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THREAT OF DIVORCE AMONG THEIR CHILDREN PUTTING PARENTS OFF INHERITANCE TAX PLANNING

With divorce rates reaching peak season in January, a new study by Investec Wealth & Investment reveals that one in three (30%) parents are unwilling to provide financial help or an inheritance to their married children, for fear that a permanent split will result in assets leaving the immediate family.

With […]

By |January 5th, 2017|News|Comments Off on THREAT OF DIVORCE AMONG THEIR CHILDREN PUTTING PARENTS OFF INHERITANCE TAX PLANNING

Stop Your Home Being Stolen

How can you stop your house from being stolen?
What on earth do we mean – how could a house be stolen?

The Government has actually made it much easier for fraudsters to gain access to your assets, by introducing flawed legislation which allows Lasting Powers of Attorney to be made […]

By |October 17th, 2014|News|Comments Off on Stop Your Home Being Stolen

Universal Benefits

Over 50s More Likely to Give Up Universal Benefits if the Funds Were Used for Health and Care
Universal age related benefits form part of the social contract between the generations. Contributions have been made throughout the working life of many older people and they now understandably expect support in […]

By |October 10th, 2014|News|Comments Off on Universal Benefits

Care Fees Cap Benefits Rich

The Government announced a plan to “help the elederley keep their homes” in 2013.

We said at the time that it was fraudulent, and only the PR spin had any truth in it, the actual policy would strip most people in care of pretty much everything.  The only benefit – […]

By |May 12th, 2014|News|Comments Off on Care Fees Cap Benefits Rich

Retirement Planning

Over-55s Shortcomings In Retirement Planning Leaves Loved Ones At Risk
This is an interesting report from Aviva, mainly concerned with Financial Planning.  Our mission is Legal Planning , and you may want to ask us for our 2 Minute Guide to Legal Planning as well as our Trust Guide.   […]

By |May 7th, 2014|News|Comments Off on Retirement Planning

Grandad

BANK OF GRAN AND GRANDAD TO THE RESCUE

More than one in three over-65s have paid off debts for children or teenage grandchildren, MetLife research shows
Retirement income solutions need to be more flexible
(and check out our Family Trust Solution which comes at the problem from an entirely different angle) 

More than […]

By |April 4th, 2014|News, Various|Comments Off on Grandad

Save something for the Kids

Save something for the Kids:  this is why the children and grandchildren need you to consider trusts to maximise what gets through to the next generations:

16 Million Brits ‘Living On The Edge’ With Zero Savings

– 71% of UK homes are caught out by unexpected bills – average unforeseen cost […]

By |January 24th, 2014|News|Comments Off on Save something for the Kids

Legacy

Two Thirds Of UK Retirees Expect To Leave A Legacy
Expect a legacy? Perhaps you are as naive as the authors of this report, which flies in the face of reality for most people.  And we do work at the sharp end, dealing with Probate, so we see the real […]

By |January 3rd, 2014|News, Various|Comments Off on Legacy

Credit Problems Multiply

Nearly six million Brits have been declined credit in the past three years.
Credit problems are affecting more and more people, leading many more to consider ring fencing their assets whilst their finances remain healthy. Sadly, many more leave it too late for both themselves and their children….
Credit Problems will […]

By |December 11th, 2013|News|Comments Off on Credit Problems Multiply

Fee Cap for Residential Care

Real Cost of Fee Cap for Residential Care
The real cost of the fee cap is a massive £134,159.

To make matters worse, a North-South divide penalises north with differences of up to £16,500.

Lower cost regions take longer to reach cap so pay more in accommodation costs.

The real cost of care […]

By |October 31st, 2013|News|Comments Off on Fee Cap for Residential Care