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 December 8, 2023

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 September 1, 2023

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 August 18, 2023

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

State pension top-up deadline extended to 2025 – don’t miss out!
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State pension top-up deadline extended to 2025 – don’t miss out!
Posted by Jon Pryse-Jones on June 22, 2023

HMRC has extended the state pension top-up deadline. You now have until 2025 to make any missing NI contributions and boost your entitlement.

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 March 17, 2023

If 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!
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Legacy Planning – make it your New Year’s Resolution!
Posted by Ian Henman on December 16, 2022

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

Lifetime gifts and Inheritance Tax: how to notify HMRC
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Lifetime gifts and Inheritance Tax: how to notify HMRC
Posted by Ben Locker on December 1, 2022

You 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.
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Lasting Power of Attorney – the most important thing I ever did.
Posted by Jon Pryse-Jones on November 25, 2022

Lasting Power of Attorney – I offer some guidance in making the right decisions and explain why it was the most important thing I ever did.

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 November 18, 2022

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 November 7, 2022

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

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