Archive: June 2018

Understanding the role of a personal representative

27th June 2018

As you may be aware, the importance of appointing the right personal representatives of an estate reign high in order for wishes contained in the deceased’s Will to be fulfilled as smoothly as possible. However, merely granting someone as your personal representative should not be a tick-box exercise, but... read more

Posted in: Estate Planning, News

Tax Break Removed from Termination Payments

19th June 2018

Leaving any role can be difficult but on some occasions a termination payment – paid in the event of dismissal, redundancy or retirement – can help ease the financial impact of a change in circumstances. Until this year if you had worked overseas for a set amount of time... read more

Posted in: News

Deferring a State Pension

18th June 2018

Until recently it was possible to defer a State Pension in favour of a lump sum. However from 6 April 2016 this option is no longer possible, although the pension can be deferred in exchange of an increased regular State Pension at a later date. If you chose to... read more

Posted in: News, Pensions