Tax and financial planning for UK residents and expatriates

Refreshingly individual financial planning since 1898

Latest News

Appointing the right executor

When making a Will, you will need to appoint an executor, which could be a member of your family, a trusted friend or a professional. It is the executor’s role to make sure the instructions in your Will are carried out, and there are several responsibilities and...

Peace of Mind

Our team of advisers recently had the pleasure of meeting with the UK’s leading support and research charity, Alzheimer’s Society UK. The charitable arm visited our Worthing office, to help raise awareness of Dementia. Our team heard about the impact of Dementia – from how it affects...

Why is 1971 so important for pensions?

1971 has proved itself to be a significant year when it comes to pension planning. It was already known that those born in 1971 will be eligible to retire and access the state pension from the age of 67 onwards. What is also now clear is that...

The end of Deeds of Variation?

The ability to vary the terms of a Will, for tax purposes, has long been possible through a useful tool called a Deed of Variation. There have been many threats over the years that the use of these tools would be curtailed but those murmurings have never...