Estate Planning

Developing Your Financial Wellbeing

Developing Your Financial Wellbeing

Understanding what financial wellbeing really means is a crucial part of why we do what we do here at Manse. Only when we really understand what you want to achieve in life can we then formulate a tailored financial plan to get you there.

What We're Reading: The Simple Path To Wealth

What We're Reading: The Simple Path To Wealth

Our recently recommended book ‘The Simple Path to Wealth’ is a great educational tool for people of all ages and all investment experience, which provides guidance on attaining financial independence in the future.

Increase in Probate Fees for the Estates of Many

Increase in Probate Fees for the Estates of Many

Get familiar with the increase in probate costs, coming into effect April 2019, if you are in the unfortunate position of organising the estate of loved ones.

Your Family Not The Taxman

Your Family Not The Taxman

Our latest blog series explores the complexities of Estate Planning in order to provide you with a concise overview of the fundamentals. Following our previous blog ‘Your Money not the Taxman’, we break the subject down further.

Financial Planning in your Forties

Financial Planning in your Forties

The forties is a crucial decade to take a step back and make sure your finances are on track to meet your goals. Have you planned for the future?

Your Money not the Taxman

Your Money not the Taxman

There’s a lot written about inheritance tax (IHT) planning and much of it is useful and reasonable. There are clever schemes that involve gifting money, investing in particular share classes that qualify for certain reliefs, complicated products from life companies, and a plethora of different trust arrangements available directly from Solicitors. However, although these schemes work, before you engage in them you should firstly consider more simple solutions, some of which I have set out below.

Are You Entitled to a Refund of Court Fees for Registering your Power of Attorney?

Are You Entitled to a Refund of Court Fees for Registering your Power of Attorney?

You may be entitled to a refund of Power of Attorney (POA) registration fees, be that for your financial affairs or your health and welfare, if it was registered with the Office of the Public Guardian (OPG) between April 1st 2013 and March 31st 2017. This is due to the OPG reducing their operating costs as more people register and subsequent efficiency improvements.

Transferable Residence Nil Rate Band (RNRB)

Transferable Residence Nil Rate Band (RNRB)

Nick Crabbe, a financial planner and director with Leeds financial planning firm Manse Capital has been talking to HMRC about whether the new Residence Nil Rate Band is transferable and this is the response he received from Danka Wigley in it’s IHT Policy Unit.

Philanthropy: Planning to Make a Difference

In this issue, Pippa Oldfield, a Financial Planning Analyst with Leeds based financial planning firm Manse Capital looks at the opportunities available for philanthropic giving.

Overseas Wills and the August change in EU regulations

Overseas Wills and the August change in EU regulations

Buying an overseas property is probably the most exciting thing that you will ever do. The prospect of holidays to come, or even moving abroad, is a very enticing prospect for many people and when you do it, you probably can’t wait to go out to your new property. However, it does make sense to take a step back and think at this stage about who you want to inherit from you, as arranging things now can make a big difference not only in terms of making things easy for your heirs, but also in terms of reducing tax...