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We make sure your family, dependants or chosen charities are provided for in the manner you want and in the most tax efficient way.

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Through careful planning wealth can be passed on to the next generation in a beneficial manner which may also include potential tax savings.

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Tag Archives: inheritance advice

The importance of the right advice when it comes to vulnerable relatives

The importance of the right advice when it comes to vulnerable relatives When it comes to protecting vulnerable individuals it is important that people obtain the right advice. There are a range of options, with tax and inheritance implications where the right guidance can ensure vulnerable individuals are both protected...
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Increase in Will disputes attributed to rising property prices

Increase in Will disputes attributed to rising property prices It has been reported that the increase in the number of children involved in inheritance disputes has been fuelled by rising property prices. As the value of property has soared during the last decade, the estates of ‘ordinary’ families have become...
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Proposal to dramatically increase Probate fees

Proposal to dramatically increase Probate fees With all the news surrounding Brexit you may have not read that the Government is proposing a new tiered system of Probate fees in England and Wales, based on the value of the deceased’s estate, rather than the current flat fee of £215. Presently...
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4 Lessons we can learn from Prince’s death

4 Lessons we can learn from Prince’s death Prince, the legendary and iconic African American singer, musician, song writer and actor died on 21 April 2016. He died without making a Will according to court documents filed by his sister Tyka Nelson. Prince’s net worth is estimated at $150 to...
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2015 Budget: Unnecessary Assault on Deeds of Variation?

In the March 2015 Budget address, Chancellor George Osbourne announced there would be a review on the rules of deeds of variation. A report on the findings of the review are to be published this autumn. Deeds of variation must be made within two years of the death of the...
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