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BUDGET 2024 The Changes To Inheritance tax

The budget 2024, our new Government has decided in it's first budget to raise further income for the Treasury by increasing Inheritance Tax. Whilst the rates have not increased the existing allowances (ie nil rate bands), have been extended for a further fixed period...

A Right of Residence

A Right of Residence is something you can include in your Will If you own a house and want to make sure that someone can continue living there after your death one of your options is to create a Right of Residence for them. This will make sure that the person keeps...

It pays to be civil

Mixed sex couples can enter a Civil Partnership and enjoy most of the Tax benefits of being married. This is a legal relationship which provides some real financial benefit to those who wish to live together without getting married. The set up costs are nominal...

Care Home Fees soar

Latest figures compiled by charity Age UK indicate that across the country the average weekly residential care home cost was £504 in 2010/11.  Five years ago the cost was around £412 per week which means they have risen by more than 31% in five years. Nursing homes...

Penalised for Thrift

A report in the Sunday Times on the 27th March highlights the fact that privately funded care home residents are being unfairly penalised in the current economic climate because Councils are refusing to pay fair rates. This has meant that privately funded residents...

Charity begins at Home

New relief in the Budget The Chancellor outlined a new relief  from Inheritance Tax in the Budget last Wednesday. As you probably know bequests or gifts to Charities already  fall outside the Inheritance Tax net. The new relief is to be given to those persons who...

£40m rip-off by Banks for Probate work

On 23rd February the Office of Fair Trading said it has calculated that families could save a total of £40m per year by shopping around for cheaper professional executors to wind up the affairs of deceased relatives. High street Banks have now agreed to review their...

The Wealthy are giving it away

According to a recent survey an increasing number of Britons are getting around inheritance tax by handing assets to loved ones before they die. So says the Daily Mail today. According to the report the phenomenon is more prevalent among the wealthy who know they will...

Access Denied

Reports in 'The Mail on Sunday' today indicate that many Banks in the UK do not understand or accept Lasting Powers of Attorney. They also fail to recognise deputies appointed through the Court of Protection. As a result many carers are being denied access to the bank...

New 6 Part BBC series about Writing a Will

'Can't Take It with You' This is just one of the titles of the new 6 part series on BBC Television featuring Gerry Robinson. During the programmes he will be examining the emotional and financial legacies of people considering writing a Will. He will be encouraging...