Very little noise had been made in the run up to the changes in the new UK tax year surrounding inheritance tax and the question of deemed and non UK domiciled versus UK tax resident status. Here, we take a look at what the rules were previously and what the legislation looks like now. The contents of this blog...
I first met Duncan at a networking event around Easter. We got to know about one another's businesses and when I asked what protection he had in place for his business and his business asset in terms of his estate, he didn't know what I was talking about. He had a rough plan for his Will and his personal...
After initial discussions, I went to visit Joe and Charlotte at their home in August. It was an evening appointment as they needed to ensure their young children were in bed. They had no Will in place, the house is their main asset and they both work. Here is how our appointment went, and the services I was able...
Evie was referred to me by her Financial Advisor. She had lost her husband, Charlie in recent months and she wasn't sure if she needed to update her Will. I visited Evie, and her daughter Karen, at Evie's home in July for a free Will review. Evie and Charlie had relatively straightforward mirror Wills, leaving everything to each other...
