Tel: 01443 670149

Mobile: 07585 592494

Tel: 01443 670149

Mobile: 07585 592494

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What is a Will and Why Do You Need One?

Simply put, a last Will and testament (which is a legally binding document) is needed to ensure that after your death, specific assets, money and possessions go to the particular people and/or organisations you choose. These will include children and other family or friends you want to support and and any charitable donations you [...]

By |2022-06-16T21:15:58+01:00June 8th, 2022|Estate Planning|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

Lasting Powers of Attorney

What is a lasting power of attorney? Enabling someone you trust to make decisions for you, or act on your behalf Lasting powers of attorney (LPAs) enable individuals to take control of decisions that affect them, even in the event that they can’t make those decisions for themselves. Without them, loved ones could [...]

By |2022-06-04T23:10:26+01:00February 24th, 2020|Estate Planning, Financial Planning|1 Comment

How to Avoid Inheritance Tax in the UK

Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs. With careful planning and professional financial advice, you can learn how to avoid inheritance tax in the UK by taking [...]

By |2021-12-14T09:46:07+00:00January 6th, 2020|Estate Planning|0 Comments
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