There are tax advantages in passing on wealth during lifetime, especially if the parent is UK domiciled or has assets in the UK subject to Inheritance Tax.

Book a free review of your existing UK Will or a free, no obligation consultation to assess your needs if you don't have a Will already.

There are a number of legal and financial tasks and responsibilities to complete when a person passes away. These are termed “Administering an Estate” and one of these requirements is to apply for a ‘Grant of Probate’.

Professional landlord planning makes it possible for the client's portfolio to be free of Inheritance Tax in three years; without triggering any charges to Stamp Duty or Capital Gains Tax and without having to remortgage. Furthermore, mortgage interest relief can be claimed against Corporation Tax. The process takes three years.

Sue and her son John had the legal power they needed to take control during this incredibly difficult time because they had the foresight to set up a Lasting Power of Attorney. Because her finances were uninterrupted, Sue made medical decisions on Alan’s behalf and had the freedom to make his life as comfortable as possible.

It is believed that 50% of people haven’t even written a Will – don’t even start me on the issues of passing away without a Will i.e. intestate.