Insights Blog
LPAs, Lifetime Gifts and Litigation: A Cautionary Tale for Advisers (The MacDougall Court Case)
The MacDougall case is a lesson in Lasting Powers of Attorney, Lifetime Gifts and Litigation that serves as a cautionary tale for all.
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Estate Planning
Marketing
Wills
Lasting Powers Of Attorney
Trusts
Probate
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...
Introduction to PETs and Gift Reservation of Benefits
In this article we look at the technical aspects of PETs and GROB, our next article will focus on...
Blended families and the importance of estate planning
It is becoming increasingly common for couples to marry with one or both parties having children...
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