Category: Private Client

Sarah Noake Mar 2024

All change! Non-domiciled tax rules- a budget update

As foreseen before Wednesday’s budget, the Chancellor announced sweeping changes to the way non-UK domiciliaries are to be taxed from 6 April 2025.

Jenna Hopkins Feb 2024

Don’t leave a “Purple Haze” around your will

We might have more in common with the rockstar electric guitar legend Jimi Hendrix than we might think. I am not talking about growing an impressive head of hair or going for a reverberating solo – unless you’re lucky enough to have both of those abilities – rather Jimi Hendrix was one of millions who died without a will.

Liz Dalgetty Feb 2024

The Bank of Mum and Dad is so easy to contact – even by fraudsters

It seems banks can’t win. They are either too cautious or they are simply not doing enough – but we were actually quite pleased to hear how one banking institution stepped in just in time to protect one man’s money from fraudsters.

Liz Dalgetty Jan 2024

Q&A: I am worried about my dad’s new partner. What can I do?

Q: My dad’s new partner is separating him from our family. How can I stop her?

My 70-year-old father is widowed and met a new woman while on a cruise in 2017. Following a whirlwind romance, my dad sold our family home and bought a new one closer to where this woman lived over 100 miles away.

Mehboob Dharamsi Dec 2023

Digital LPAs are here - but watch out for safeguarding

There have been calls for a long time to overhaul the outdated system for registering Lasting Powers of Attorney (LPAs). Now with the arrival of the digital system, we welcome the modernisation of the system - but some concerns remain about accessibility and safeguarding.

Jenna Hopkins Dec 2023

Waiting for a windfall? It might not be a breeze after all

According to a recent survey of 9,000 people, the average that they expected to inherit was £110,000 – but actually they only ended up receiving half as much.

Liz Dalgetty Dec 2023

How Cellan-Jones’ story could easily have been one of our own

I was saddened to hear BBC journalist and TV regular Rory Cellan-Jones had tripped and fractured his elbow while walking home one night. While his story is a common experience, it got me thinking about how much more difficult it can be to help friends or family members going through the same – especially if they don’t have the right paperwork in place.

Jenna Hopkins Nov 2023

How can I protect dad’s money?

Q: My dad recently moved into a residential home to get full time care. How can I make sure I get the most from any money used to fund it?