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 &...
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...
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