How to Avoid Common Probate Mistakes
If you have been tasked with the role of executor or estate administrator, you may be tempted to go ahead and undertake everything yourself. For the simplest estates, and for those who are familiar...
View ArticleHow to reduce inheritance tax on residential property
How to reduce inheritance tax on residential property Inheritance tax raises a huge amount of money for the government and last year, a record-breaking £7 billion was collected, a rise of £1 billion...
View ArticleHow to Organise Your Tax Documents
When it comes to the documents you need for your Self-Assessment or Corporation Tax returns, it is good practice to organise and maintain them in an orderly fashion to help you and your accountant and...
View ArticleWhy has the cost of living increased in the UK?
Shoppers couldn’t quite believe their eyes when UK supermarkets put security tags on 1kg packs of Lurpak butter last year because it had become a high-value item with the price reaching up to £9.35...
View ArticleFinancial Market Commentary – First Half 2023
Simon Lewis, CEO of Partridge Muir & Warren, provides a summary of what has happened so far in 2023 from the perspective of global financial markets. He also explains some of the themes influencing...
View ArticleSetting up a Trust for Your Children’s Education
A trust can be a helpful and tax-efficient method of investing for your children’s future education. Setting up education trusts for children is not a complex task, providing you seek professional...
View ArticleFiduciary duty: why it matters when choosing a financial adviser
When it comes to finance, anyone making decisions about another person’s money, such as a bank, wealth manager, or financial adviser, has a fiduciary duty and this means that they must act in the best...
View ArticleThe benefits of charitable giving in wealth management
Making any kind of charitable gift during the tax year, from sponsoring somebody doing a marathon to a larger sum of money gifted to a cause that is close to your heart, can reduce your tax...
View ArticleSetting up a trust for estate planning
Trusts have been used as a means of financial planning for centuries and go back as far as the Middle Ages. They are a way of ring-fencing assets in a place where they can be managed by one person or a...
View ArticleUnderstanding probate valuation and asset distribution
Upon your death, the executors of your will or administrators of your estate will often need a grant of probate or a grant of letters of administration before they can collect and then distribute any...
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