UK Inheritance Tax
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...
read moreMaking a Lasting Power of Attorney
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...
read moreWhat happens if you do not appoint a guardian for your children?
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 parent(s):...
read more5 Benefits of using a Will Writing & Estate Planning Practitioner
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 can be...
read moreCovid 19 Update – October 2020 Newsletter – Delivered by our Director Stephen Symes
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 rapidly...
read moreCovid 19 Update
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,...
read moreTop 10 Reasons to Have a Last Will & Testament
Top 10 Reasons to Have a Last Will & Testament Having a will is arguably one of the most important things you can do for yourself and your family. Not only can a will legally protect your spouse, children, and assets, it can also spell out exactly how you would...
read moreBillion pound support package for innovative firms hit by coronavirus
Billion pound support package for innovative firms hit by coronavirus UK businesses driving innovation and development will be helped through the coronavirus outbreak with a £1.25 billion government support package, the Chancellor announced recently. ...
read moreCoronavirus (COVID-19) Update
Coronavirus (COVID-19) Update With the current status of the virus in the UK, we wish to update our clients or any new clients, that we are still on hand via our home working staff, and fully able to deal with any enquiries that you may have. We are contactable via...
read moreIs Your Home Exposed To Care Fees?
Is Your Home Exposed To Care Fees? Many people are unaware that if you have assets / funds in excess of £40,000 in Wales (rising to £50,000 by 2021) then you have to fund your own care. Given the fact that the average value of houses in Wales as at April 2018 being...
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