How are You Doing with Getting Your Affairs in Order?

How are You Doing with Getting Your Affairs in Order?

The focus of my book ‘Your Last Gift – Getting Your Affairs in Order’ is a series of flexible downloadable Excel spreadsheets available from the website to which the purchaser is given a link. This is in the form of five Appendices to the book, as follows: • Personal...
Relationships

Relationships

Each of us has a variety of relationships, whether within families or with friends. Especially as you get older, you can be intentional about time spent with family and friends, with providing for family (insofar as you can) perhaps definitely a priority. Sometimes...
Inheritance Tax (IHT) Planning

Inheritance Tax (IHT) Planning

The first thing to say is that this is very much a specialist subject, so do get proper professional advice before you do anything. Second, I always used to say to clients (and now remind my wife and myself) that you should not give away too much to your children (or...