Vulnerable Beneficiaries

It is never easy to think about what will happen to your loved ones after your death but many families are faced with the worry of what will happen to loved ones who are not able to care for themselves. It may be that you are wanting to provide for a young person or someone…

Continue reading

Care Fee Charges: The Changes

How does the Tory Manifesto affect me? Update: Following the hung parliament, it does not seem likely that the Conservative’s care fee charging proposals will come in to force – certainly within this parliament. Accordingly, the position remains that those assessed for residential care fees can keep just over £23,000 in capital. Firstly the Tories…

Continue reading

Inheritance Tax Planning

Inheritance tax and lifetime planning The broad aim of lifetime planning from an inheritance tax (IHT) perspective is to organise a person’s assets during their lifetime in such a way as to minimise the future IHT charge on death. This may be achieved in a number of different ways and a major part of lifetime…

Continue reading