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Casey & Associates
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Are you happy with the services we provide and do you know someone to recommend us to?
Refer as many friends as you like and if any become clients (up to a maximum of four people), as a thank you we will send you M&S e-gift cards worth up to £200!*
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How to ensure your assets go to your children - our animated video.
video - Casey and Associates
video - Casey and Associates
caseyandassociates.co.uk
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If you own a particular type of business or own a working farm, you could reduce the value of Inheritance Tax or be exempt from it altogether.
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Take a look at our frequently asked questions, or feel free to ask one of your own here: https://buff.ly/2GfUVho
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If you are either an existing client, or a prospective client and you have elected to have a visit from one of our Consultants please see here the number of ways to prepare for your visit.
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We pride ourselves on ensuring we meet all of our clients' needs and requests throughout the last ten years. Find out more about what we offer here: https://buff.ly/2mYNcLH
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One area where trusts are commonly used is for the protection of assets for a vulnerable or disabled person. There are various types of trusts but for these purposes the most common groups are discretionary trusts or interest in possession trusts.
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We are delighted to announce that the winners of our crossword competition are:
First prize of £100 M&S e-gift card: Mr Howlett, High Wycombe
Second prize of £50 M&S e-gift card: Mr & Mrs Davies, Bedford
Third prize of £25 M&S e-gift card: Mrs Weaver, Redhill
Congratulations to our winners!

REFER FRIENDS AND YOU CAN RECEIVE E-GIFT CARDS TOO!
Refer as many friends as you like and if any become clients (up to a maximum of four people), as a thank you we will send you M&S e-gift cards worth up to £200!*
Find out more here: https://buff.ly/2DbQbaD
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Here are two case studies showing the importance of having a Lasting Power of Attorney.
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Refer as many friends as you like and if any become clients (up to a maximum of five people), as a thank you we will send you M&S e-gift cards worth up to £200!*
Find out more by clicking the link.
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