The Importance of Making a Will - 13/Jul/2010
Following the announcement in the Pre-Budget Report in October 2007 of the introduction of transferability of the nil rate band on the death of the first spouse/civil partner, some may have taken the view that the need for making a seemingly complex Will for inheritance tax purposes or even making a Will in the first place, has been diminished. Read more …
Focus on phoney Wills - 05/Mar/2010
Susan Bateson, Head of Private Client, was interviewed by The Leeds & Yorkshire Lawyer magazine on spotting a fake Will. Read more …
Transferring The Nil Rate Band Allowance - 24/Sep/2009
The announcement delivered by the Chancellor of the Exchequer, Alistair Darling, in his Pre Budget Report on the 9th October 2007 that the unused inheritance tax nil rate band allowance was capable of being transferred opened up opportunities for a different approach for many families as to how they consider carrying out their tax planning to maximise the amount they are able to pass on to the next generation without paying inheritance tax. Read more …
Lifetime Inheritance Tax Planning - 09/Apr/2009
There are certain options that you can use to try and mitigate inheritance tax in the future, if you want to make gifts. These can be set out as follows Read more …
Why should I need to make a Will? - 09/Apr/2009
Why should I need to make a Will? Quite simply you owe it to your family. If anything should happen to you it is vital that they should know your wishes. Read more …
Duties of a Personal Representative - 03/Mar/2009
When clients come to us to ask us to deal with estates for which they are Personal Representatives they often have little or no experience of what is involved. This article is intended to ease some of the common concerns by explaining what the job of a PR involves. Read more …
Putting a Value on Peace of Mind - 03/Mar/2009
Peace of mind is priceless. Or is it? Read more …
Financial Planning - Resolutions month by month - 05/Jan/2009
As one year ends we look forward to the New Year. If one of your resolutions is to sort out your finances, here are some suggestions of things you might want to do each month Read more …
Pre Budget Report: October 2007 - 31/Oct/2007
We know that you may have been concerned about the changes to Inheritance Tax announced in the Chancellor's Pre-Budget Report on the 9 October. Read more …
Christmas Wishes - 08/Dec/2004
It's almost Christmas once again, so I though I'd write to you and tell you what I'd like for Christmas. Read more …
