by Steve Symes | May 25, 2023 | Uncategorized
Inheritance tax is a tax on the estate of someone who has passed away. The tax is paid on the net value of the estate above a certain threshold. This is known as the inheritance tax threshold or nil-rate band. Personal exemption: Everyone in the UK has a personal...
by Steve Symes | May 24, 2023 | Uncategorized
Making a Lasting Power of Attorney. A Lasting Power of Attorney (LPA) is a legal document that allows an individual (the donor) to appoint one or more individuals (the attorneys) to make decisions on their behalf, should they become unable to do so themselves due to...
by Steve Symes | May 17, 2023 | Uncategorized
What happens if you do not appoint a guardian for your children? If a parent does not appoint a guardian for their minor children in their will, it can have significant and potentially negative impacts on the children’s lives, should something happen to the...
by Steve Symes | May 10, 2023 | Uncategorized
1. Expertise: Practitioners have extensive knowledge and experience in legal and financial matters related to estate planning. We can provide personalised advice and guidance based on a person’s unique circumstances and goals. 2. Reduce stress: Estate planning...
by Steve Symes | Oct 1, 2020 | Uncategorized
Covid 19 Update – October 2020 Newsletter – Delivered by our Director Stephen Symes There are regional lockdowns in place in many places across South Wales, with potential for another national lockdown on the horizon if we do not gain control of this...
by Steve Symes | Jul 24, 2020 | Uncategorized
Covid 19 Update We are pleased to announce that we have a new automated system being launched in the coming weeks. With the tough times during lockdown, we felt we needed to evolve with times and we are now almost at the stage of launch. Without giving too much away,...
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