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...

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Making 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...

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Covid 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,...

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Top 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...

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Coronavirus (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...

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Is 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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