Countrywide LFA

17/10/2022

It doesn't need to be 'blunt' but an open chat between unmarried couples about their financial arrangements for inheritance is good advice. If you want to discuss the impact inheritance tax could have and put plans in place, then give us a call and arrange an appointment.

13/09/2022

It may be in a TV soap opera, but families all over the UK are faced with diagnosis which make them 'get their affairs in order' everyday. Lasting Power of Attorneys (LPAs) for both health and wealth are key parts of this, allowing you to place a loved one in charge of our affairs if you become incapable to carry out your wishes for yourself.
The soap demonstrates the decisions to be made and forms to be completed, but you don't need to do it alone, we can help you through this process - just give us a call or drop into our office to make an appointment.

ITV has revealed when Emmerdale will return to schedules after it was cancelled due to the Queen’s death. The soap was taken off air on Thursday after the Monarch’s passing. Thursday’s episode aire…

04/09/2022

The Telegraph discusses the impact on the society as the baby boomers hand down their wealth through inheritance. With £1.2 trillion due to be inherited, that's a lot of inheritance tax (IHT) - a tax efficient financial plan can help to ensure your loved ones receive as much as possible.

Children of Baby Boomers are due to inherit £1.2 trillion from their parents, making society more unequal than ever before

08/08/2022

The Express warns of financial pitfall for co-habiting couples, without legal status (marriage or civil partnership), when it comes to inheritance tax (IHT)

MILLIONS of couples could find themselves paying inheritance tax twice after falling foul of a 'harsh' and outdated rule.

18/05/2022

The amazing Deborah James, A.K.A. Bowelbabe, has created a fantastic legacy for research and listed her wishes, including the request for her husband not to "marry a bimbo", for when her time runs out.
If she has inspired you to get your plans and wishes in order, we can help you with your Will and Lasting Power of Attorneys (LPAs) - just give us a call or pop into our office on Lytham High Street to arrange a chat with our advisor.

Please support Bowelbabe Fund and Deborah James for Cancer Research UK, raising money to fund clinical trials and research into personalised medicine for cancer patients and supporting campaigns to raise awareness of bowel cancer.

01/03/2022

If you need any assistance with your plans, we're here to help.

All you need to do – from writing a will to inheritance tax and insurance

17/02/2022

What did the pandemic teach us about our plans for the future?
We discuss what we have learnt over the last 2 years, after what we never really thought would happen actually did.

With lockdowns, inability to see loved ones, no gatherings, no close contact and the impact on people’s health, what have we learnt from this pandemic? Here are our thoughts on what it taught us about your legal and financial plans.

26/01/2022

From yesterday's i:
"HMRC revealed today that £4.6bn was paid to the Government between April and December through inheritance tax (IHT), a £600m increase on the same period a year earlier."

It's all about careful tax planning to ensure your loved ones inherit as much of your estate as possible - talk to us about how.

Inheritance tax receipts rose between April and December 2021 according to new data from HMRC. As families pay more to the Government’s coffers, the i explains how these costs could be reduced.

20/01/2022

The Express' "Inheritance tax warning as your costs could ‘spiral out of control’ without a Will" article makes interesting reading. If it makes you consider getting a Will in place, we'd be happy to help.

AN INHERITANCE TAX warning has been issued to Britons, whose costs could "spiral" if they do not write a Will for after their death.

24/12/2021

We wish you all a very Merry Christmas! 🎄🎅

22/12/2021

If you'd like to make the most of the inheritance that you are leaving and make it more tax efficient, then get in touch, we'd be happy to help.

The Chancellor's mission to rake in more appears to be coming to fruition, and looks set to be bolstered further next year with national insurance bills going up.

02/12/2021

The Government have revealed their plan to fund the cost of care in the future - do you have your plan in place?

Ministers say how they want to spend extra money - but are accused of failing to fix immediate problems.