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Tenants in Common

Tenants in Common

While this principle of ownership as tenants in common applies to all manner of asset, we’ll concentrate here on land and buildings.

Preventing Unclaimed Assets

Preventing Unclaimed Assets

Preventing unclaimed assets – every client gets one of these storage boxes in which to store their property deeds, important papers, and wills and trust documents.

Fixed Fee Consultation

Fixed Fee Consultation

The simple question as we see, isn’t so simple, p’raps because there’s no such thing as a simple question.

The Deceased Estate

The Deceased Estate

Can you answer me a question that’s several times been nearly the start of a domestic in my parents’ household:
what is a person’s estate?

Pets in Wills

Pets in Wills

Many include provision for their animals in their wills. Many a film refers to this too….

Inheritance Tax Children’s Gifts

Sally wanted to talk about making inheritance tax children’s gifts when I visited her to amend her will on the birth of her four-week-old grandson, Josh.  She asked me if I had a pension. ‘Non-sequitur,’ I thought. It was her opening for a discussion on the...

Multi-Generational Inheritance Planning

By what ever circumstances, you come into an inheritance: before you take the cheque and run, your first thought should be ‘How do I save my family, several generations down the line, the burden of paying 40% tax on this gift for generations yet unborn?’

Trust to Avoid Inheritance Tax

It’s all very well helping your children get on the property ladder: but the hurt of all pain would be to lose the gift through divorce proceedings or by the machinations of people who are looking to reap where they have not sown.

Inheritance Tax Changes

Many expect changes to inheritance rules. I fear their expectations would be disappointed. The sensible course would be to act on the rules as they are this day…

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