7 Year Gifting Rule
Did you know there was a 7 year gifting rule ? You can give away absolutely as much as you like when you like, there is nothing to stop you. If you live for 7…
Writing your own Will
Write your own Will is this a good idea. Are you a legal expert ? Do you understand the taxation system ? Will your document stand the test of time ? There could be a…
Capital Gains Tax
Capital Gains Tax is possibly something you think you wouldn’t have to concern yourself about when you’re discussing things with a Will writer. However even though Capital Gains Tax does pass with you and therefore…
iPhone Legacy
iPhone users do you want to set up a feature that will help your family in the future. Do you want to give access to your phone to a family member or friend after you…
Kids – Wrong
Leaving your estate to your children when you pass. Fantastic. Please give me a call so we can discuss the options to make sure you’re leaving it in the right way. …
Trust Registration
In September 2023 there was a significant change to the way trusts were regulated. It brought back the need for them to be registered so that the government can track the amount of funds in…
Professional Trustee
Why bother with a Professional Trustee ? The most obvious reason is that it is their job to keep abreast of regulatory and tax changes that could affect your trust. Many Trusts see irregular activity, …