Real-Life Examples of Why Estate Planning Is Critical: What You Need to Know
Estate planning isn’t just for the ultra-wealthy—it’s something everyone should consider, regardless of their financial situation….
Why a “Simple Will” Might Not Be So Simple
“I just need a simple Will—everything to my spouse, and then to my children.”
It’s a phrase I’ve heard more times than I can count—and one I said myself before I became qualified to advise on Wills and Estate Planning. At first glance, it feels like the most straightforward way to handle your estate. You want to make sure your spouse is taken care of, and that your children inherit after that. Simple, right?
Protecting Your Children's Inheritance The Right Way
Discover how to protect your children's inheritance and secure your family's future. Learn how life changes can affect your legacy and the importance of planning to ensure your assets are passed down to the right people.
Case Study: Helping Mr. & Mrs. C Protect Their Estate and Minimise Inheritance Tax for Their Children
A case study highlighting how we helped a couple create a will that benefitted their children to avoid overspending on inheritance tax.