
What is a Deed of Variation?
It is often used is to reduce someone’s inheritance tax liability by transferring some/ all of a legacy from a beneficiary to another person.

It is often used is to reduce someone’s inheritance tax liability by transferring some/ all of a legacy from a beneficiary to another person.

We look at how these tax thresholds affect the inheritance tax payable on estates

In this podcast we discuss Lasting Power of Attorney – what they are, why we need them, and why they are such important documents.

It is taking approximately 5 months to process a Lasting Power of Attorney registration, so don’t delay!

We explain the legal and financial probate process when administering a deceased person’s estate

260,000 individuals and trusts will be brought into the scope of CGT.

From 1 Sept 2022 most types of Trusts need to be registered with the HMRC’s Trust Registration Service.

Full STEP members, known as TEPs, are internationally recognised as experts in their field

Changes regarding the reporting of Inheritance tax to HMRC and also an increase in probate fees.

When her husband got Covid-19, Kate couldn’t access finances and policies in his name as she did not have a Lasting Power of Attorney in place.