January 6, 2020

For the last couple of months we have been focusing on the compilation of a comprehensive document which I am now able to provide called ‘What I Own and Where it is Kept’.

September 24, 2019

We specialise in inheritance tax planning and helping clients arrange their money to work smartly and efficiently - allowing you to pass on as much of your wealth as possible to your family after you’re gone.

November 27, 2018

In the 2015 Summer Budget, the previous Chancellor of the Exchequer, George Osborne, announced the introduction of a new extension to the Inheritance Tax nil rate band for residences, with effect from April 2017.

You could save your family as much £140,000 in Inheritanc...

August 21, 2018

The key to this success in inheritance tax avoidance was careful planning. Here, we summarise some of the key points regarding the tax.

January 22, 2016


Lasting Power of Attorney (LPA)

An LPA is a document that you sign to appoint Attorneys (often family members) to act for you should you, for any reason, become unable to manage your own financial affairs, or you were too ill to deal with your own health and welfare de...

July 27, 2015

Do I need to make a will? Does it need to be done by a professional? I heard you can just write your will on a piece of tissue and it will be valid…?


Will writing has become more common, and thus there is an increasing amount of confusion about the need to make one and...

June 26, 2015


The Office of the Public Guardian promised it would simplify the Lasting Power of Attorney form this year. Whilst it was originally hoped that the OPG would merge the Property & Financial Affairs form with the Health & Welfare form to reduce the cost of setting up bo...

June 25, 2015


“Inheritance Tax is, broadly speaking, a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue”
(Roy Jenkins MP)


Not many of us will consider how inheritance tax will affect us in our later years, some of us don’t think that w...

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Why should I care about Inheritance Tax?

June 25, 2015

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