by Dan Eatch | Mar 29, 2019 | Life assurance, Pensions, Savings, Tax planning, Wealth planning
Life expectancy has stopped increasing, according to a report from the Office for National Statistics (ONS) issued in September, but we are still living longer than ever before. Between 2000 and 2010, average life expectancy at age 65 rose by 2.4 years for men and by...
by Dan Eatch | Feb 15, 2019 | Estate planning, Inheritance tax, Tax planning, Wealth planning, Will
Like all legal documents, your will must meet certain requirements. When writing your “last will and testament”, it’s important to make sure you are creating a legal document that meets all the criteria of a legally-binding will. When in ...
by Dan Eatch | Jan 4, 2019 | Life assurance, Mortgages, Pensions, Protection, Tax planning, Wealth planning
There are many misconceptions around the rights of the 3.3 million unmarried couple families in the UK. The government has recently announced that heterosexual couples will be able to enter into civil partnerships in England and Wales, but there will still be many...
by Dan Eatch | Nov 30, 2018 | Protection, Savings, Tax planning, Wealth planning
If you’re considering making lifetime gifts, make sure all your inheritance tax (IHT) liabilities are covered. Today’s treatment of lifetime gifts is extremely generous, which is why interest in IHT has increased ahead of the Budget. If you make an outright...
by Dan Eatch | Oct 5, 2018 | Tax planning
With the next Budget approaching, it may be worth reviewing your finances now. A little forward planning goes a long way. More than the usual changes to tax rates are expected this time, after various consultations were started in the spring. Draft legislation...
