by Steve Symes | Jan 22, 2025 | Uncategorized
During 2025 Generation Financial Planning will be looking to arrange Will Writing & Awareness Clinics at various businesses and organisations. This can be in person, or online, utilising digital online video meetings. We feel that making your Directors, Staff,...
by Steve Symes | Jan 16, 2025 | Uncategorized
Rules on giving gifts Inheritance Tax may have to be paid after your death on some gifts you’ve given. Gifts given less than 7 years before you die may be taxed depending on: who you give the gift to and their relationship to you the value of the gift when the...
by Steve Symes | Nov 12, 2024 | Uncategorized
The freeze on inheritance tax (IHT) thresholds could cost families £234,000 over the total duration of the potential two-decade long nil rate band (NRB) freeze, up to the 2030 end date, and the introduction of unspent pensions into the IHT bracket. The NRB has been...
by Steve Symes | Nov 4, 2024 | Uncategorized
Being a nation of homeowners, for most of us, our home is our most valuable asset. So why not look to protect it with a trust arranagment? A lifetime property protection trust is a trust that is created within your lifetime, and is managed by selected trustees. It...
by Steve Symes | Jul 25, 2024 | Uncategorized
A Last Will & Testament is arguably one of the the most important documents in your life. Yet, over 50% of UK adults still do not have a Last Will & Testament. Astonishingly, one in eight people, state that they have no intention of writing a Last Will &...
Recent Comments