Intergenerational gifting – too generous by half?
Younger family members are increasingly supported by generous grandparents, but intergenerational gifting needs to take potential benefits, and pitfalls, into account.
Simplifying the inheritance tax rules
Major changes to inheritance tax (IHT) are proposed by the government’s Office of Tax Simplification (OTS) which could alter your estate planning. Inheritance tax is certainly complicated – especially for a tax that generates relatively little revenue. The OTS has...
Annuity options for long-life 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.
Make your will the right way
Like all legal documents, your will must meet certain requirements.
Getting Married – Doing the Rights Thing
There are many misconceptions around the rights of the 3.3 million unmarried couple families in the UK