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The opportunities in intergenerational wealth

The opportunities in intergenerational wealth

It is anticipated that over the next decade more than £300bn could be passed from wealthy babyboomers to less financially secure millennials. With an ageing population and rising levels of wealth, the UK is set to see substantial growth in the number of inheritance...
Meeting clients in lockdown

Meeting clients in lockdown

The following information has been put together by the Institute of Professional Willwriters to help provide guidance on meeting with clients in their homes during lockdown and the precautions you should take:   Before arranging the meeting: a) Confirm with your...
Why all parents need a Will

Why all parents need a Will

At any stage of parental life, things can often be fairly chaotic and slightly overwhelming. But as much as parents are focused on that moment in time, it’s also crucial they consider the future for their child. Many people assume that as parents, if something happens...
LPA’s – the importance of clear instructions

LPA’s – the importance of clear instructions

A Lasting Power of Attorney (LPA) can give a person(s) quite a lot of authority over part of another person’s life, and so for this reason when a client is making an LPA they need to ensure they give complete clarity in their instructions and preferences. An LPA is a...
A Codicil or create a new Will?

A Codicil or create a new Will?

COVID-19 has created a period of reflection for many of us, with many evaluating what is important now and in the future. We have seen a rise over the last few months in clients looking to make a change to their Will and get their affairs in order. A Will should...