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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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...
Buy-to-let properties and Inheritance tax – where do your clients stand?
A common client question: How do Inheritance Tax rules apply for those that own buy-to-let...
Social care fee proposal
Before an individual can receive publicly funded adult social care they will be assessed to make...
Prospecting without tears
Does your business need: More income Easier prospecting No risks Free referrals No clawback ...
Lifetime Trusts: prevent Probate, and save time and money
Lifetime trusts are not uncommon and can be an extremely useful tool in estate planning. There are...
When there is more than one executor
A common question many clients ask is; in the scenario that more than one executor is appointed,...
Key considerations for a Business LPA
As a business owner, it’s important to consider what would happen to your business if you were...
When your client’s should review their Will
Here’s your checklist to follow when reviewing a client’s Will. A birth in the family. For...
7 tips for gaining traction with your business social media
Social media is viewed as a key tool to use for communication with existing and potential clients,...
The questions to ask clients when discussing future plans and Wills
If you’re having a client review, you may well get the opportunity to discuss the need for a Will....
Proposal to increase Probate fees in 2022
The Ministry of Justice is looking to make probate fees more expensive, claiming that the current...
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