Insights Blog
The 2027 Pension Changes: What Every Estate Planner and Professional Adviser Needs to Know
From April 2027, most unused pension funds and death benefits will be brought within the scope of inheritance tax bringing them most significant shift in estate planning for a generation.
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Estate Planning
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Wills
Lasting Powers Of Attorney
Trusts
Probate
Why keep a Will up to date?
According to a recent report from Quilter, 57% of people are still without a Will and other...
10 tips for email marketing to your clients
Email marketing is still a vital part of your customer communications. A lot of focus is given to...
The difference between Wills and Trusts
Whilst Wills and Trusts do have a lot of overlap, there are also several differences between the...
Common misunderstandings of LPAs
A survey carried out by Which? has revealed that, although most of the public understand what a...
Now is the time to talk Wills with clients
Let’s talk Wills 2022 has undoubtedly been a year of significant changes, whether that’s the...
Benefits of Nil Rate Band Trusts
A nil rate band trust is a flexible trust contained within a Will that allows the testator to...
Business prep for 2023
Although as a business it is important to look ahead, it can be very beneficial to look back at...
What is a Property Protection Trust?
A property protection trust is designed to help clients protect their share in a property in the...
What is a Flexible Life Interest Trust?
A Flexible Life Interest Trust (FLIT) in a Will offers greater peace of mind if there are...
Common estate planning questions clients ask
Here are some common questions a client may ask you regarding estate planning, these can help you...
Introduction to Estate Planning – why it should be part of your client conversations
What is estate planning and why is it so important? Estate planning is the process of working out...
Your marketing checklist to keep on track
This is a great time of year to step back and assess where you're at with your business prior to...
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