Why we all need a Lasting Power of Attorney and the facts you should know about this important and powerful document.
We discuss reasons why you should share your portfolio with your loved ones and other trusted parties, and how Auderli helps you do it securely.
Thinking about a future where we’re no longer around can be uncomfortable, and confusing estate planning only adds to the worry. We’ve put together this handy guide with everything you need to know before getting started, to give you peace of mind.
You’ll be surprised how many people haven’t made a will. Here’s 5 of the most common reasons to make a will online.
It can feel like a mammoth task, so in this beginner's guide we aim to answer your most frequently asked questions and concerns about creating a will.
Staying in control of your finances is difficult, especially when you’ve got pensions scattered across different providers. Find out everything you need to keep your retirement savings on track.
For families in the UK, inheritance tax (IHT) can have a significant impact on the wealth passed down to future generations. However, there is an effective way to transfer wealth that not only eases this financial impact but also brings broader economic benefits: gifting through surplus income.
The process of probate can be complex and overwhelming, especially when it comes to record-keeping. Executors must retain key documents long after an estate is settled, as HM Revenue and Customs (HMRC) can request to review these records for up to 20 years after Inheritance Tax is paid.
As a tax adviser, I’m often asked about inheritance tax and how to reduce its impact. One of the reasons Auderli was created was to give people peace of mind, knowing that everything is organised should the worst happen, while also ensuring they receive the best advice during their lifetime.
Many people avoid talking about death, but addressing it early brings real benefits while you’re still alive. Probate—the complex, time-consuming process that begins after someone passes—can place a heavy burden on your loved ones if you're unprepared.
As more of my accountancy clients use Auderli to organise their information, it's prompted questions about their wills —some don’t have one (similar to 60% of UK adults), while others realise theirs needs updating. With Free Wills Month underway, it’s a great time to emphasise the importance of an up-to-date will and explore available resources.
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