News & Views

Equity Release – a good idea or not?

Equity release, where a person aged 55 or over is able to release cash from their home and continue living there, seems to be very much back in favour.  The money may be taken as a lump sum or in several smaller amounts or both.  In simple terms, the home owner retains ownership of their …

Equity Release – a good idea or not?

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Cohabiting siblings could win same treatment as married couples

This month Prime Minister Theresa May announced that heterosexual couples will be able to enter into civil partnerships, giving them substantial tax benefits. It could open the way for cohabiting siblings to also receive the same treatment, pending a proposed change in the law. Ms May’s announcement follows a Supreme Court ruling in June this …

Cohabiting siblings could win same treatment as married couples

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Don’t be a Rik Mayall…

Rik Mayall, comedian and actor, did not have a valid Will in place when he died in June 2014.  He died “intestate” meaning his £1.2 million estate could have paid inheritance tax which could have been avoided with the right Will in place.  Under the intestacy law, a significant part of Rik’s estate, as a …

Don’t be a Rik Mayall…

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Funerals: to plan or not to plan

Funeral planning is a subject most of us veer away from.  However some spend a great deal of time planning. News this week has hi-lighted the Co-op’s plans to offer a cut price funeral (click here for article).   I arranged such a funeral for a client – a cremation without any form of service or …

Funerals: to plan or not to plan

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Co-habitation- it can make you poorer

Beyond the stark warnings of the recent BBC article  highlighting the challenges faced by unmarried couples in life, they are also at a serious tax disadvantage post death both in terms of how the estate is shared if their partner dies without leaving a Will (they have no automatic claim on assets solely owned by …

Co-habitation- it can make you poorer

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Alliot Group German Circle

Nicole Marmor and Geraldine Fabre part of the firm’s international team recently attended the annual German Circle meeting in Zurich of the Alliott Group of which Sherrards are one of the UK members. This year’s meeting focused on company guarantees and securities but also on the EU Data Protection Regulation which will become law on …

Alliot Group German Circle

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