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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By |2018-09-17T18:49:10+01:00June 15th, 2018|The Wire Summer 2018|Comments Off on Are you owed a Power of Attorney fee refund?

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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By |2018-06-21T11:42:09+01:00June 15th, 2018|The Wire Summer 2018|Comments Off on Charitable giving: Reducing Inheritance Tax

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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By |2018-06-21T11:43:01+01:00June 15th, 2018|The Wire Summer 2018|Comments Off on Can you afford to open the Bank of Mum & Dad?

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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By |2018-06-21T11:45:45+01:00June 14th, 2018|The Wire Summer 2018|Comments Off on Legislation is changing how we work with you