Show us your assets 19 July 2019 I got a leaflet the other day, stuffed in with all the junk mail, asking me if I thought my assets were safe and inviting me to a seminar. Ooh, the nerve. If I wanted advice on protecting my assets,… Read more
Rocket science 31 May 2019 I have said it before. Making Wills is not rocket science. That said, getting it wrong will send blood pressures soaring and legal fees in to Hyperspace. Apparently the number of disputes over Wills… Read more
Banks take note. 22 May 2019 The Office of the Public Guardian (OPG) has issued guidance for staff of banks and utility companies on dealing with Powers of attorney (PoA) or Deputy court orders. It notes that attitudes to PoAs… Read more
Plan Ahead 17 May 2019 It costs nothing to come in to discuss your planning, just your time. We will sit and talk. We will listen to you, find out what you want, point out other areas that you might not have thought about… Read more
Inheritance Tax Rules! 12 April 2019 I recently saw an article in ‘International Adviser’ (I should get out more, I know!) about how many people are unaware of the Inheritance Tax (IHT) rules. Just 7% of clients seeking advice believe… Read more