Category: Private Client
Sep 2022
It's time to cry over spilt milk... or gin
I recently came across an article about a missing bottle of gin that had left a bit of a hangover on an online shopping experience - but the "undiluted" message came across to me loud and clear: many companies are still just not geared up towards more vulnerable people in society - and it's about time we did something about it.
Aug 2022
Could I move in with my parents to save IHT?
Q: I have recently gone through a divorce, so my parents have offered for me to move back into the family home with them. It's my childhood home; they've lived there for about 40 years and they are now in their 80s - so the home could do with a little renovation.
Aug 2022
Can I bury mum at home?
Q: My elderly mother has just expressed a wish that upon her death, she would like to be buried in the garden at her home.
Aug 2022
Jul 2022
The pandemic's positive impact on wills
It might seem odd to think that Covid-19 could bring us any positives. But, as well as working more flexibly and appreciating our freedom, the pandemic also kick-started many of us into thinking about the future.
Jun 2022
How the pandemic has changed our attitudes towards wills - perhaps forever
We've long been urging people to make sure their wills are up to date - especially if you have remarried or you've had more children. We've seen all too many times how dying without a will can lead to heartbreak and it seems the pandemic has changed the way we think about wills - and it's about time!
May 2022
Should I downsize with my daughter?
I’d like to help my daughter onto the property ladder. I want to downsize. Is it a win-win?
I’m in my late 60s and paid off my mortgage a long time ago on the family home I’ve lived in for 40 years. I’m looking to downsize and by doing so, I wanted to offer my daughter some money from the sale of my home to purchase her own - she is currently renting with her husband and two children and is struggling to get on the housing ladder.
Apr 2022
Criminals are cashing in - protect vulnerable loved ones with an LPA
The battle against Covid-19 rages on, but there is a new pandemic rising from the flames - a lesson in how to be more vigilant.
Apr 2022
Can I retrospectively claim IHT relief on my parents’ estate?
Q: I read that it was possible for spouses to transfer an inheritance tax (IHT) allowance but when my father passed in June 2000, leaving his estate to my mother, she did not use my father’s nil-rate band. When she passed in 2006, my siblings and I then had to pay tens of thousands of pounds in IHT on her estate. Is it possible to reclaim this money?
