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.
Lasting Power of Attorney – without it all could be lost!
Posted by Jon Pryse-Jones on January 22, 2020If you have a loved one who is beginning to be affected by old age, it is vital to set up a Lasting Power of Attorney. Don’t leave this until they sre losing capacity as by then it will be too late.
Lasting Power of Attorney – why is it so vital?
Posted by Jon Pryse-Jones on December 15, 2017Power of Attorney – as we get older we need to start thinking about granting Powers of Attorney to trusted family members. Learn more here.



