e I n cen t iv e s •To obta in a d e g re e f ro m a c h o i c e o f s e t subjectsFriday, 16 September 2011
  225. 225. Po ssi bl e I n cen t iv e s •To obta in a d e g re e f ro m a c h o i c e o f s e t subjects • To wor k f o r a C h a ri t y fo r a s e t p e r i o dFriday, 16 September 2011
  226. 226. Po ssi bl e I n cen t iv e s •To obta in a d e g re e f ro m a c h o i c e o f s e t subjects • To wor k f o r a C h a ri t y fo r a s e t p e r i o d • To le arn a l a n g u a g e, w r i t t e n a n d spokenFriday, 16 September 2011
  227. 227. Po ssi bl e I n cen t iv e s •To obta in a d e g re e f ro m a c h o i c e o f s e t subjects • To wor k f o r a C h a ri t y fo r a s e t p e r i o d • To le arn a l a n g u a g e, w r i t t e n a n d spoken • To l e a rn a M u s i ca l I n s t ru m e n tFriday, 16 September 2011
  228. 228. Friday, 16 September 2011
  229. 229. Po ssi bl e I n cen t iv e sFriday, 16 September 2011
  230. 230. Po ssi bl e I n cen t iv e s • To ma i n t a i n a c e rt a i n ca r b o n fo o t p r i n tFriday, 16 September 2011
  231. 231. Po ssi bl e I n cen t iv e s • To ma i n t a i n a c e rt a i n ca r b o n fo o t p r i n t • To v i s i t I n d iaFriday, 16 September 2011
  232. 232. Po ssi bl e I n cen t iv e s • To ma i n t a i n a c e rt a i n ca r b o n fo o t p r i n t • To v i s i t I n d ia • To Vi s i t E a s t Afr i c aFriday, 16 September 2011
  233. 233. Po ssi bl e I n cen t iv e s • To ma i n t a i n a c e rt a i n ca r b o n fo o t p r i n t • To v i s i t I n d ia • To Vi s i t E a s t Afr i c a • To re a d a l i s t o f ch o s e n b o o k sFriday, 16 September 2011
  234. 234. Friday, 16 September 2011
  235. 235. Po ssi bl e I n cen t iv e sFriday, 16 September 2011
  236. 236. Po ssi bl e I n cen t iv e s • To h a v e j o i n t f a m i l y v a c a t i o n sFriday, 16 September 2011
  237. 237. Po ssi bl e I n cen t iv e s • To h a v e j o i n t f a m i l y v a c a t i o n s • To take par t i n c u l t u r a l a c t i v i t i e s a n d societiesFriday, 16 September 2011
  238. 238. Po ssi bl e I n cen t iv e s • To h a v e j o i n t f a m i l y v a c a t i o n s • To take par t i n c u l t u r a l a c t i v i t i e s a n d societies • To l ea rn t h e f a m i l y fa i t hFriday, 16 September 2011
  239. 239. Po ssi bl e I n cen t iv e s • To h a v e j o i n t f a m i l y v a c a t i o n s • To take par t i n c u l t u r a l a c t i v i t i e s a n d societies • To l ea rn t h e f a m i l y fa i t h • To l e a rn a b o u t a l l m a j o r fa i t h sFriday, 16 September 2011
  240. 240. Friday, 16 September 2011
  241. 241. Po ssi bl e I n cen t iv e sFriday, 16 September 2011
  242. 242. Po ssi bl e I n cen t iv e s • To ca rry ou t re se a rch in t o ch ose n subjectsFriday, 16 September 2011
  243. 243. Po ssi bl e I n cen t iv e s • To ca rry ou t re se a rch in t o ch ose n subjects • To l e a rn t o d a n c eFriday, 16 September 2011
  244. 244. Po ssi bl e I n cen t iv e s • To ca rry ou t re se a rch in t o ch ose n subjects • To l e a rn t o d a n c e • To t a k e e l o que n c e l e s s o n sFriday, 16 September 2011
  245. 245. Po ssi bl e I n cen t iv e s • To ca rry ou t re se a rch in t o ch ose n subjects • To l e a rn t o d a n c e • To t a k e e l o que n c e l e s s o n s • an d so on . . . w h a t e ve r y ou t h i n k , t h e p ossib i l it i e s a re on ly l i mi t e d n y ou r i m ag ina t i on a n d g o o d s e n s eFriday, 16 September 2011
  246. 246. Friday, 16 September 2011
  247. 247. Po ssi bl e I n cen t iv e sFriday, 16 September 2011
  248. 248. Po ssi bl e I n cen t iv e s In Amer ica t h e g oal s are a l i t t l e more serious such as ...Friday, 16 September 2011
  249. 249. Po ssi bl e I n cen t iv e s In Amer ica t h e g oal s are a l i t t l e more serious such as ... To ma t ch t h e B e n e fi c i a r i e s y e a r l y i n c o meFriday, 16 September 2011
  250. 250. Po ssi bl e I n cen t iv e s In Amer ica t h e g oal s are a l i t t l e more serious such as ... To ma t ch t h e B e n e fi c i a r i e s y e a r l y i n c o me Rewa rd f or e v e r y y e a r o f s t a y i n g marriedFriday, 16 September 2011
  251. 251. Po ssi bl e I n cen t iv e s In Amer ica t h e g oal s are a l i t t l e more serious such as ... To ma t ch t h e B e n e fi c i a r i e s y e a r l y i n c o me Rewa rd f or e v e r y y e a r o f s t a y i n g married Rew ard for w o m e n t o s t a y a t h o m e a n d lo ok a f t e r t h e c hi l d re nFriday, 16 September 2011
  252. 252. Friday, 16 September 2011
  253. 253. Po ssi bl e I n cen t iv e sFriday, 16 September 2011
  254. 254. Po ssi bl e I n cen t iv e s And on the deterrent side to restrict p a y m e n t i f d ru g s t e s t s a re f a i l e dFriday, 16 September 2011
  255. 255. Po ssi bl e I n cen t iv e s And on the deterrent side to restrict p a y m e n t i f d ru g s t e s t s a re f a i l e d The sub ject of In ce n t i ve s i n Ame r i ca form s par t o f a separ a t e p re s e n t a t i o nFriday, 16 September 2011
  256. 256. Friday, 16 September 2011
  257. 257. Po ssi bl e I n cen t iv e sFriday, 16 September 2011
  258. 258. Po ssi bl e I n cen t iv e s • an d so on . . . w h a t e ve r y ou t h i n k , t h e p ossib i l it i e s a re on l y l i mi t e d b y ou r i m ag ina t i on a n d g o o d s e n s eFriday, 16 September 2011
  259. 259. Friday, 16 September 2011
  260. 260. I n c en t i vesFriday, 16 September 2011
  261. 261. I n c en t i ves • And if the Beneficiary does not carry out the task , then the money goes to C h a ri t y.Friday, 16 September 2011
  262. 262. I n c en t i ves • And if the Beneficiary does not carry out the task , then the money goes to C h a ri t y. • And if the Beneficiary does carry out t h e t a s k , t h e n a g re a t e r a m o u n t g o e s t o C h a ri t yFriday, 16 September 2011
  263. 263. Friday, 16 September 2011
  264. 264. IncentivesFriday, 16 September 2011
  265. 265. Incentives Th e Ince n t ive s a re onl y l imi t e d b y ou r imag i n at i o n a n d ou r g o o d s e n s eFriday, 16 September 2011
  266. 266. Friday, 16 September 2011
  267. 267. LawyersFriday, 16 September 2011
  268. 268. Lawyers As lawyers this is good clean workFriday, 16 September 2011
  269. 269. Lawyers As lawyers this is good clean work The fees are paid on delivery so assists cash flowFriday, 16 September 2011
  270. 270. Lawyers As lawyers this is good clean work The fees are paid on delivery so assists cash flow F e w e r p re s s u re s o r d e a d l i n e sFriday, 16 September 2011
  271. 271. Lawyers As lawyers this is good clean work The fees are paid on delivery so assists cash flow F e w e r p re s s u re s o r d e a d l i n e s The work is capable of being delegated a n d supe r vi se dFriday, 16 September 2011
  272. 272. Friday, 16 September 2011
  273. 273. LawyersFriday, 16 September 2011
  274. 274. Lawyers It is easy to startFriday, 16 September 2011
  275. 275. Lawyers It is easy to start Good Marketing will bring forth clientsFriday, 16 September 2011
  276. 276. Lawyers It is easy to start Good Marketing will bring forth clients F e w e r p re s s u re s o r d e a d l i n e sFriday, 16 September 2011
  277. 277. Lawyers It is easy to start Good Marketing will bring forth clients F e w e r p re s s u re s o r d e a d l i n e s The advantages are numerous and set out separatelyFriday, 16 September 2011
  278. 278. Friday, 16 September 2011
  279. 279. LawyersFriday, 16 September 2011
  280. 280. Lawyers In essence this work willFriday, 16 September 2011
  281. 281. Lawyers In essence this work will Attract New ClientsFriday, 16 September 2011
  282. 282. Lawyers In essence this work will Attract New Clients Attract Better ClientsFriday, 16 September 2011
  283. 283. Lawyers In essence this work will Attract New Clients Attract Better Clients Impress existing ClientsFriday, 16 September 2011
  284. 284. Friday, 16 September 2011
  285. 285. Wills ExtrasFriday, 16 September 2011
  286. 286. Wills Extras Pi ctu re s at t i m e o f s i g ni n g Wi l l a n d k e p t w i t h t h e Wi l lFriday, 16 September 2011
  287. 287. Wills Extras Pi ctu re s at t i m e o f s i g ni n g Wi l l a n d k e p t w i t h t h e Wi l l Pict ures o f B e n e f i c i a r i e s a n d E x e c u t o r s a n d Tru st e e sFriday, 16 September 2011
  288. 288. Wills Extras Pi ctu re s at t i m e o f s i g ni n g Wi l l a n d k e p t w i t h t h e Wi l l Pict ures o f B e n e f i c i a r i e s a n d E x e c u t o r s a n d Tru st e e s Sp ecially de si g n e d Wi l l s f ol de r f or t h e clientFriday, 16 September 2011
  289. 289. Friday, 16 September 2011
  290. 290. C on c l us i o nFriday, 16 September 2011
  291. 291. C on c l us i o n Where the re i s a Wi l l , t h e re a re m a n y w a ys, f or t h e w i l l i n gFriday, 16 September 2011
  292. 292. C on c l us i o n Where the re i s a Wi l l , t h e re a re m a n y w a ys, f or t h e w i l l i n g Yo u r w e a l t h c a n m a k e y o u r l o v e d o n e s Wo r k , R e s t , P l a yFriday, 16 September 2011
  293. 293. C on c l us i o n Where the re i s a Wi l l , t h e re a re m a n y w a ys, f or t h e w i l l i n g Yo u r w e a l t h c a n m a k e y o u r l o v e d o n e s Wo r k , R e s t , P l a y a nd D a nc e t o so me o f y o u r t u n e sFriday, 16 September 2011
  294. 294. Friday, 16 September 2011
  295. 295. A New ApproachFriday, 16 September 2011
  296. 296. A New Approach It s not just In ce n t i ve s b u t a w h ol e di ffere n t a p p roa ch t o h ow Wi l l s a re n or ma l l y ma deFriday, 16 September 2011
  297. 297. Friday, 16 September 2011
  298. 298. C h a l l eng e sFriday, 16 September 2011
  299. 299. C h a l l eng e s A sep ar at e p re se n t at i on de a l s w i t h ob ject ion s a n d ch a l l e n g e s t o t h e IncentivesFriday, 16 September 2011
  300. 300. Friday, 16 September 2011
  301. 301. O ff s h o reFriday, 16 September 2011
  302. 302. O ff s h o re The adva nt a g e s a n d di sa dva n t a g e s of offshore arrangementsFriday, 16 September 2011
  303. 303. O ff s h o re The adva nt a g e s a n d di sa dva n t a g e s of offshore arrangements A separate presentationFriday, 16 September 2011
  304. 304. O ff s h o re The adva nt a g e s a n d di sa dva n t a g e s of offshore arrangements A separate presentation a nd D a nc e t o so me o f y o u r t u n e sFriday, 16 September 2011

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