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Managing Money
Information Portal
I want to give money to my family, friend or a charity. What do I need to know?
Many people decide they would like to make
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How can I gift money without worrying about inheritance tax? And how do gifts affect my Lasting Power of Attorney?
The following gifts may be made without
...
Two steps you can take to avoid leaving your loved ones waiting for probate
Are you or your family experiencing lengthy
...
How to prevent an older person being the victim of predatory marriage
Predatory marriage is one in which one party
...
What is a trust, and why do I need to register it in the UK?
A trust is a way for someone who owns
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Estate tax returns on death: what do executors need to do?
Obtaining a Grant of Probate or Letters of
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Getting married? Protect your family business with a pre-nup
You’re getting married! Congratulations! This is an exciting time...
Things to consider before setting up a discretionary trust
If you already have, or are considering, a
...
How do I register an Enduring Power of Attorney in England and Wales?
Although it has not been possible to make a new ...
I’d like to give money to my family or charity before I die. What’s the best way to do this?
Here are some of the most common questions from our clients about how...
What are the tax implications of investing in cryptocurrency?
Most of us lead lives that are heavily digital. We think nothing of...
Safeguard your business with a Lasting Power of Attorney
Most people understand that a Lasting Power of Attorney (LPA) allows...
I’m looking after my aunt’s estate, and realise she failed to disclose rental income on her old home. What should I do?
Your late aunt appointed you as the personal
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Finding the right care home: top five considerations
If you have a relative going into residential care, there are a...
Should I make an Advance Decision (Living Will)?
None of us likes to face the prospect of becoming incapable due to...
What is a family constitution and why do we need one?
If you have a family business, it may be useful to have a family...
Can I use a trust to avoid care fees?
The cost of care can be extremely daunting and you may be concerned...
What to do if you’ve been appointed an attorney under an LPA
If you have been appointed attorney under a friend or relative’s ...
Child trust funds: do you need to act now?
Thousands of child trust funds came into the control of 18-year-olds...
Are you a client of Universal Wealth Preservation?
STEP has received an unprecedented number of enquiries regarding Mr...
What is a Property and Affairs Lasting Power of Attorney, and how do you use it?
A Lasting Power of Attorney (LPA) is a legal document that allows you...
What is an Enduring Power of Attorney (EPA) and how is it used?
It is good practice for people to set up a legal safeguard so that,...
I am worried that a trustee has mismanaged my trust fund. What can I do?
Trustees are appointed to safeguard funds in a trust, and are...
What should I look for when choosing a trustee?
If you’re thinking about setting up a trust, either to take effect...
How is Capital Gains Tax charged on death?
When someone dies their estate is valued for [simple_tooltip...
Can the courts make a will for someone who doesn’t have mental capacity?
In England and Wales, the Court of Protection has the power to make a...
What is a deceased estates notice?
If you’re acting as the executor of a will, before you distribute...
Should I change my Enduring Power of Attorney to a Lasting Power of Attorney?
In England and Wales, Enduring Powers of Attorney (EPAs) were...
I am unhappy with the personal representatives administering an estate. What can I do?
As a beneficiary, you have the right to challenge the personal...
Could my will be challenged by friends or relatives after my death?
Under the laws of England and Wales, an individual has complete...
Giving to charity: what is Gift Aid and how does it work?
Many people give to charity during their lifetime, as well as...
What is a discretionary trust, and when would you use one?
A discretionary trust means trustees have the discretion to decide...
Do I need to declare my cryptocurrency to HMRC?
There is currently widespread uncertainty about the tax treatment of...
How can I leave my pension to the person I choose?
It’s easy to think that everything you own will be distributed...
Powers of attorney in Scotland
A power of attorney is a legal document appointing trusted persons...
What is the Residence Nil-Rate Band?
The Residence Nil-Rate Band (RNRB) is an additional allowance for ...
HMRC is investigating me. What do I do?
HMRC’s powers enable it to check whether your tax returns are...
Why is HMRC investigating my deceased relative’s tax affairs?
When a person dies, their relatives have to deal with the...
I made a mistake on my tax return; what now?
Mistakes are part of life. No one likes to make them and it always...
Can you change a will after someone has died?
Following the death of a friend or loved one, it may be necessary or...
Coping with care costs – Northern Ireland
Like many people, you may be concerned about the potential impact of...
How do I make an Enduring Power of Attorney?
While the benefits of drawing up a will are widely known, making...
It’s never too soon to make a will
What have you got planned for later life? A cruise might be nice, or...
Who should be executor of my will?
An executor deals with the instructions in your will when you die and...
Protected: What is capital gains tax?
If you sell a property, other than your main home, or an asset
...
What are my duties as executor?
If you have been informed that you are an executor, then sadly that...
How can I make sure my disabled child is provided for when I die?
Providing for our loved ones when we die is one of the most...
Things to consider when making a will
It’s very easy to put off making a will. No-one likes to think...
The risks of not making a will
It’s very easy to put off making a will, as no-one likes to face up...
The myth of the ‘common-law marriage’
Many people believe that there is such a thing as a ‘common-law...
Should we own our home as joint tenants or tenants-in-common?
In England and Wales, when you buy a home with a second person you...
I have been given power of attorney, what does this mean?
If someone you are close to is planning ahead, getting older, or has...
I don’t believe it! Common excuses for not making a will
I have been working as a solicitor for more than 30 years. With every...
Getting divorced? Make sure you review your will
With all the other issues to think about when going through a...
Don’t forget your digital assets
One of the first things you need to do before writing a will is to...
Can I really use a trust to avoid inheritance tax?
Trusts are occasionally seen as devices to avoid paying tax. In...
Can I leave everything to charity in my will?
Many people choose to leave money or other assets to charities when...
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