by Patryk D. | Feb 21, 2022 | Estate planning, Financial planning
Have you ever considered what would happen if you lose mental capacity, leaving you unable to make your own financial and welfare decisions? A lasting power of attorney (LPA) enables you to appoint someone in advance to legally make decisions should you lack the...
by Patryk D. | Jan 28, 2022 | Estate planning, Financial planning, Retirement and pensions
Tax-Tips: April 5th approaches! There are several important and valuable tax-planning opportunities that will be lost after 5 April 2022. With only around 2 months to go until the end of the tax year, there is still time to take advantage of various tax-planning ideas...
by Patryk D. | Feb 16, 2021 | Estate planning, Financial planning, Investment, Retirement and pensions
Tax-Tips: April 5th approaches! There are several important and valuable tax-planning opportunities that will be lost after 5 April 2020. With only around 2 months to go until the end of the tax year, there is still time to take advantage of various tax-planning ideas...
by Patryk D. | Sep 7, 2020 | Estate planning, Financial planning, Insurance
Inheritance tax (IHT) was traditionally regarded as a tax only for the very wealthy. However, with a threshold of £325,000 (£650,000 for married couples and civil partners) that will remain frozen until 2021, and the price of houses still relatively high, more and...
