Amy Lloyd Archive

3 in 5 Britons do not have a will

Eighty-five per cent of people between the ages of 25 and 34 admitted to not having a will, as did, somewhat surprisingly, as many as 61 per cent aged between 45 and 54, and 31 per cent aged 55 and over.

What to do if your relative dies with assets abroad

A second home in the UK presents administrative and logistical challenges but at least within a familiar tax and legal regime. These challenges escalate with a foreign property, particularly in relation to succession law and tax issues. In both France and Spain there are fixed succession rules whereby local law provides for an automatic entitlement of a certain proportion of your estate to your children, unlike English law which allows you to leave your property as you wish.

Making provisions for your family’s future

In the words of Benjamin Franklin, "nothing can be said to be certain except death and taxes". Ensuring your family’s financial security in the event of your death (often known as estate planning) means planning for these two certainties. Although it is a subject that has limited appeal for most of us, forward planning is the only way of guaranteeing tax-efficient arrangements for the benefit of your family.

Protect your family's money from business insolvency

Company and personal insolvency is a growing threat in these economically turbulent times. Customers unable to pay bills, a drop in demand for products or services and a cooling property market are all factors that can undermine a business’s financial stability. In these circumstances it pays to try and ring fence family money and bequests from the hands of the receivers or other creditors through estate and tax planning.
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