Category: Private Client
Feb 2023
As the temperatures drop and cost of heat increases are you looking after your loved ones?
According to a recent report by the BBC, 10 degrees is the average temperature they will be living in if they cannot afford to heat their homes. Not only does this make for an unpleasant environment, it can also have a dramatic effect on our bodies as we age - worse if you are elderly or vulnerable too.
Feb 2023
Make sure you’re not paying a “pensioner premium”
It occurred to me during a conversation with a client recently that it’s not just elderly or vulnerable people that can struggle to keep up with day to day tasks. With increasing developments in technology it’s easier for some of us to keep pace - but what about those who can’t and why are they being punished?
Jan 2023
Capital gains tax rules are changing - now’s the time to revisit your will or LPA
It’s a new year which for many is a cause for celebration - so it’s no wonder the topics of death and taxes are taking a back seat. But, it’s more important than ever that we’re having those conversations, because the new year could be the perfect time to get planning too.
Nov 2022
Registered LPAs are still not back at pre-pandemic levels
We’ve always been champions of the Lasting Powers of Attorney (LPA) document and we all know it’s best to plan ahead. But, it looks as though we’re still not back to where we were pre-Covid for getting them registered.
Nov 2022
Whatsapp "Mum and Dad scam" on the rise
Technology moves along so quickly, but scammers are always ready to stay one step ahead - and even for the savviest of us, it’s a constant battle to stay on your guard. But, for those who are more vulnerable, it’s so important that we protect them from fraudsters.
Oct 2022
Did you know you can nominate a Legacy Contact for your Apple ID?
Lottery tickets, air miles and even football season tickets are probably the last thing you’d think about when it comes to assets in your will. But in today’s increasingly digital world, it’s time we all woke up to the reality that online assets are becoming just as important as offline ones.
Oct 2022
Attorneys: Be on your guard against rogue funeral planners!
For a long time, we’ve been speaking out again rogue funeral planners and when the news finally broke that the law would be changed to regulate firms offering pre-paid funeral plans in July 2022 we were overjoyed. But, it appears there are still stories coming out of the woodwork - and if you are acting for a vulnerable adult as their attorney under a registered financial Lasting Power of Attorney you need to be extra vigilant and check any paperwork relating to a pre-paid funeral plan.
