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Can a Trust Help You?

16th May 2017

There are few taxes more unpopular than Inheritance Tax. A poll by the financial website, loveMONEY last year found that an incredible 90% of Brits believe it is unfair. However, there are a number of perfectly legitimate ways to reduce the amount of tax your estate will have to... read more

Posted in: Estate Planning

Is One Lasting Power of Attorney Enough?

2nd May 2017

How we look after older people requiring care is at the top of the national agenda at the moment, as the Government grapples with the care funding crisis. More people than ever before need care in their old age, with dementia a growing problem. According to the Alzheimer’s Society,... read more

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Before You Forget…

14th March 2017

Considering what will happen if you or your partner becomes unable to make decisions for themselves due to old-age memory issues or dementia can be an uncomfortable thought: At breakfast this morning, a woman said to her husband: “My memory is getting really poor, I went upstairs yesterday to... read more

Posted in: Estate Planning

Should I be Trusting?

There are many positives to creating a trust. They can help you reduce your tax burden and protect your intended beneficiaries. However, there are many different types of trust and understanding the differences between them will help you establish which is right for your circumstances. Discretionary trust With a... read more

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Running the Risk!

6th December 2016

According to data from the Institute of Financial Accountants and solicitor search engine, Prudential and Unbiased.co.uk, 59% of adults have yet to complete a Will. The information gathered suggests that the older age groups (over 55) saw a drop of 6% in Will completion compared to last year. Those... read more

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Probate Fraud – Money, Misuse and Manipulation

1st December 2016

In a situation as sensitive as probate, committing fraud may seem almost incomprehensible.  This does not, however, mean that it does not occur, with some individuals abandoning any consideration for the bereaved and committing fraud in regards to the assets of the deceased. By taking advantage of the dead... read more

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Old Heads on Young Shoulders

9th November 2016

Thinking about Lasting Powers of Attorneys (LPAs) is not just something older people need to do – everyone should consider writing them. To put it simply, writing a Will and an LPA is not top of anyone’s to do list – it is not even at the bottom.  But... read more

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Shining a spotlight on a Lasting Power of Attorney                                                                              

23rd August 2016

The need for people to have a Lasting Power of Attorney (LPA) is growing each year. In June, world champion Formula One driver Sir Jackie Stewart announced that his wife Lady Helen Stewart is suffering from dementia. Whilst he believes it is too late to help Lady Helen, he... read more

Posted in: Estate Planning, News