office-003-1920x1282

Our Blog

by Alexander Beard, on Nov 21, 2018 6:07:38 AM

On 16 August, Aretha Franklin passed away, aged 76, in hospice care after battling pancreatic cancer. She didn’t leave a will. This leaves her four sons and other family members …

Read Story
Topics:Inheritance TaxTaxWill Writing

by Alexander Beard, on Aug 13, 2018 5:53:06 AM

Inheritance tax (IHT) has existed in the UK for over 300 years. In its current form, it was brought in to replace the old Capital Transfer Tax; a measure that …

Read Story
Topics:Inheritance TaxTaxUK

by Alexander Beard, on Apr 23, 2018 9:42:52 AM

A national saving and investment survey has shown only 7% of people have spoken to their parents about inheritance. One of the most important parts of planning to leave an …

Read Story
Topics:Financial PlanningInheritance TaxTaxWill Writing

by Alexander Beard, on Feb 26, 2018 5:50:43 AM

As with any new year, there are a number of financial changes coming up in 2018 which are likely to impact on your monthly budget and long-term saving goals. Let’s …

Read Story
Topics:Financial PlanningInheritance TaxISAPensions

by Alexander Beard, on Feb 12, 2018 5:23:02 AM

A recent report has revealed that millennials are set to benefit from an ‘inheritance boom’ bigger than that experienced by any other generation in the post-war period. The Resolution Foundation, …

Read Story
Topics:Inheritance TaxTax

by Alexander Beard, on Oct 12, 2017 4:54:12 AM

Jean-Baptiste Colbert, France’s celebrated 17th century finance minister under King Louis XIV, famously said the following: “The art of taxation consists in so plucking the goose as to procure the …

Read Story
Topics:Inheritance TaxTax

by Alexander Beard, on May 31, 2017 4:35:31 AM

ISAs have long been regarded as a simple and effective way of protecting your savings from the taxman, with the increased limit now allowing you to shelter up to £20,000 …

Read Story
Topics:Inheritance TaxISATax

by Alexander Beard, on Apr 18, 2017 6:13:02 AM

When someone dies and leaves a will, an executor is usually appointed in the will to deal with the deceased person’s estate – their money, property and possessions. Before they’re …

Read Story
Topics:Financial PlanningInheritance TaxTax

by Alexander Beard, on Aug 8, 2016 4:36:01 AM

The changes to inheritance tax that were introduced in the 2015 Budget will soon come into effect, with some becoming the law as early as April 2017. With less than …

Read Story
Topics:Inheritance TaxPropertyTax

by Alexander Beard, on Jan 19, 2016 10:38:56 AM

So what happens if I die without a Will in place? Figures show that over 50% of adults with children in the US and UK do not have a Will …

Read Story
Topics:Inheritance TaxTaxTipsUKUSAWill Writing

by Alexander Beard, on Oct 20, 2015 5:27:17 AM

Major changes to the tax charges that apply to benefits paid on the death of a pension scheme member have taken effect from 6 April 2015. These changes affect uncrystallised …

Read Story
Topics:Inheritance TaxPensionsUK

by Alexander Beard, on Jun 19, 2015 7:03:28 AM

Recent HSBC research identified four broad actions which may help today’s retirement savers to create an informal plan and work towards a better financial future for themselves. 1. Be realistic …

Read Story
Topics:Financial PlanningInheritance TaxRetirement