Now is the time to talk Wills with clients

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 ongoing effects of Covid, the cost-of-living issues, or the war in Ukraine. One or all of these events will no doubt have impacted people’s finances, relationships, or...
The role of a Trustee

The role of a Trustee

When someone sets up a trust, they need to appoint people as trustees to manage the trust and its assets. The trust deed will usually include specific instructions about how to do this but there are some general legal duties that apply to the role as well. A trustee...
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...