Tower Street Finance – a quick, reliable and flexible experience

Tower Street Finance was able to offer a speedy and efficient service to an IFA and solicitor for a case where a large Inheritance Tax bill was due within days, with no means to pay. The deceased had left a complex estate to manage with commercial assets plus several properties both in the UK and […]

Assisted dying could be legalised in Jersey

Politicians in Jersey have voted to approve the principle of legalising assisted dying. A debate on the subject of assisted dying was initiated after 78% of the citizens’ jury, made up of Jersey islanders, ruled it was in favour of changing the law. The overall vote which was 36 in favour, 10 against and three […]

MPs back changes to social care cap

Boris Johnson has succeeded in MP backing of his social care cap for England, despite opposition from within the Conservative party. The government has won a vote in the House of Commons, with a majority of 26, to make changes to social care cost cap proposals. The proposals have however been widely criticised because they […]

More blended families seeking succession planning advice

New STEP research shows dramatic increases in modern, complex families seeking wealth and succession planning advice. Nearly two thirds (63%) of wealth and succession planning advisors say that complex, cross-border, mixed-ethnicity and cohabiting families now make up a meaningful proportion, or in some cases the majority, of the families they advise. The finding is part […]

Everything you need to know about Trusts and Taxation! Foundation Course – Part 2

This course looks in detail at different types of Trusts and the most appropriate Trust tailored to your client’s needs, securing their financial future and protecting the interests of beneficiaries. Following the introduction of the Residence Nil Rate Band, this course also talks you through everything you need to know about how these changes affect your clients planning, and how our unique […]

37% of Brits think differently about wills since the pandemic  

Newly published research from Legal & General uncovers the UK’s changing attitude towards will writing. The report, which surveyed 2006 respondents in October, reveals that the COVID-19 pandemic has significantly impacted people’s attitudes towards, and reasons for, writing a will. Back in March 2020, the search term “will writing” peaked at 11,000 searches per month, […]

Collaborative thinking – with WillSuite

WillSuite are huge advocates for collaborative thinking, forming the right partnerships and for education. Group Head of Growth – Tom Stansfield helped to launch the College of Will Writing during his tenure with The Society of Will Writers and strongly believes in self-development and knowledge being the key to success for any professional. Over the […]

Estatesearch strengthens management team with three new hires

Estatesearch, specialists in simplifying and accelerating due diligence in estate administration, has appointed three new members to its management team. Emma Baddaley has come on board as Strategic Relationship Director, Ollie Wright joins as Relationship Manager – Financial Institutions, while Mandy Hawkins has been appointed Operations Manager. As Strategic Relationship Director, Emma will use her […]

IHT receipts up over 1/2 billion pounds

HMRC figures show a £0.6bn increase in inheritance tax (IHT) receipts in the first half of 2021/22 than in the same period a year earlier. £3.6bn in IHT was collected between April and October 2021, a 20% increase on the same period a year earlier. Receipts were higher than expected in October 2020, November 2020, […]

Property wealth worth more than the average pension pot

New analysis from Legal & General Finance reveals that nearly half of homeowners in England and Wales could access more funds from property wealth than the average pension pot. The report, which analysed local house price data from the Office for National Statistics (ONS), shows that homeowners in 53% of areas in England and Wales […]