Life Insurance
What to do when a loved one passes away
May 31, 2023
Handling the death of someone you love can be one of the most challenging experiences in life. When a loved one passes away, complex emotions rise to the surface, depending on the quality of your relationship with the one who died. You may need to...[Read More]
Financial management when we lose a loved one
November 23, 2022
Losing a loved one is probably one of the most stressful events one will ever go through in life. It will leave you feeling distraught and devastated, so sorting out their finances is the last thing youâd be concerned about. It could be...[Read More]
Future-proof your family finances: 3 essential tips
September 8, 2022
If thereâs anything people learned from the recessions and global crises of recent past, itâs that no one is immune to economic upheavals. Even middle to upper-class families are at the mercy of their finances when misfortune strikes. This can...[Read More]
Study questions male-female longevity
August 3, 2022
A new study has called into question the long-held belief that women outlive men. Although men have a lower life expectancy than women, men have a “substantial chance of outliving females”, according to academics from Denmark. Life...[Read More]
Trusts: There are different types and they are taxed differently
July 14, 2022
Overview A trust is a way of managing assets (money, investments, land or buildings) for people. There are different types of trusts and they are taxed differently. Trusts involve: the âsettlorâ – the person who puts assets into a...[Read More]
Make sure your will is legal
September 8, 2021
(GOV.UK) www.gov.uk Overview Your will lets you decide what happens to your money, property and possessions after your death. If you make a will you can also make sure you donât pay more Inheritance Tax than you need to. You can write your...[Read More]
Pay your Inheritance Tax bill
September 16, 2020
GOV.UK www.gov.uk Overview You must pay Inheritance Tax by the end of the sixth month after the person died. ExampleIf the person died in January, you must pay Inheritance Tax by 31 July. There are different due dates if youâre...[Read More]
Making a will
September 2, 2020
GOV.UK www.gov.uk Overview Your will lets you decide what happens to your money, property and possessions after your death. If you make a will you can also make sure you donât pay more Inheritance Tax than you need to. You can write your will...[Read More]