Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

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Blog | Wills Trusts & Lasting Powers of Attorney

Why use Clive Barwell for Wills, Trusts & Lasting Powers of Attorney?

I have been advising on Wills and Trusts since 1971 and I am a registered Trust & Estate Practitioner.

Wills and inheritance: how changes to the intestacy rules affect you

The laws dividing your assets if you don’t have a Will changed radically on 1 October 2014, although one of the most needed reforms has been put on the back-burner.  Whilst partners in a marriage or civil partnership get a much-awaited improvement in their outcome, “common law” partners may be shocked to discover they still […]

Dying Matters

You don’t have to be ill or dying to make plans for your future. Here are six things you can do now to make it easier for you and your loved ones at the end of your life.

How to ensure YOUR family receives their inheritance

A common concern is that, following your death, your Partner remarries and your children's inheritance finishes up with that new family. If this is a concern, watch this animation and then call me to discuss how an updated Will can help allay your fears.

Protect your children’s inheritance from future care costs

Will all your assets be expended on paying for future long term care so there will be nothing left for your children? Watch this interesting animation.

Protect your children’s inheritance from their subsequent divorce

Will your children's inheritance finish up in the hands of a son or daughter-in-law you never really liked? Watch this interesting animation.

Protect your children’s future inheritance from bankruptcy

Could your children's inheritance finish up in the hands of a bankruptcy administrator? Watch this interesting animation.

Generational Inheritance Tax – how to avoid it

Are you passing an Inheritance Tax problem down the generations? Watch this interesting animation.

Acting as an Attorney or thinking of appointing one?

Without exception, everything you do as an Attorney has to be in the best interests of the Donor.

Acting as an Executor or thinking of appointing one?

Being asked to act as an Executor by a friend or member of the family can be flattering, as it shows they trust you to handle their financial affairs. But remember that by accepting you will have to take on a lot of responsibility.

Acting as a Trustee or thinking of appointing one?

Being asked to act as a Trustee by a friend or member of the family can be flattering, as it shows they trust you to handle their financial affairs. But remember that by accepting you will have to take on a lot of responsibility.

Lasting Powers of Attorney – What are they and do I need one?

Everyone, regardless of age, should have a Lasting Power of Attorney for Property & Financial Affairs (unless you already have a valid and adequate Enduring Power of Attorney) and for Health & Welfare.

I’m an attorney, can I make gifts?

This is the most common question I am asked by attorneys looking after Granny’s financial affairs under an Enduring or Lasting Power of Attorney. The simple answer is, “NO”!

Property in the European Union and your Will

Brussels IV is the solution to the forced heirship provisions, which can currently thwart the best laid plans of British Will-makers. However, what many people are not aware of is that the new rules will only benefit those British nationals who have taken appropriate action during their lifetime by drafting a new Will.

Can I use my Will to save Inheritance Tax?

The moral of our three stories here is to regularly review your Will, particularly if it was drafted before 09 October 2007.

What to do when someone dies

Unfortunately, whilst coping with the trauma of someone dying, there are some practical things you need to do.  This article deals with the key elements. Registering the death It is a legal requirement that the death is registered as soon as possible, certainly within 5-days in England.  You can find the local Register Office at this […]

Have you made a will?

Over a lifetime we spend our time working hard to provide for our loved ones and making a Will ensures that when you die your estate – property, possessions, savings and investments – are shared according to your wishes. A Will is important for everyone but even more so if you have children, own property, […]
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