Unhappy Families – Challenging Inheritance Issues
The outcome of a recent High Court case is a warning for anyone challenging a will. As inheritances become more valuable, the number of...
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Ancojada Group
May 28, 20212 min read
Who would you trust to look after your interests?
Lasting Powers of Attorney (LPA's) are legal documents drawn up and registered with the Office of the Public Guardian to give another...
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Ancojada Group
Apr 16, 20212 min read
The Twenty-Year Inheritance Tax Freeze
The freeze on the inheritance tax (IHT) nil rate band will mean more tax from more estates. In March 2006 the then Chancellor, Gordon...
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Ancojada Group
Mar 8, 20212 min read
Prepare for the new tax year
Taking some time to start planning for 2021/22 now can be worthwhile. While there is often a focus on planning for the end of the tax...
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Ancojada Group
Mar 4, 20212 min read
Four financial lessons from the Covid-19 pandemic
As the pandemic enters its second year, what have we learned? The World Health Organisation declared Covid-19 a pandemic on 11 March...
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Ancojada Group
Jan 30, 20213 min read
Why Should You Make A Will?
There are many different reasons that prompt people to make their Last Will & Testament. Which of them applies to you? Firstly, Let's...
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Ancojada Group
Jan 30, 20212 min read
Capital gains tax: increases on the way?
A recent report could herald changes to capital gains tax. Last July the Chancellor asked the Office of Tax Simplification (OTS) to...
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Ancojada Group
Jan 30, 20214 min read
Did You Know? A Letter of Wishes can be as important as your Will
A letter of wishes is a non-binding document created when you make a Will and kept with the Will that can serve as a guide to your...
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Ancojada Group
Jan 30, 20212 min read
What Gifts Can You Make in a Will?
There are several types of gifts that can be made via your will and it is important that you express those gifts carefully to avoid...
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Ancojada Group
Jan 30, 20211 min read
Financial Planning is no longer a Taboo Topic
Around 40% of people have discussed financial planning with family or friends in the past year as the topic becomes more mainstream,...
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Ancojada Group
Jan 30, 20212 min read
Another Autumn Budget deferred
After heavy hinting from the Treasury for some weeks, the expected Autumn Budget has been pushed into spring 2021. Since the March Budget...
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Ancojada Group
Jan 30, 20212 min read
Witnessing Your Will Via Video Link During a Pandemic
Where there's a Will, there's a way! Two independent witnesses to your signature are required when you make a Will in order for it to be...
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Ancojada Group
Jan 30, 20212 min read
Pensions, Transfers, Death Benefits and Inheritance Tax
The Supreme Court has handed down a long-awaited decision on a complex case. Mrs Staveley died in December 2006, but it was only in...
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Ancojada Group
Jan 30, 20212 min read
What is Intergenerational Planning?
By Mark Insley, Managing Director - Consulo Wealth Solutions Many of you will be thinking of your children’s futures alongside your own...
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Ancojada Group
Jan 30, 20212 min read
Is Your Will Trustworthy?
How to make sure your loved ones don't miss out on their inheritance. Making a Will is one of the most important actions you will ever...
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Ancojada Group
Jan 30, 20212 min read
Inheritance Disputes
More arguments about wills are reaching the High Court. A recent report from the Ministry of Justice revealed that, last year in England...
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Ancojada Group
Jan 30, 20212 min read
Rise in lockdown will writing highlights forward planning needs
One perhaps unsurprising side-effect of the Covid-19 pandemic has been an upsurge of interest in wills and estate planning. However, the...
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