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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

Paul Daniels

Paul Daniels Gets Large Tax Bill – For Caring!
Not only did Paul Daniels save the State tens of thousands of pounds by keeping his mother out of residential care.

He got a large Capital Gains Tax Bill for the priviledge!

Apparently it is quite common for children not to bother taking […]

By |March 28th, 2014|Various|Comments Off on Paul Daniels

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