Category: Private Client

Liz Dalgetty Nov 2018

Fact: No will means unclaimed estates will be claimed by the Crown

We really do seem to have a reluctance to write a will in this country. According to recent research, around 60% of adults in the UK have not written a will. We may shrug it off as something we’ll “get around to” or “maybe someday” – but there is a very serious underlying issue. If you do not write a will, your estate is likely to be claimed by the Crown.

Liz Dalgetty Oct 2018

IHT: Planning early pays off

An extremely controversial, yet lucrative source of income for the Treasury, inheritance tax has been in the news again highlighting the contrast around the country.

Oct 2018

Budget: The countdown is on

As we count down the days until the Chancellor’s Autumn Budget here are a few things to expect – as well as a few of the need-to-knows.

Oct 2018

Will the Autumn Budget provide any more news for housing?

As the frenzy builds as to what the Chancellor’s Autumn Budget may contain, all eyes are once again on the property market.

Sophie Campbell Sep 2018

Time to think proactively about later life

No one likes to think about getting old, or even what would happen to our family’s wellbeing and personal finances if we weren’t here. However, now is as good a time as any to be thinking about it, as yesterday, Sunday 9 September, marked Grandparents Day.