Financial
Advice and experience to help you support and protect your parents and their rights.
How to Manage Overseas Assets After A Loved One Passes Away
Collaborative Post The loss of a loved one is always difficult. When that loss is complicated by overseas property, bank accounts, investments, or company shares, the legal and administrative burden can feel overwhelming. Many families are surprised to discover that assets located in another jurisdiction cannot simply be accessed using a local grant of probate. […]
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Setting up a business after 65 – some essential advice
Collaborative Post Starting a business over the age of 65 can feel challenging. The term “grayprepreneurship” is often thrown around for seniors who get into starting businesses. But what do you really need to do to make it a success as you’re getting older? Obviously you’re going to have to work in a different way […]
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Why silver marriages are important for inheritance tax planning and pensions
We hear much about silver splitters – couples who reach retirement age and realise that they don’t wish to spend their remaining years together. For some of those splitters, the new future involves a new partner. But while the original couple may have been planning pension provisions for most of their working lives, the change […]
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Can energy providers help us stay warm this winter?
It’s early January and it’s cold here in the UK. Nothing compared to other parts of the world, but we struggle with dealing with it because we have to be prepared for all sorts of weather. Only a few months ago we were wilting under higher than normal temperatures, followed by weeks of downpours. So […]
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Financial Planning in your 50s and Beyond, Building Security for the Years Ahead
Collaborative Post Getting older changes the way you look at money. The focus changes from growing wealth to actually protecting it and making sure that it is going to last for many families. The years after 50 are when financial stability becomes even more important. You may be thinking about things like retirement, helping out […]
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Costs to Factor in When Buying a House
Collaborative Post Securing a mortgage and saving for a deposit are monumental achievements on your journey to homeownership. With the biggest financial hurdles seemingly cleared, you might feel ready to start browsing for furniture. However, the final sale price is often just the starting point. A range of other essential, and sometimes surprising, costs emerge […]
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Are you prepared for the probate process?
Families and friends can face daunting challenges during the probate process, according to research recently carried out by The Estate Registry. While we might expect that there are well-oiled systems to help us through the probate system, this is generally not the case. Those seeking probate today are likely to be challenged by issues such […]
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How to Make Inheritance Easier for Your Family
Collaborative Post Talking about inheritance isn’t easy because it’s really one of those subjects that people tend to put off for someday in the future, but when the time finally comes, not having a plan can make everything much harder for the people left behind. Inheritance can be complicated even in straightforward circumstances, and when […]
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4 Important Financial Planning Tips
Collaborative Post If you want to make sure that you feel genuinely ready for the future, there are all sorts of ways of doing so, and it’s something that you should be able to approach in a lot of different ways. The truth is that a big part of this is always going to be […]
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Who will receive Winter Fuel Payment in the UK in 2025 and how?
As with the Covid booster, there’s currently confusion about who is eligible to receive the Winter Fuel Payment this autumn. That’s because the rules have changed since 2024, and in the case of the Winter Fuel Payment, they have changed twice – and will change again in the future. Here’s an explanation of what the […]
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