Insights Blog
Will Trusts vs Lifetime Trusts: A Practical Guide for Estate Planners
Will Trusts and Lifetime Trusts are a commonly misunderstood aspect of estate planning and we discuss the differences between will trusts and lifetime trusts.
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Estate Planning
Marketing
Wills
Lasting Powers Of Attorney
Trusts
Probate
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...
Why an LPA should be registered sooner rather than later
A Lasting Power of Attorney (LPA) must be registered in order for it to be valid and for the...
The importance for cohabiting couples to write their Will
Millions of couples who have chosen to avoid tying the knot are at risk of falling into complex...
The change to registering of Trusts
Trust registration requirements first appeared in 2017 when the UK adopted the terms of the 4th...
Leaving a gift to charity
According to research from Remember a Charity, leaving a legacy gift in a Will has now reached a...
Leaving Cryptocurrency in a Will
What is Cryptocurrency? Cryptocurrency is a digital payment system that allows you to hold the...
A Damaged Will – What are the Probate consquences?
Very often we advise clients who have made their Wills to ensure that their documents are stored...
The Residence Nil Rate Band – An Overview
Inheritance Tax can be a complicated area and whilst the Residence Nil Rate Band was introduced...
Can a Will be changed after death?
In the realm of estate planning and testamentary matters, the Last Will and Testament holds a...
Planning our own funeral – for your clients
Planning our own funeral, it’s really not something we like talking about is it? However, reports...
Should EPAs be replaced with an LPA?
You may have clients who have an Enduring Power of Attorney (EPA) in place. EPA’s were replaced by...
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