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Personal Planning

Jargon busting – Wills

You have decided to make your will. You’ve met with your solicitor, discussed your needs and received advice. You then receive your will to review, but find it contains words you may not fully understand.

29.7.2024Read more...

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Open your mind and secure the future

There are few certainties in life, but as American statesman Benjamin Franklin famously wrote, two things we can be sure about are “death and taxes”. Yet planning for our ultimate demise, or our decline along the way, is something that we frequently ignore and put off for another day.

17.6.2024Read more...

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Why Everyone Needs a Will

In today's fast-paced world, it's easy to put off important tasks, and writing a will is often one of them. However, having a will is crucial for ensuring your wishes are carried out after your death and providing peace of mind to your loved ones.

19.1.2024Read more...

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Common Myths about Inheritance Tax Planning: Busting the Misconceptions

Inheritance tax planning is a crucial aspect of financial management, yet it is often shrouded in misconceptions and myths. As the New Year begins, it's an opportune time to debunk these common misunderstandings and shed light on the realities of effective inheritance tax planning.

2.1.2024Read more...

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Emergency Power of Attorney: When and How to Obtain It

Accidents can happen to anyone at any time, and sometimes these accidents can result in individuals losing the ability to make their own decisions. In such cases, the Court of Protection in the UK steps in to protect the interests of these vulnerable individuals and make important legal decisions on their behalf.

24.11.2023Read more...

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Estate Planning for Blended Families: Navigating Wills and Inheritance

Blended families have become increasingly common in today's society. As relationships evolve and individuals remarry or enter into new partnerships, estate planning becomes a crucial consideration to ensure the fair and smooth transfer of assets to loved ones.

29.9.2023Read more...

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When inheritance plans start leaking

Any fans of the mega-hit TV series Succession, which follows the fortunes of the Roy siblings, will know how fraught inheritance issues can be when there’s no clear inheritance plan in place, especially when multiple spouses and step-families are involved.

19.6.2023Read more...

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What is contentious probate?

Contentious probate refers to any disputes about an individual's estate when they are no longer here. This process can be difficult for families and lead to many mixed feelings, but understanding when an estate can be contested can help answer many questions, and make a troubling time less confusing for all.

12.6.2023Read more...

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