Safeguarding more of what is rightfully yours for future generations “Inheritance Tax is, broadly speaking a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue.” Roy Jenkins Inheritance tax can seem a real sting in the tail for those of us who have worked hard and paid taxes all […]
Estate Planning
Financial gifts, IHT and the seven year rule
Most estate planning focuses on handing over your assets and wealth to your bloodline in your will and through Trusts. However, some of your family may soon have a more immediate need for financial help as the furlough scheme ends in October. They may be facing redundancy, and need some temporary financial assistance while finding […]
What happens to your home when you die?
What happens to your home depends on how you and your partner own it! Many people are completely unaware of exactly how their property is currently owned and the devastating effect the wrong type of ownership can have on those they care about after their demise. Sole ownership – As the sole owner of the […]
It’s Time for change
Since the pandemic, more and more people have decided to put their affairs in order, establishing / reviewing Wills and just as importantly, setting up Lasting Powers of Attorney so that those they trust can make vital decisions on their behalf. This has placed the Office of the Public Guardian (OPG) under enormous pressure and […]
Don’t gamble with your children’s future
Why is it important to to chose the right Guardian? Parental Guardianship is vital in guaranteeing the safety and security of a child’s future, should the very worst happen. It is simply not enough to come to an informal arrangement between parties as should the unthinkable happen, you may well be GAMBLING on WHO will be […]
Need to apply for probate? Get in line!
In the UK, the probate process is currently in disarray. Although the probate fee hike has now been scrapped by the government, a rush of probate applications mixed with a drastic overhaul of the system itself, has led to waiting times sky rocketing from 6 – 8 weeks, all the way up to 13 – […]







