Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

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Blog | Monthly Archives: April 2019

Changing your car? Need help?

Here at Yorkshire Prestige Car Brokers we understand that for many people, especially those who are elderly or who have little knowledge of how the motor trade works, changing their car can be a stressful experience.

Property in the European Union and your Will

Brussels IV is the solution to the forced heirship provisions, which can currently thwart the best laid plans of British Will-makers. However, what many people are not aware of is that the new rules will only benefit those British nationals who have taken appropriate action during their lifetime by drafting a new Will.

Inheritance Tax | A Case Study using income

Written under a simple family trust, the policy proceeds then cost-effectively compensates the beneficiaries for some or all of the IHT on death.

What to do when someone dies

Unfortunately, whilst coping with the trauma of someone dying, there are some practical things you need to do. This article deals with the key elements. Registering the death It is a legal requirement that the death is registered as soon as possible, certainly within 5-days in England. You can find the local Register Office at this […]

Have you made a will?

Over a lifetime we spend our time working hard to provide for our loved ones and making a Will ensures that when you die your estate – property, possessions, savings and investments – are shared according to your wishes. A Will is important for everyone but even more so if you have children, own property, […]

Accredited SOLLA Advsior