Blog Articles

hand of business man and wood house model on beautiful green grass field use for housing ,residental real estate and land development Upcoming Dates
September 1, 2017

Wealth Preservation Seminar Dates

We are pleased to announce the latest dates in which we will be attending a number of Seminars where we will be giving advice on matters of Estate Planning. Our Managing...
Inheritance Blog Inheritance Tax
June 23, 2017

Is your family’s inheritance safe?

Recent news has indicated a huge increase in the amount of inheritance being passed on to younger generations. It is…

Care Home Fees Care Home Fees
May 19, 2017

Care Home Fees

Anyone reading the Daily Mail’s front page headline yesterday might be forgiven for thinking that you won’t have to sell…

June 23, 2017 in Inheritance Tax

Is your family’s inheritance safe?

Recent news has indicated a huge increase in the amount of inheritance being passed on to younger generations. It is…

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May 19, 2017 in Care Home Fees

Care Home Fees

Anyone reading the Daily Mail’s front page headline yesterday might be forgiven for thinking that you won’t have to sell…

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June 19, 2016 in Estate Planning

How Will Rising Probate Costs Affect Your Family’s Future?

The Ministry of Justice has announced a new proposed probate fee system. Instead of the current flat fee of £215…

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May 1, 2016 in Wills

What are the Real Reasons to Write a Will?

The death of Prince is a recent example of the problems of not having a will, where his siblings are now at risk of becoming tied up in a lengthy... Read More
April 15, 2016 in Estate Planning

What Happens if You Don’t Plan for Your Family?

Lynda Bellingham was the mother in the Oxo Family who, to many, felt like a real family. These television ads…

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July 23, 2015 in Estate Planning, Inheritance Tax

The Million Pound Nil-Rate Band:  A New Waiting Game Begins.

After years of waiting, increases in the Inheritance Tax threshold were finally announced in the Budget last week. But are they what they seem? For over a decade, media, social... Read More
July 15, 2015 in Estate Planning, Inheritance Tax

The £Million Tax Threshold: A New Waiting Game Begins.

After years of waiting, increases in the Inheritance Tax threshold were finally announced in the Budget last week, but are…

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June 26, 2015 in Estate Planning, Wills

Your Will – Getting the job done properly

You may have read our report on the story of a Barclays customer with a £90 Will, whose family had…

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April 16, 2015 in Estate Planning, Wills

How could Intestacy Law changes affect you?

According to campaigner Will Aid, over half of the adults living in the United Kingdom do not have a Will….

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December 18, 2014 in Inheritance Tax

Raising the Inheritance Tax Threshold: What are the Issues?

Inheritance Tax must be one of the most reviled taxes in the Treasury’s arsenal but there have been few moves…

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November 17, 2014 in Intestacy

October 1st – Important Changes to Intestacy Laws

On the First of October there were some big changes to the laws surrounding Intestacy (the distribution of an estate…

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September 16, 2014 in Estate Planning, Trust Funds

Placing money in Trust to avoid Double Death Duty.

If your assets exceed the Inheritance Tax threshold (£325,000 per person) the tax man will want to take a bite.  If that same money passes down a generation and your beneficiaries are likely to be... Read More
May 5, 2014 in Estate Planning, Uncategorized

Protecting Your Estate after Death

In the next 5 years, the number of people paying death duties could rise to 10%, up from just 3%…

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