Lifetime gifts and Inheritance Tax: how to notify HMRC
Posted by Ian Henman on September 30, 2026You may know that lifetime gifts can be exempt from IHT if you live for seven years afterwards. But how do you report them to the taxman?
Lasting Power of Attorney – the most important thing I ever did.
Posted by Jon Pryse-Jones on September 23, 2026Lasting Power of Attorney – I offer some guidance in making the right decisions and explain why it was the most important thing I ever did.
Financial Planning for the elderly – Part 2 of 3
Posted by Kevin Wheeler on September 3, 2026Financial 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
Posted by Kevin Wheeler on August 17, 2026Financial planning advice becomes more and more relevant the older you become. We look at various aspects such as Wills and Inheritance Tax.
Can’t pay Inheritance Tax? You could apply for a grant on credit
Posted by Ben Locker on April 6, 2026If you can’t pay Inheritance Tax on time, you may be able to apply to HMRC for a ‘grant on credit’ – giving you extra time to pay.
Powers of Attorney and Pensions – a good couple
Posted by Ian Henman on March 30, 2026Powers 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…….
Posted by Ian Henman on December 26, 2025Trusts 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.
Is it time to make a lasting power of attorney?
Posted by Ben Locker on June 27, 2025Is it time to make a lasting power of attorney? In short, yes! It’s never too early to protect your financial and health affairs.
Joint bank account with an elderly parent – the facts
Posted by Jon Pryse-Jones on February 12, 2025If you have a joint bank account with an elderly parent it could end up causing more problems than it solves. We explain why.
Legacy Planning – make it your New Year’s Resolution!
Posted by Ian Henman on December 13, 2024Have you started to make those important decisions? Don’t leave it late start thinking about your Will.
