Inheritance tax planning and writing a will can be subject to hidden costs, especially if you appoint an executor to your estate. Consumers are often not made aware of the bill they will receive, and should certainly ‘shop around’, says the Office of Fair Trading. Click headline for further details.
Posts Tagged ‘Recession’
Inheritance Tax Planning – Shop around before writing a will
Friday, June 18th, 2010Inheritance Tax Planning – most UK adults have no Will
Thursday, April 29th, 2010Over half of adults in the UK are neglecting the need to make a will to ensure efficient inheritance tax planning, according to a new survey published this week by Barnardo’s. The children’s charity has also revealed that almost three-quarters (74%) of cohabiting couples also have no will in place.
Parents fail to act on need for life assurance and financial planning
Tuesday, February 9th, 2010Parents in Ireland urgently need to review their family financial planning, especially with regard to life insurance cover to protect their family and their lifestyle, according to a new report from Aviva. In Ireland, 59% of adults and 42% of parents have no life assurance cover whatsoever, and 80% of adults ‘do not worry’ about the [...]
Make 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.
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 [...]
‘Recession-proof’ yourself with correct insurances
Wednesday, November 4th, 2009The Association of British Insurers has called on consumers to protect themselves and their families from sudden loss of income by ensuring they have a well-designed suite of personal insurance products in place. In its new document ‘People Need Financial Protection’, the ABI refers to the current ‘uncertain economic outlook’ and warns consumers against ‘a sudden [...]
Where there’s a will – sorting your inheritance planning
Wednesday, July 15th, 2009As the old saying goes, where there’s a will, there’s a relative – and arguments relating to inheritance can cause conflict and bitterness that can break even the most close-knit of families. At the very least, an outdated or badly-written will can fail in its primary objective: to ensure a smooth inheritance process. All the more important, therefore, that [...]
Financial planning – The large print giveth, the small print taketh away
Friday, June 12th, 2009In the labyrinth of financial planning, each step we take can present a hidden pitfall, a devil buried deep down in the detail. Here is our mixed bag of hidden surprises – every nugget of wisdom can contain its own dark secret! We know that making a will is an essential part of our financial [...]
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