The importance of domicile
In English law domicile is a vitally important concept which can have important ramifications.
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Read more on The importance of domicile
Making gifts: a guide for Attorneys and Deputies
You may have clients who are mentally incapable of making decisions and have attorneys or deputies acting for them in respect of their financial affairs.
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Read more on Making gifts: a guide for Attorneys and Deputies
Personal injury trusts: not only for welfare benefits preservation
Personal injury trusts can also be useful for those individuals who are not claiming benefits and do not anticipate doing so in the future.
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Read more on Personal injury trusts: not only for welfare benefits preservation
Advising the older client – when your client loses capacity
As the post-war baby boomers begin to grow older, advisers may find that the age profile of their client base is increasing.
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Read more on Advising the older client – when your client loses capacity
Three inheritance tax saving tips for clients who can’t claim the residence nil rate band
It is now clear that from next April there will be an additional IHT allowance for those who leave a property interest to lineal descendants.
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Read more on Three inheritance tax saving tips for clients who can’t claim the residence nil rate band
Residence nil rate band: when should your clients use their relief?
The inheritance tax residence nil rate band will start to come into force from 6 April 2017. When should your clients plan to use this valuable allowance?
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Read more on Residence nil rate band: when should your clients use their relief?
Company owners and the need to plan for unexpected death
Everyone should make a Will to avoid difficulties after their death, if your client is a small company owner this necessity is exacerbated.
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Read more on Company owners and the need to plan for unexpected death
Co-habitants: action required
When advising an unmarried couple on their finances, arguably the most important advice that can be given is to draw up a Will.
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Read more on Co-habitants: action required
Three ways Deeds of Variation can save tax for your clients
Deeds of Variation allow your client’s Will to be varied within two years of their death with the variation being read back into the Will for tax purposes.
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Read more on Three ways Deeds of Variation can save tax for your clients
Powers of attorney: registration fees refund due to some
Have you registered an Enduring Power of Attorney (EPA) or Lasting Power of Attorney (LPA) during the last three years?
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Read more on Powers of attorney: registration fees refund due to some
Who should your clients appoint as executors?
The executors must be trusted completely by your client and it is preferable if the intended executors have a reasonable degree of financial understanding.
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Read more on Who should your clients appoint as executors?
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