Joint bank account with an elderly parent – the factsPosted 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?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 3Posted 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 3Posted 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 3Posted 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!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.
Powers of Attorney and Pensions – a good couplePosted by Ian Henman on October 30, 2020
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…….Posted by Ian Henman on August 5, 2020
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 PlanningPosted by Mark Ingle on June 1, 2020
Inheritance Tax planning – things to consider about the Inheritance Tax which may be due to the Treasury upon your death of the death of a loved one.
Lasting Power of Attorney – without it all could be lost!Posted by Jon Pryse-Jones on January 22, 2020
If you have a loved one who is beginning to be affected by old age, it is vital to set up a Lasting Power of Attorney. Don’t leave this until they sre losing capacity as by then it will be too late.