Adult professionals are more dependent on their parents for a financial lifeline than ever before, as over half in the age range 35-45 declare they rely on their inheritance to finance their retirement planning.
These are the conclusions of the charity Elizabeth Finn Care, which specialises in assisting professional people in need of financial and emotional [...]
Posts Tagged ‘Inheritance Planning’
Professionals rely on parents’ wealth for their retirement planning
Wednesday, December 16th, 2009Make a will, or face the wrath of John Wayne
Friday, December 11th, 2009A land dispute now in progress between the Blackfoot Tribe in Montana and the US Government shows yet again how making a will is an essential part of financial planning.
Much of the land held by native Americans (formerly known as American Indians) is held in group ownership, a legacy of the days when John Wayne conquered the great plains, and native Americans were not permitted to write a will.
Taxman looks forward to Inheritance Tax on £2.15 trillion
Wednesday, December 9th, 2009New figures from Aviva reveal why Inheritance Tax (IHT) is one of the most important sources of revenues for the UK taxman.
There are currently £2.5 trillion in assets earmarked by parents as inheritances for their children and relatives, the insurer announced this week.
This staggering sum is held by two-thirds of over-55s covered by an Aviva [...]
Writing a will essential for family and tax reasons
Friday, November 20th, 2009Twenty-eight million people in the UK currently have no will, according to new data* published this month.
Writing a will is crucial to ensure a smooth process of wealth transfer for your family, and efficient inheritance planning can save you thousands in Inheritance Tax (IHT).
If you have no will in place, you have made no formalised [...]
Waking the dead: Penalties for late Inheritance Tax
Monday, August 17th, 2009HM Revenue and Customs has announced an increase to 3% of the interest charge on all late payments of Inheritance Tax, effective from September 2009.
Personal finance tips for newly weds
Friday, July 24th, 2009As you step over the threshold into married life, you should know that the world of your personal finances has changed forever as well. There are a number of financial matters to consider, and steps to be taken, as you and your partner embark on your new journey. Here are our top tips on what you should be thinking about, as you return from honeymoon.
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