News & Resources
The perils of deliberate deprivation and why a cashflow plan matters
There are many legitimate reasons why people may want to make large gifts: for example, inheritance tax planning, supporting family members or ‘balancing up’ previously unequal gifts to family. When planning gifts, it is important that individuals take advice and document objectives and the effect of the gift, which can help protect them from an accusation of ‘deliberate deprivation’ in the future. Cashflow planning can help in this instance
The challenges of the Sandwich generation
Children growing up and sitting exams; parents requiring more care and attention; trying to keep your career on track – these are the challenges of the so-called ‘Sandwich’ generation. If this sounds familiar, it’s probably because you’re either already in this situation or you can see it looming on the horizon. It can be an extremely difficult time of life – and even more so if you have legal responsibilities to someone you love.
What is a financial plan and why business owners need one
A personal financial plan is the foundation from which you build your business plan. Business owners need to know what they must achieve from their business to deliver the lifestyle they are seeking.
Mental Capacity Act 2005 & Cashflow Planning
Cashflow planning and the 5 Principles of the Mental Capacity Act. Cashflow planning turns often complex calculations into a set of interactive and visually engaging infographics. Cashflow planning can be used to support vulnerable clients and help their appointed...
Are you meeting your safeguarding duties?
This blog was first published by Lawskills and has been replicated in part here, the original article is available on the following link https://www.lawskills.co.uk/articles/2019/05/attorneys-safeguarding-duties-help/ Are you meeting your safeguarding duties? In...
Safeguarding plays a vital role in LPA administration – a case study Part 1
This blog was first published by Lawskills and has been replicated in here, the original article is available on the following link https://www.lawskills.co.uk/articles/2019/08/safeguarding-in-lpa-administration/ Safeguarding plays a vital role in LPA...
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