15 June 2023
5 reasons why you need an Estate Plan
If you don't have an estate plan, the aftermath of your passing could come with costly and unwelcome consequences for your loved ones
6 April 2023
Will my children receive their inheritance if I remarry?
With one in three marriages ending in divorce, and the majority of divorced couples remarrying, blended families have become the norm rather than the exception.
5 March 2023
What’s the difference between a will and a trust?
Wills and trusts are both important components of estate planning. It’s easy to confuse the two, but there are key differences between them
15 February 2023
Why everyone needs Lasting Powers of Attorney
Lasting Powers of Attorney protect you if you suddenly lost mental capacity and were unable to make any financial or welfare decisions for yourself
13 February 2023
Could paying for your child’s wedding result in an IHT bill?
While it’s traditional for parents to contribute, did you know paying for your child's wedding could result in a large inheritance tax bill
18 January 2023
What is an equity release lifetime mortgage?
Managing risk is a core element of investing. This article explains how professionals manage risk within investment portfolios
8 December 2022
Preparing for the Great Wealth Transfer
We take a look at intergenerational wealth planning, what it involves, and how you can help preserve the wealth within your family
1 November 2022
The pros and cons of equity release
Equity release is a way of releasing money tied up inthe value of your property without you having to sell it,so you can continue to live there. It’s available to people aged over 55 –but it does come with risks attached.
9 June 2022
Gifting in your lifetime to reduce inheritance tax
As well as being there to see your family's enjoyment, gifting is also a great way to reduce the value of your estate for Inheritance Tax
8 June 2022
What happens to my pension when I die?
There are several different types of pension, each one with varying rules that apply depending on whether you die before or after your retire
31 May 2022
9 ways to reduce the inheritance tax bill for your family
There are many ways to reduce inheritance tax for your family. A good financial planner might be able to help you eliminate it completely.
1 May 2022
Why everyone should set up a Power of Attorney
As we get older, there are a few fundamental ‘financial housekeeping’ steps -o ne of the most important is setting up a Power of Attorney
26 April 2022
Why making a will matters to your family
Making a will is the first and vital step to shielding your loved ones from unnecessary additional stress and worry, should the worst happen
4 March 2022
How to stop family disputes over an inheritance
Family disputes over money and inheritance are on the rise, with more people in England and Wales turning to the courts to contest a will than ever before
11 January 2022
Are your children ready to take on your inheritance?
If you plan to leave a significant inheritance to your children, make sure they have the know-how to manage it sensibly?
8 December 2021
Tax-efficient ways to leave a legacy
Inheritance tax can cause chaos for families during what is already a difficult time, which is why it’s worth planning the most efficient way to leave your legacy.
1 November 2021
Estate Planning mistakes to avoid
Planning your estate to leave more than just memories to your loved ones is a wonderful position to be in, but there are a number of mistakes to avoid.