Legacy Planning – make it your New Year’s Resolution!
Posted by Ian Henman on December 13, 2024Have you started to make those important decisions? Don’t leave it late start thinking about your Will.
Over 50,000 Lasting Power of Attorney applications rejected
Posted by Ian Henman on November 21, 2024During 2023 / 24, over 50,000 Lasting Power of Attorney applications were rejected. We look at common errors and how to avoid them.
Lifetime gifts and Inheritance Tax: how to notify HMRC
Posted by Ian Henman on October 28, 2024You may know that lifetime gifts can be exempt from IHT if you live for seven years afterwards. But how do you report them to the taxman?
Lasting Power of Attorney – the most important thing I ever did.
Posted by Jon Pryse-Jones on October 22, 2024Lasting Power of Attorney – I offer some guidance in making the right decisions and explain why it was the most important thing I ever did.
Personal Financial Planning for the elderly – Part 3
Posted by Kevin Wheeler on October 16, 2024Personal Financial planning – in part 3, we look at things from a tax planning perspective and at issues around Inheritance Tax.
Financial Planning for the elderly – Part 2 of 3
Posted by Kevin Wheeler on October 7, 2024Financial planning for the elderly is vital once your parents and relatives reach their golden years. We examine the areas to consider.
Financial planning advice for the elderly – Part 1 of 3
Posted by Kevin Wheeler on September 19, 2024Financial planning advice becomes more and more relevant the older you become. We look at various aspects such as Wills and Inheritance Tax.
Can’t pay Inheritance Tax? You could apply for a grant on credit
Posted by Ben Locker on April 8, 2024If you can’t pay Inheritance Tax on time, you may be able to apply to HMRC for a ‘grant on credit’ – giving you extra time to pay.
Powers of Attorney and Pensions – a good couple
Posted by Ian Henman on March 27, 2024Powers of Attorney really are vital to have in place before someone becomes old or loses the capacity to make decisions.
Trusts? Don’t forget to register your Trusts…….
Posted by Ian Henman on December 8, 2023Trusts can be an important tool when it comes to tax planning and organising your financial affairs. We look at how trusts started and some of the issues involved in using them.
