by Richard Mawer | Nov 6, 2022 | Wills
A property protection trust is designed to help clients protect their share in a property in the future. Typically, when a couple owns a house together and one partner dies, their share passes to the surviving spouse or partner. Whilst this would appear practical,...
by Richard Mawer | Nov 6, 2022 | Wills
A Flexible Life Interest Trust (FLIT) in a Will offers greater peace of mind if there are significant assets or investments as well as property, and a wish to protect their value for future generations. A FLIT is often described as the ideal modern Will Trust, as it...
by Richard Mawer | Nov 6, 2022 | Wills
Here are some common questions a client may ask you regarding estate planning, these can help you and your client identify any estate planning needs. Here are some answers you can provide: What is estate planning and why it is important? Estate planning is an...
by Richard Mawer | Oct 4, 2022 | Wills
What is estate planning and why is it so important? Estate planning is the process of working out how best to leave money and assets to family. It allows people to protect their wealth for future generations and in some cases minimise inheritance tax. It can also...
by Richard Mawer | Sep 6, 2022 | Marketing
This is a great time of year to step back and assess where you're at with your business prior to the final quarter of the year. One way of doing this is assessing your marketing. Is it performing as it should? Is your marketing material up to date? Are your promoting...
