Samantha specialises exclusively in advising charities, education providers, social housing providers and other not-for-profits.
Andrew is a financial adviser within Bond Dickinson Wealth Limited and joined the firm in 1999, having previously been with accou
Enduring Powers of Attorney (EPAs) and Lasting Powers of Attorney (LPAs) are legal documents by which you appoint one or more people (attorneys) to manage your affairs on your behalf. These types of powers of attorney are very important if you become unable to deal with your affairs yourself.
Simon is a senior manager in the private wealth team and has been working there since it started providing investment advice in 1
Recent independent research has revealed that there is a gulf between, on the one hand, the need for philanthropy advice and, on the other, the provision of such advice by the traditional professions. This can leave many clients struggling to find good advisers to work with on this important area of their affairs.
Colin began his career in tax and by 1987 he was a tax manager with EY.
I am often asked by clients whether Agricultural Property Relief (APR) is still relevant, and how useful it is as an Inheritance Tax (IHT) relief when Business Property Relief (BPR) at the full rate of 100% is potentially so valuable an estate planning tool.
A graduate in statistics, Roy has 30 years’ experience in financial services.
Transferring wealth to a spouse who isn't a U.S citizen can create complex gift, estate and generation-skipping transfer tax challenges. Such transfer tax issues require careful planning, as well as a clear understanding of the differences in how citizens and non-citizens are taxed.
Greg is a Chartered Financial Planner and Fellow of the Personal Finance Society and Chartered Insurance Institute.