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    Article Category

    Monthly Archive for: "September, 2019"
     LPA safeguarding in practice – a case study

    LPA safeguarding in practice – a case study

    September 27, 2019

    In our last article, we introduced you to John Smith. John had a complex estate and had decided to put a Lasting Power of Attorney in place so that someone he trusted could look after his [...]

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       All good things come to an end…..or perhaps not entirely….

      All good things come to an end…..or perhaps not entirely….

      September 18, 2019

      It is an appropriate time to announce that after 20 years on the road it is time to call a halt to the many miles I travel in the course of a year to see you all. I am sure the climate will [...]

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         Personal Representatives: Caught in an Inheritance Tax Trap

        Personal Representatives: Caught in an Inheritance Tax Trap

        September 17, 2019

        Generally, PRs distribute the estate once they have paid all the IHT due, or set aside sufficient assets to satisfy any such liability.  If values have not been agreed, the PRs should be generous [...]

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           Private use and liveries – pay the market rate and save IHT

          Private use and liveries – pay the market rate and save IHT

          September 13, 2019

          Many farmers and equine businesses own private horses and it is often a matter of debate as to how the private use is treated in the Accounts and tax computation. As always there are tax planning [...]

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             Are we measuring the right things in our firm?

            Are we measuring the right things in our firm?

            September 10, 2019

            Most firms still produce monthly management information in a very traditional way, showing the profit and loss account for the month and year to date and the month end balance sheet. While this [...]

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