News & Resources
Lasting Power of Attorney FAQ
All you wanted to know about lasting powers of attorney, but haven’t yet got round to asking.
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?’
Signing Your Will
Despite the Australian comotion about a will in a text message, all wills must be written… here’s why.
Digital Assets After Death
All the assets on your computers, your tablets, the stuff you put on the internet, you social media stuff – what would like to happen to them?
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.
Homeownership & Care Costs
It would be illogical for many to give up their homes to pay for their care in old age… if only there was a way to avoid the evil of it…
Without an LPA, they Stole Her Mum
Roalind Figg’s mother didn’t have a lasting power of attorney, therefore, the local council, snatched the old lady. It happened in Coventry!
Business Inheritance Tax
Zaha Hadid.I’ll lay you odds: a penny to a pound. You’d never heard of Dame Zaha Hadid. We'll see how Dame Zaha's estate illustrates the possibility of exemption from business inheritance tax.Before we move on, the reason you should take the mitigation of business...
Dormant Assets?
Some think it a fine notion to take your money if you’d left it untouched in a bank or building society account for fifteen years.
Intestacy Rules Mean…
We should talk about what intestacy rules mean because there is a big hoo-ha every year. Every summer, you’ll hear it when you turn on the newspaper and when you open the television. Every year with the certainty with which the mushrooms follow the rain, there is a...
Best Way to Avoid Inheritance Tax
Many know of the 7-year rule to inheritance tax. They know to make potentially exempt gifts
Signing over your home to your children
Gifts must be absolute. So, if you’re thinking of signing your home over to your children with the view to avoid care fees…
Inheritance Tax Reform?
The caterwauling about inheritance tax reform was predictable.Didn’t you hear?The Chancellor of the Exchequer wrote to the heads of the Office for Tax Simplification (OTS) requesting a review of the inheritance tax regime. I’ve seen the letter: it’s seven sentences,...
What Happens Without Power of Attorney
The sad tale of the policeman Paul Briggs demonstrates what happens without power of attorney. Generally, Court of Protection cases are private. In ordinary circumstances, you or I would never have heard of Paul Briggs. Meet Mr Briggs Mr Briggs joined the army at 16;...
Heir Hunters & You
The TV show Heir Hunters arises from folk not guarding against intestacy. You can avoid intestacy, I can help you
Small Gift Exemption to Inheritance Tax
Many don’t understand the gifting rules to inheritance tax. Here’s a brief guide…
Books & Publications
Maximum Inheritance
Especially with estate planning articles, life’s work is simple: to help you keep the fruit of your life’s work in your family forever. You’ve lots of estate planning articles in my book, Maximum Inheritance….
….is an easy-to-read collection of estate planning articles, of thumbnail sketches of cases – both those I’ve handled personally and those in the public domain.
Reading this book would put you in the driving seat in planning your inheritance. You would be well appraised of the points to be aware of and questions to ask when planning your inheritance
Contact
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