Insights Blog
2025: A Year of Change in Wills, Estate Planning & Inheritance Law
As 2025 draws to a close, the landscape for estate planners, will writers, financial advisers and mortgage brokers has seen several important developments.
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Estate Planning
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Wills
Lasting Powers Of Attorney
Trusts
Probate
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...
Referrals – the opportunities from a Will (part 2)
So if you're writing a Will for a referred client, as part of the fact finding process it can...
Why referral marketing is vital to your business (part1)
A key challenge within the financial services, will writing or Estate planning world is to...
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