Common-Law Marriage – Will my Partner Benefit?

14th February 2018

The phrase ‘common-law marriage’ tends to be a familiar one and refers to a situation in which a couple is considered married, without having formally registered their relationship. When considering estate planning though there is a misconception that if you live with someone, your assets will simply pass to your... read more

Posted in: Estate Planning, Inheritance Tax

Combining Families: Tips for Rewriting your Will

9th February 2018

When most couples write a Will they tend to leave everything to their partner, especially if they have children. This is due to the common belief that on the surviving partner’s death everything will simply be passed to the offspring. In many cases this approach works well. However, there... read more

Posted in: Estate Planning

Awards Success

2nd February 2018

The Fry Group celebrates awards success. Following several advisory awards won by The Fry Group at the end of 2017, two further awards have been presented to our team at Head Office in Worthing by the Chartered Insurance Institute. The Fry Group’s Compliance Manager, Fiona Ede, was awarded the... read more

Posted in: Financial Planning, News

Ethical and Sustainable Investments

30th January 2018

The concept of ethical or sustainable investment is not a new one. In essence, investments are chosen surrounding identified key values, and traditionally avoid companies which operate in sectors such as tobacco, arms or gambling. Today, ethical investment is an increasingly accessible and attractive option for investors looking to... read more

Posted in: News

Can a Will be Challenged?

7th December 2017

A Will is the best possible way to ensure that your assets are distributed precisely according to your wishes after you pass away. Nonetheless, there are a number of different factors which can allow for it to be challenged. The main reason is a ‘lack of testamentary capacity’ –... read more

Posted in: Estate Planning, Inheritance Tax

Acting as an Attorney

6th December 2017

The number of people making use of Lasting Powers of Attorney (LPAs) has increased enormously in recent years. In fact, according to data from a Freedom of Information request, the number of LPAs has increased threefold since 2010. This is undoubtedly a good thing; LPAs allow someone to nominate... read more

Posted in: Estate Planning

What can Legacy Giving do for your Tax Bill?

4th December 2017

Who are you going to leave money to in your Will? Your spouse or partner is probably first in line, any children or extended members of the family may pop up here and there too. But what about charity? Thousands of people every year choose to leave a gift... read more

Posted in: Estate Planning

Inheritance Tax Webinar

22nd November 2017

In 2015-2016 over £4.7 billion was paid to the UK Government in Inheritance Tax (IHT). Unsurprisingly then, IHT can be a worry, but not necessarily one that has a general solution. In our webinar, Jeremy Woodley, Director of The Fry Group, discusses various strategies of approaching IHT. If you... read more

Posted in: Inheritance Tax, News, Pensions

Income Tax and National Insurance Contributions Termination Payments

17th October 2017

As it currently stands, qualifying individuals are either completely exempted from Income Tax on their overseas employment termination payment or have the taxable amount reduced through foreign service relief. However, this is set to change from 6 April 2018. In short, if you are UK resident in the tax... read more

Posted in: News, Tax