Powers of Attorney and Pensions – a good couple
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Powers of Attorney and Pensions – a good couple
Posted by Ian Henman on April 29, 2022

Powers of Attorney really are vital to have in place before someone becomes old or loses the capacity to make decisions.

Trusts? Don’t forget to register your Trusts…….
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Trusts? Don’t forget to register your Trusts…….
Posted by Ian Henman on February 9, 2022

Trusts can be an important tool when it comes to tax planning and organising your financial affairs. We look at how trusts started and some of the issues involved in using them.

The THP Guide to UK Inheritance Tax Planning
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The THP Guide to UK Inheritance Tax Planning
Posted by Ian Henman on November 24, 2021

UK Inheritance tax planning – we explain how to calculate the tax due to the Treasury upon your death or the death of a loved one.

What is a Grant of Probate?
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What is a Grant of Probate?
Posted by Liz Cordell on November 15, 2021

Find out what a grant of probate is, why you need it to manage someone’s estate and how to make probate run smoothly.

Joint bank account with an elderly parent – the facts
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Joint bank account with an elderly parent – the facts
Posted by Jon Pryse-Jones on July 6, 2021

If you have a joint bank account with an elderly parent it could end up causing more problems than it solves. We explain why.

Lasting Power of Attorney  – what is it for?
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Lasting Power of Attorney – what is it for?
Posted by Jon Pryse-Jones on May 5, 2021

Lasting Power of Attorney – what is it for? Here, we help you understand and give some guidance to guide you in making the right decisions.

Personal Financial Planning for the elderly – Part 3
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Personal Financial Planning for the elderly – Part 3
Posted by Kevin Wheeler on April 30, 2021

Personal Financial planning – in part 3, we look at things from a tax planning perspective and at issues around Inheritance Tax.

Financial Planning for the elderly – Part 2 of 3
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Financial Planning for the elderly – Part 2 of 3
Posted by Kevin Wheeler on April 23, 2021

Financial planning for the elderly is vital once your parents and relatives reach their golden years. We examine the areas to consider.

Financial planning advice for the elderly – Part 1 of 3
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Financial planning advice for the elderly – Part 1 of 3
Posted by Kevin Wheeler on April 9, 2021

Financial planning advice becomes more and more relevant the older you become. We look at various aspects such as Wills and Inheritance Tax.

Legacy Planning – make it your New Year’s Resolution!
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Legacy Planning – make it your New Year’s Resolution!
Posted by Ian Henman on December 10, 2020

Have you started to make those important decisions? Don’t leave it late start thinking about your Will.

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