Retirement: getting the right fit for you and your family

Impulse buying – we have all done it and often regret it. From that Betamax video recorder back in the 80s, to the bargain in the January sales that was a size too small. But hey, maybe the New Year … Read More

Posted in Pensions | Tagged , , | Leave a comment

Inheritance tax: Making it simple was harder than first thought. Some multiple trust arrangements facing new tax bills

Autumn statements aren’t usually particularly entertaining to watch, especially when they coincide with trying to travel in the midst of one of the UK’s worst storms in years and being stranded at Carlisle station streaming the broadcast on a laptop … Read More

Posted in Inheritance tax planning | Leave a comment

It’s your inheritance…so take control

Procrastinators of the world unite……….tomorrow……….or maybe next week. It’s easy to put off things that we don’t like, such as that long overdue appointment with the dentist, or things that we don’t like to spend time thinking about, like making … Read More

Posted in IHT, Inheritance tax planning | Leave a comment

Your pension and inheritance tax planning – important issues to think about

What’s your legacy? It’s just over a year since the London Olympics. But the Olympic legacy will be felt long after the torch made its way to Rio. As well as the sporting facilities it will hopefully act as the … Read More

Posted in Uncategorized | Leave a comment

Power of attorney and inheritance tax planning

Who would you trust with the PIN number to your bank account? A complete stranger?  No-one at all?  Maybe just your family?  What – all of them? Even that nephew with the shifty eyes?There’s probably some rule as to how … Read More

Posted in Personal Finance, Tax | Leave a comment