by Gretchen Betts | May 4, 2023 | Financial Planning, Inheritance
Lately, we’ve spoken to quite a few clients about the choice of using a Deed of Variation when dealing with their loved ones’ estate. A Deed of Variation is a document that allows any beneficiaries named in a Will to make changes to the distribution of an...
by Gretchen Betts | Feb 17, 2023 | Estate Planning, Inheritance
There can be a number of reasons why grandparents want to invest for their children’s future. Usually, the motivation is to help ensure they start their adult life off with a helping hand. However, reducing your own estate for Inheritance Tax Purposes can also be a...
by Gretchen Betts | Feb 11, 2023 | Financial Planning, Inheritance
Many of our clients want to give money away to reduce their estate and help friends or family, however, are concerned about the rules and want to ensure that they are keeping any gifting legal and above board, and rightly so! This week, our blog will cover how you can...
by Geraldine Strong | Feb 2, 2023 | Estate Planning, Inheritance
Benjamin Franklin is quoted as saying “in this world, nothing is certain, except death and taxes”. When it comes to Inheritance Tax, or IHT as it is sometimes known, and you have enough money, the two certainties go hand-in-hand. Our clients frequently tell us that...
by Gretchen Betts | Jan 20, 2023 | Financial Planning, Inheritance
Making sure that you have made plans for looking after your family once you are gone will give you peace of mind. But providing your family with lasting benefits means taking action now. For most people, protecting your estate is ultimately about securing more of your...
by Gretchen Betts | May 2, 2022 | Death, Financial Planning, Inheritance, Lifestyle, Money
How lovely! Most people would be envious and agree that this is a wonderful position to be in, but for others it becomes a huge burden and responsibility, particularly if they are not confident about managing money. Everyone dreams of getting a windfall, but many...
