by Steve Symes | Mar 31, 2025 | Uncategorized
For many homeowners, especially those in or near retirement, there’s a frustrating financial reality: you’ve spent years paying off your mortgage and building equity, but now you’re sitting on a valuable asset with little cash to enjoy life. This is the “asset...
by Steve Symes | Mar 6, 2025 | Uncategorized
As of the most recent data, a significant portion of the UK population does not have a will in place. According to Money & Pensions Service, over 50% of UK adults do not have a Will. This means that over half of the adult population in the UK risks having their...
by Steve Symes | Jan 28, 2025 | Uncategorized
If you intend including a disabled or vulnerable beneficiary, it is important that you seek advice before doing so. There are discretionary trusts that you can setup within your Wills, or within your lifetime. Some trusts for disabled people or children also get...
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...
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