One Summer Holiday Checklist Item You Might Be Missing Before Your Family Holiday Summer is here, the trip is booked, and the countdown to your holiday has begun. Whether…
One Summer Holiday Checklist Item You Might Be Missing Before Your Family Holiday Summer is here, the trip is booked, and the countdown to your holiday has begun. Whether…
LPA vs Deputyship Order: Why Planning Ahead Matters
It is important to consider what would happen if you were suddenly unable to make decisions for yourself. You could lose mental capacity through illness, injury or age-related conditions…
Cohabitating couples and intestacy: reform proposals
Cohabitating couples and intestacy: how to protect your loved one from financial hardship after death. Many cohabiting couples in England and Wales believe they have the same legal rights…
Changes to Pensions and Inheritance Tax from 2027
Inheritance Tax changes from 2027 Historically, many pension pots fell outside the Inheritance Tax (IHT) net, especially when passed through discretionary trusts. However, with growing pension wealth and evolving estate…
The New Year often inspires a renewed focus on organisation, stability and setting both short and long term goals. However there’s one resolution that can bring real peace of…
Will Myths Busted: The Truth About Estate Planning When it comes to estate planning, few things are as important and as misunderstood as a Will. Despite being the most…
Why Summer is a Smart Time to Tackle your Will
Sun, Sea and Sorting your Affairs: Why Summer is a Smart Time to Tackle your Will Summer is a season we all look forward to – whether it is for…
Why You Should Make a Lasting Power of Attorney
What’s the difference between a Will and an LPA? Wills and LPAs are separate legal documents that serve different purposes: A Will takes effect only after your death….
A Christmas Story of Wills, Charity and Mr Kipling Mince Pies!
Earlier this month, the High Court ruled that a man’s will, written across two pieces of cardboard food packaging was legally valid. This case, involving Malcolm Chenery who passed…
The Budget 2024 and your personal financial planning
Rachel Reeves delivered the Autumn 2024 budget on 30th October which contains a number of measures relevant to personal tax planning including Inheritance Tax and Capital Gains Tax Changes….
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