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Estate Planning
July 2019
Healthy, wealthy and well advised
Estate Planning
July 2019
  Financial complexities of passing on wealth Passing on wealth is a sensitive subject, not just because of the financial complexities of it all, but also the emotion and family politics involved. Read full article
Estate Planning
July 2019
Making a Will
Estate Planning
July 2019
  Continuing your support long into the future We spend our lives working to provide for ourselves and our loved ones. You may have a house or flat (in the UK or overseas), shares, savings, and investments, as well as your personal possessions. All of these assets are your ‘estate’. Making a Will ensures that when you die, your estate is shared according to your wishes. Read full article
Estate Planning
May 2019
Lasting Power of Attorney
Estate Planning
May 2019
  Making decisions on your behalf during your lifetime A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint one or more people to make decisions on your behalf during your lifetime. The people you appoint to manage your affairs are called the ‘attorneys’. An LPA is a completely separate legal document to your Will, although many people put them in place at the same time as getting their will written, as part of wanting to plan for the future. Read full article
Estate Planning
May 2019
Why silence isn’t necessarily bliss
Estate Planning
May 2019
  Over six million adults refuse to discuss their will with loved ones Making a will is very important if you care what happens to your money and your belongings after you die, and most of us do. But have you tried to talk with your parents about their will? If that conversation isn’t happening, you’re not alone. Read full article
Estate Planning
May 2019
Wealth protection
Estate Planning
May 2019
Planning your legacy Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Believe it or not, you have an estate. In fact, nearly everyone does. Read full article