u/FireHandle

▲ 0 r/FIREUK

Hi all,

In a hypothetical world where my assets collectively were to amount to £3m in present value. £1.5m in pension, rest across other investments and properties.

If I wanted to do the best by my children, how can I ensure that they won’t have to pay huge sums of IHT?

I will live off of my pensions interest which will be sufficient for me.

Where do I look? What words do I need to search up online? What rabbit hole do I need to investigate more. I am not looking to pay for a financial planner as all knowledge should be available to all.

I am 25 years away from private pension retirement and this is modelled off of that, not state pension age. Obviously it’s hypothetical and I am piss poor but slowly and steadily working against the model.

Appreciate the insights. I utterly despise having to pay taxes on hard earned money, so any suggestions are welcome. I will obviously deploy basic methodologies such as gifting large chunks of stocks and share isa at 57 and pray that I am not dead within 7 years.

Thanks all

P.s. I don’t have children yet.

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u/FireHandle — 18 days ago

Buying a leasehold flat in London and solicitor has raised a couple of lease issues — would appreciate some quick views:

Lease doesn’t have a mortgage protection clause
→ Solicitor: vary lease or get indemnity
→ Seller: won’t vary or pay

Lease doesn’t have a mutual enforceability clause
→ Same answer: vary or indemnity
→ Seller: won’t pay

I’m buying with ~60% mortgage (HSBC). Waiting on solicitor to confirm if lender actually requires indemnity for the first one.
Flat was already reduced by £5k recently so seller is basically saying take it or leave it.

Also my conveyancer’s terms say:
They may recommend indemnity insurance
They’ll charge an admin fee + VAT for arranging it
Any extra legal work (e.g. deed of variation) is charged additionally (hourly rate £450 + VAT)
So I’ve got unclear costs + seller refusing to contribute.

What would you do:

  1. Just a pay for one/both indemnities and move on
  2. wait for my conveyancer to check with HSBC and not worry about the second one
  3. Push back on seller again
    Or walk away
    Anyone dealt with these exact lease issues before + what did you actually end up doing?
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u/FireHandle — 23 days ago