Inheriting and tax planning!

Inheriting and tax planning!

Managing inheritance in a tax efficient way Do not be put off by the title of this article!  It’s an important topic because, in a society where we live longer, many people are heading for retirement by the time they inherit from the generation above. For some...
Two Stepsisters; One Inheritance…

Two Stepsisters; One Inheritance…

Two Stepsisters; One Inheritance You may remember the 2019 case of two stepsisters fighting over their inheritance? It made the news for several weeks as the family dispute about who should inherit the estate played out in Court. Sadly, when Mr and Mrs Scarle died,...
Families and Festivities!

Families and Festivities!

Family & Festivities Families – can’t live with them, can’t live without them!? The season of goodwill isn’t guaranteed to bring happiness and joy for everyone.  Some are enduring a first, or another, Christmas without a loved one.  Others...
Impact of Care Costs on Estate Value

Impact of Care Costs on Estate Value

The house will have to pay for the care home… We were struck by this article in a recent edition of This Is Money, in the Daily Mail Online.  It addresses the concerns of an individual who has discovered that her Grandmother will be moving in to a care home. She...
The little things become the big things

The little things become the big things

The detail of administering an estate… …the little things become the big things! This article is striking in its honesty – read it! How my late dad’s impounded blue Skoda became a proxy for my grief.Alex Clark, The Guardian Opinion, 29 June...