Financial Planning, Inheritance

FREE UK Will Writing

3 Oct , 2014  

This October, twenty-eight UK towns and cities are taking part in Free Wills Month. As long as you are over fifty-five, you can – as the name suggests – have your will written for free. Remember that even if you are living offshore, you need a will in place to take of all of your […]


Financial Planning, Inheritance, Pensions, Retirement Planning, Tax Cut

Amendments to UK Pension Legislation

30 Sep , 2014  

Take a closer look

The surprise announcement from George Osborne on Monday about scrapping the 55% death tax on UK Pensions illustrates how quickly and easily the government can change the rules surrounding your pension. The document attached below, prepared by Boal and Co, describes in detail how the changes may or may not affect you. Additional amendments to […]

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Financial Planning, Inheritance, Pensions, Tax Cut

Osborne Abolishes Death Tax

30 Sep , 2014  

In the news...

George Osborne attempted to steady the Conservative ship yesterday by announcing an eye-catching tax cut aimed at core Conservative voters. The Chancellor announced plans to abolish the 55 per cent tax applied to UK pension pots upon the holder’s death. These changes will come into effect from April 2015. The Treasury predicts the new policy […]

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Financial Planning, General, Inheritance

Wills and Inheritance Changes in the UK

23 Sep , 2014  

Estate Planning

There are some big changes looming for the rules surrounding inheritance in the UK. From the 1st October 2014, these changes will come in to force. If you have assets in the UK these changes may affect you. The moral of this story, is please ensure that you have an up to date will in […]

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