Understanding an Attorneys ability to make festive gifts on behalf of a Donor As we head closer to Christmas with final preparations under way  I thought it would be timely to remind attorneys appointed under a property and financial affairs lasting power of attorney (LPA) to pay close attention to the rules in place when […]

Attention all Business Owners! Do you have a succession plan in place with a Business LPA? As a business owner myself I know only too well it takes courage to step away from the security of a regular salary and venture into the uncertain world of self-employment. It is only natural and indeed right to […]

The importance of reviewing your estate planning strategy following changes to the inheritance tax treatment of pensions Now that the dust has settled on Chancellor Rachel Reeves autumn statement last month, I have seen a big increase in enquiries from clients wishing to review their Wills following the announcement pensions will be subject to inheritance […]