Author Archives: Shelley McCarthy

Nobody likes to talk about death. This is why you must.

Something we always recommend to our clients is to make a will. Having a valid will in place makes so …

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Bailing out financially independent children

A common theme on this blog is the plight of the sandwich generation; those people sandwiched between the financial demands …

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Generation Inflation debunks silver inflation phenomenon

We all experience price inflation differently. The official inflation figures, published each month by the Office for National Statistics, provide …

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Do you trust your children to pass on an inheritance?

Financial planning across different generations can pose some tricky challenges, with family dynamics often throwing a spanner in the works …

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Financial implications of losing a partner

None of us like to think about losing a partner, despite how serious the financial implications of such an event …

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Grandparents & the education economy

Grandparents are playing an increasingly important role in the education economy, contributing £6.4bn each year towards the private education costs of …

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It pays to be an early ISA investor

We often think of the end of the tax year as ‘ISA season’ with last minute tax-efficient investments, but it …

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What steps are you taking to pay less inheritance tax?

What steps are you taking to pay less inheritance tax? According to new figures published by the Office for National …

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Important considerations for Personal Savings Allowance

6th April 2016 sees the introduction of the new Personal Savings Allowance. It will mean that 95% of savers are …

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Big increases to grant of probate fees

New proposals from the Ministry of Justice could result in big increases to grant of probate fees, resulting in millions of …

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