by BTWC Ltd | Mar 25, 2015 | Estate Planning Insights
A week has passed since the latest budget announcements and the last before a national election. Now the dust has settled and we can assess the impact over our 1p cheaper pint of beer. In amongst the headline grabbing pension lifetime allowance changes and ISA...
by BTWC Ltd | Feb 25, 2015 | Estate Planning Insights
Planning ahead as a business owner is absolutely essential for clients in order to ensure the enterprise they have developed and grown over the years becomes the legacy they wish it to be. Whilst business owners make lots of plans regarding the direction of the...
by BTWC Ltd | Feb 16, 2015 | Estate Planning Insights
More often than not, most people have death-in-service benefits through their employment or death benefits via their pension scheme. These benefits are generally given to the surviving spouse or partner so are not treated as assets of the deceased’s estate. However,...
by BTWC Ltd | Jan 28, 2015 | Estate Planning Insights
Do you have clients who can’t quite see the value in making a Will? Are you yourself up to date with the consequences of not making a Will i.e. the Rules of Intestacy? The changes to the Intestacy Laws enacted on 1st October 2014 mean that for married couples and...
by BTWC Ltd | Jan 26, 2015 | Estate Planning Insights
Often, we are asked how best to approach the subject of Estate Planning with clients - after all it can be a sensitive and personal subject to tackle. In our experience, highlighting to clients that they have assets in the first instance is a great starting point. If...
by BTWC Ltd | Jan 19, 2015 | Estate Planning Insights
The FT have reported that the government could consider imposing restrictions on a key tax relief used to shelter money from inheritance tax after the next election. This is in addition to suggestions that a Conservative government may increase the threshold at which...
