Tel: 01443 670149

Mobile: 07585 592494

Tel: 01443 670149

Mobile: 07585 592494

BOOK APPT

Lasting Power of Attorney

This podcast episode continues with the estate planning theme, explaining the role of a Lasting Power Of Attorney for either health related matters or property and financial affairs. Key Takeaways An individual can create an LPA covering all their affairs or just their health and welfare. [...]

By |2022-06-16T19:55:17+01:00June 22nd, 2022|Podcast|0 Comments

Why Make a Will and Lasting Powers of Attorney?

In this podcast episode, I continue the series on estate planning and safe guarding your family, focusing on why wills and powers of attorney agreements can be vital. Key Takeaways If you don’t create a will in readiness for your passing your estate could be inherited [...]

By |2022-06-06T15:50:20+01:00June 1st, 2022|Podcast|0 Comments

The Inheritance Tax Trap

In this podcast episode, I discuss how effective estate preservation planning could save a family a potential inheritance tax bill amounting to hundreds of thousands of pounds. Key Takeaways Inheritance Tax was introduced in 1986 replacing the old Capital Transfer Tax which itself replaced Estate Duty. [...]

By |2022-05-23T13:14:02+01:00May 18th, 2022|Estate Planning, Podcast, Wealth Management|0 Comments
Go to Top