What is STEP?

What does STEP membership mean for Carisma Wills’ clients? STEP member profile The Society of Trust and Estate Practitioners, known as STEP, is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high…

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Time well spent

Imagine you had a bank account that deposited £86,400 each morning. The account carries over no balance from day to day, allows you to keep no cash balance, and every evening cancels whatever part of the amount you had failed to use during the day. What would you do? Draw out every pound each day!…

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Looking a gift horse in the mouth

Don’t look a gift horse in the mouth is one of those strange expressions that my grandparents used when I was young… probably when my facial expression failed to cover my real thoughts on receiving a ‘practical’ birthday present. Showing gratitude for a gift, however you really feel, is a skill we all learn.  But…

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To do list

Hello 2019

Happy new year to all our existing clients! Thank you for choosing Carisma Wills for your estate planning. If you have decided that 2019 is the year you must cross off MAKE A WILL from your to-do list, we would love to help you through the process. Check out our 4 reasons to make a…

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Woman taking ring off for divorce

Wills and Divorce or Separation

Wills and Divorce or Separation Divorce and separation can be very stressful and upsetting. If your relationship with your spouse breaks down, you, your home, your assets and your family circumstances are all affected. The wishes you set out in an existing Will may no longer be appropriate and you may want to reconsider the…

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