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Where Taxpayers and Advisers Meet

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by JenB3102
Wed Dec 04, 2019 12:59 pm
Forum: Savings & Investments, Pensions & Retirement
Topic: Please help! Tax on With Profits Fund??
Replies: 3
Views: 594

Re: Please help! Tax on With Profits Fund??

Thank you both so much, that puts my mind at rest a lot. I'll have a read of those docs. He has continuing healthcare due to his poor health (Parkinsons among other things) so hopefully the care costs shouldn't get too out of control but there's lots of other stuff I need to sort. I'm leaning toward...
by JenB3102
Mon Dec 02, 2019 7:58 pm
Forum: Savings & Investments, Pensions & Retirement
Topic: Please help! Tax on With Profits Fund??
Replies: 3
Views: 594

Please help! Tax on With Profits Fund??

Hi there, really hoping you can help as I'm starting to panic a bit. I'm sole deputy and executor for my elderly dad's estate (he's 89). He's in care now and I'm trying my best to make sense of things as I need to report back to the court of protection and do my best to manage his affairs. I've foun...

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