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Recently I had a conversation with one of my friends who told me she was constantly fighting with her nearest and dearest over money. They just didn't seem to be able to agree on what they should do financially. She felt they should clean up some..
Read ArticleCongratulations! You've scrimped, scraped and struggled. But you've managed it! Yes, you've got your foot on the first rung of the property ladder. Finally, you have a place of your own. Just like a game of snakes and ladders though, you can easily slip down and..
Read ArticleEvery parent wants their children to have an equally good if not better life than what they've lived. To achieve that objective, parents tend to work hard to build up assets so they have something to leave their children when they die. This is done with..
Read ArticleAlmost a year to the day since the Government announced rules to eliminate tax deductions on interest for property investors, the legislation has all but reached its final destination. In the last two weeks the Select Committee report on the first draft of the legislation..
Read ArticleAs part of the increase in the top individual tax rate to 39%, the government has brought in the requirement to provide Inland Revenue more information in your trust tax returns. This applies from the 2022 tax year onwards. They have done this to ensure..
Read ArticleJust In Case You Don’t Live Forever, Here’s How to Avoid Common Estate Planning Issues
by The Professional Trustee Team 28 Apr 09Thinking about and planning for our death is understandably a subject that most people prefer not to think about. It comes as no surprise to us because we see it every day, that many people just simply do not plan for what happens to their..
Read ArticleWe all know trust law is a moving beast. The Court of Appeal recently demonstrated this when it released a judgement that had professional trustees using their little grey cells and thinking hard about their clients. The case involved a fairly traditional marriage, of reasonably..
Read ArticleI'm feeling pretty pleased that the Media is picking up the idea that having a family trust isn't just a nice "extra' in life but is going to become an "essential". Have a look at this link and you will see the interview I recently..
Read ArticleOne night last week, in a city away from my home, I found myself at a bit of a loose end. Not a personality to skulk around, I used the time to see a movie I wanted to enjoy. 'Money Never Sleeps' was my choice. Not..
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