Santa Baby: Gifting Allowances this Christmas

December 21st 2021 | estate planning

It’s that time of the year again so let's talk gifting allowances. For those of you who are feeling generous during the festive season, or know someone with a hefty Christmas Wish List, then the amount gifted over the Christmas period can have an impact on the inheritance tax allowances read more...

Care Fee Mitigation

November 17th 2021 | estate planning

Back in January I wrote this blog , which gained significant traction on social media and a number of enquiries to the firm in respect of asset protection trusts. I was very pleased to have been able to prevent some clients from entering into these documents, but sadly I did hear read more...

Gift Exemptions: Inheritance Tax

August 31st 2021 | estate planning

OK, let's talk gifting allowance for inheritance tax. This is a topic that I see a lot of clients get very confused about, whether it's for their lifetime planning or as executors completing an IHT400 where there have been gifts during the deceased’s lifetime.  There were 4 ways in which read more...

STEP Success for Ashley Minott

August 27th 2021 | estate planning

Earlier this month, my associate Ashley Minott  received confirmation that she had passed her final STEP exam and is now entitled to the designation ‘TEP’ (Trust and Estate Practitioner). Ashley becomes a full member of STEP (The Society of Trust and Estate Practitioners) having completed their diploma in Tax and read more...

Can You Resign As An Executor?

August 16th 2021 | estate planning

The role of an executor is not something to be taken lightly. In an earlier blog I discussed some of the pitfalls that can arise for executors and the risks associated with the role .  However, what people often fail to realise is that, once you start to act as read more...

Planning For Later Life: Is Your Care Home Inclusive?

June 29th 2021 | estate planning

Estate planning and all that it entails affects different people in different ways. From years of first hand experience l had a pretty good idea of what to write for our Pride series, as estate planning for the LGBT+ community can, and usually does, raise a variety of complex and read more...

Bernie's Plight (How to Avoid an Inheritance Dispute)

May 18th 2021 | estate planning

I recently came across this advert, which I think speaks for itself. Bernie, I have no idea who you are, but firstly I feel for your plight. Having witnessed many a family bust up over inheritance, I can vouch from the frontline they are always a miserable affair (and that read more...
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