by David Dexter | Apr 26, 2015 | Advice Articles
If you are cashing in your pension pot under the new legislation and are looking for a real investment then why not try this? Buy a Funeral Plan at todays cost and ensure you have the funeral you wish for at no extra cost whenever you die. Recent 2013 research by the...
by David Dexter | Apr 15, 2015 | Latest News
One party has promised an increase in the basic rate relief for Inheritance Tax. For married couples and civil partners they are increasing the joint thresholds from the present £650k to £1m based on the value of their residence. They herald it as a major boost for...
by David Dexter | Mar 11, 2015 | Advice Articles, Latest News
With the new legislation on Pension Pot withdrawals coming into force from April 2015 there are considerable risks for those who take out large lump sums. The immediate effect is to increase the value of your estate for Inheritance Tax purposes. A large withdrawal...
by David Dexter | Feb 15, 2015 | Advice Articles
When the first signs of Dementia appear it is imperative to put your health and financial affairs in order. Initially you will probably be in full control of your faculties but as time progresses you will begin to lose control of your mental and physical abilities. To...
by David Dexter | Feb 3, 2015 | Latest News
The provisions of the Care Act 2014 come into force from April 2015 It is worthy to note that from then Local Authorities will not have the power to assess married couples/civil partners jointly for means test purposes . Each person considered for care will have to be...
