The Wire: Summer 2018 edition
Welcome to the Summer 2018 edition of The Wire.
(You can email, print or create a PDF using the convenient icons at the bottom right of each article).
Are you owed a Power of Attorney fee refund?
Did you make an application for a Lasting Power of Attorney (LPA) in England and Wales between 1st April 2013 and 31st March 2017? If so, you were charged more than necessary and owed a partial refund.
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Charitable giving: Reducing Inheritance Tax
All charitable giving is tax-free, but when including a charity in your will, the donation amount won’t be counted towards your total estate value when considering Inheritance Tax (IHT).
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Can you afford to open the Bank of Mum & Dad?
New research predicts that in 2018 one in four UK housing transactions will rely on parental help. That means 316,600 transactions in total, an increase of 18,300 over 2017.
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Longevity and retirement planning
Research by Retirement Advantage shows that almost 80% of people over 50 significantly underestimate how long they are likely to live, putting them at a serious risk of running out of income.
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Dying without a will. Who gets what?
There’s a better than 50/50 chance that organising your will is still on your to-do list. A surprisingly commonplace to-do is to organise your will, with nearly 60% of the population living without one.
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Business Relief to mitigate Inheritance Tax
Entrepreneurs and business owners have plenty of tax to deal with; Income Tax, National Insurance, VAT, Business Rates, Corporation Tax, but what about inheritance tax?
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Legislation is changing how we work with you
Thank you for your patience whilst we have been adapting to the recent raft of legislative changes! We have been dealing with two of the biggest pieces of legislation to hit the UK this decade, MIFID II & GDPR.
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