Wills
Why a Letter of Wishes is only a wish!
A Letter of Wishes is a private and confidential document, which can be drafted to be kept with a Will. A Will is legally binding,
November 15, 2019
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financial security
I don’t want my wife’s new husband to have my share of the estate!
Q: My wife and I want to write our Wills. We have two young children. I want to make sure that if I die before
November 1, 2019
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financial security
IFAs: Pensions and Inheritance Tax?
It is important when giving advice on Pensions that the client is aware how this sits with Inheritance Tax Planning. Regulations concerning pensions have changed.
October 15, 2019
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Tenants
Joint Tenants or Tenants in Common?
In 2007 the Chancellor of Exchequer changed the law so that it became easy for married couples to transfer their Nil Rate Band (NRB) to
October 1, 2019
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financial security
IFAs: Business Property Relief and Inheritance Tax
There are so many different facets to Estate Planning that clients just have not thought about. Why would your clients want to invest and save
September 15, 2019
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financial security
IFAs and WHY Estate Planning Law is Critical!
You value your client’s financial well-being. That is because you value the financial advice that you give and hope that you have a long lasting
September 1, 2019
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