Proposed gifting allowances

The Office of Tax Simplification (OTS) has proposed a shakeup of the current gifting rules in what many are seeing as a well-disguised tax grab. Currently, you can gift as much as you like during your lifetime, only triggering a tax charge on death if you have given away more than £325,000 in the last

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September 30 , 2019 / Posted by Lissa Horton / General / No Comments

2 New Team Members

We are delighted to welcome 2 new members to the Client Manager team – Octavia Jaquiss and Alex Youngs. Octavia originally from Salisbury has had previous experience in the finance industry.  Now living locally, you may see her walking her dog Stanley. Alex has completed his Economics degree at Lancaster University.  A couple of years

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Thomas Cook collapse

Thomas Cook announced, in the early hours of Monday 23rd September, that it was to cease trading after last-ditch attempts to raise capital failed.  The company was the worlds’ oldest tour operator. Thomas Cook began his international travel company in 1841 with a successful one-day rail excursion at a shilling a head from Leicester to

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August 9 , 2019 / Posted by Lissa Horton / General / No Comments

Becoming an executor

It’s not a pleasant topic for a family get together, but it’s one that needs addressing before it is too late.  What happens to your parent’s estate when they pass away? Children over the age of 18 are often asked to be executors for their parent’s wills.  Unlike a witness to the will an executor

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