Lifetime Gifts and Inheritance tax
This blog covers the current rules for lifetime gifts, inheritance tax and the seven year rule.
Pensions and Inheritance Tax – the upcoming changes that you need to know about
Currently, defined contribution pensions, where you build up a pot of money to give you an income when you retire, wouldn’t normally be part of your taxable estate and there would be no inheritance tax to pay. The ‘estate’ simply means all the assets, like a house, investments or valuables, that someone owns when they…
What is Inheritance Tax?
Too many families are hit with an unexpected inheritance tax bill. By understanding what inheritance tax is and your options, you can plan to minimise or even avoid this tax on your death.
Is your will up-to-date?
Is your will up-to-date? It’s easy for years to fly past but it’s vital that you check your will regularly to make sure it is up-to-date and reflects your wishes. Here’s a guide to some of the key reasons why you may need to update your will. Marriage: Marriage automatically revokes a will unless there…
Your end of tax year financial health check: Five tax planning ideas to consider
We are now in the last three months of the tax year (tax years end on 5th April). Now’s the time to think of the financial planning that you might wish to carry out before that deadline. We have set out below five tax year-end financial planning ideas that you may wish to consider.
‘Planning to Live Together’ Stowe Family Law
I’m delighted to share with you a specially created guide from Beth Sheridan of Stowe Family Law for couples who are planning to live together. Download your guide for free here.
Top Tips on Making a Will
We know making a Will can be daunting so we have put together some top tips on making a Will to help you prepare for your phone / online video appointment.
How to sign a Will at a social distance
Are you wondering how to get your Will signed and witnessed? This article explains the law and how you can sign your Will at a safe social distance.
Is equity release right for me?
Is equity release right for me? Over 65’s have five times more wealth in their home than their pension. Equity release can be a way of funding retirement. This article explains what equity release is and factors to consider.
Do you have a frozen pension?
Do you have a frozen pension? Here is a simple guide to explain what a frozen pension is and what you should do about it.
What to expect from a good financial adviser
A good financial adviser works for you in your best interests. Here is a six-point guide to what to expect from a good financial adviser.
Why Landlords need a Lasting Power of Attorney
This article explains why landlords need a Lasting Power of Attorney and the legal and financial problems that can arise without it.