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
Deliberate deprivation of assets 29 March 2019 I am not one for the Sunday papers, but an email alerted me to this one - The “deliberate deprivation of assets” rule came under the microscope recently. It warned that gifting money or assets can be… Read more
I’ve got the Power (of Attorney) 15 March 2019 I only have 300 words so I’ll be quick- There are two types of LPA. Property & Finance LPAs enable attorneys to operate bank accounts, claim and receive benefits or pensions, pay bills and buy or… Read more
The Downfall of Shortcuts 8 February 2019 According to recent research, 25% of over 45 years olds have access to a bank account for a relative who is not their spouse/partner. That is a really risky approach as there is no accountability and… Read more