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Over 50s MoneySaving
Archives for May 2021
Discussion List
Do I _really_ need a lawyer to write a will?
I think it is about time I updated my will and am wondering if I really need a solicitor? Can you teach yourself using online resources and save £150-200?
How much to spend/ how much to keep in case of care costs?
Following the interesting thread on how much to live on in retirement, I am thinking about the next stage. Retired already for 14 years and with a comfortable but not lavish pension income, we would only dip into savings for major expenditure, either in emergency or by choice, eg private medical treatment. We are currently…
Inheritance tax house value ?
when reporting the value of the estate for inheritance tax calculations and there is a house that falls within the gift with reservation rules, is it the value at the time the gift was made or when the gifter passed away?
Wills and Flexible Family Trust
My husband and I who are both in our mid 60’s, are in the process of moving and we are interested in setting up a Flexible Family Trust to avoid our home being sold to pay for care fees should we require them later on in life. Our family home and all our other assets are valued at around £500,000. Although successive…
Keeping two health policies going
Hello I couldn't find a health insurance section, so if this is wrong, feel free to move please :smile: I had very serious cancer when in my 20s. I've been in remission for thirty years. I've had Bupa insurance since before my cancer bout, but didn't use Bupa for any of the cancer treatments.I've just been offered…
Is there a 'good' way to release home equity
I have a distant relative who is retired and living in his mortgage free property. He's not broke but could be enjoying his retirement more with an increased disposable income - couldn't we all! He has no close relatives and as far as anyone can tell is planning on leaving his (£400K plus) property to charity. He insists…
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