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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

Aging Parents

Aging parents and what they should do…

Children of aging parents are often faced with serious issues when dealing with older parents.   It isn’t just negligence on their behalf that they don’t have sound Legal Planning.   They often thing that everything is covered by what they did 10, […]

By |November 24th, 2014|Your Questions|Comments Off on Aging Parents

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

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

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