Useful Resources

You may have clients who are mentally incapable of making decisions and have attorneys or deputies acting for them in respect of their financial affairs.

7 January 2023

Personal injury trusts can also be useful for those individuals who are not claiming benefits and do not anticipate doing so in the future.

7 January 2023

The inheritance tax residence nil rate band will start to come into force from 6 April 2017. When should your clients plan to use this valuable allowance?

6 January 2023

It is now clear that from next April there will be an additional IHT allowance for those who leave a property interest to lineal descendants.

6 January 2023

As the post-war baby boomers begin to grow older, advisers may find that the age profile of their client base is increasing.

6 January 2023

Everyone should make a Will to avoid difficulties after their death, if your client is a small company owner this necessity is exacerbated.

5 January 2023

When advising an unmarried couple on their finances, arguably the most important advice that can be given is to draw up a Will.

3 January 2023

Deeds of Variation allow your client’s Will to be varied within two years of their death with the variation being read back into the Will for tax purposes.

2 January 2023

Have you registered an Enduring Power of Attorney (EPA) or Lasting Power of Attorney (LPA) during the last three years?

1 January 2023

The executors must be trusted completely by your client and it is preferable if the intended executors have a reasonable degree of financial understanding.

1 January 2023