Category Archives: Estate Planning

Jun, 20 2021 What to do if an Executor of your Will dies

Jun, 15 2021 Inheritance Tax – where do we go from here?

May, 20 2021 Estate planning for stepfamilies

Apr, 20 2021 What happens if your Executor fails to deal with your Will?

Feb, 11 2021 Leaving a legacy – how supporting your chosen charity can save Inheritance Tax

Feb, 04 2021 Covering all bases – the importance of a Health and Wellbeing LPA

Dec, 10 2020 UK lockdown highlights the importance of Will planning

Oct, 10 2020 Managing international money transfers

Oct, 07 2020 Lasting Power of Attorney goes digital

Oct, 07 2020 Autumn drinking: some new favourites

Oct, 07 2020 Has the pandemic changed the way we need to invest?

Oct, 07 2020 Are UK tax rises inevitable?

Oct, 07 2020 Staying relevant

Oct, 05 2020 A good time to buy UK property?

Sep, 25 2020 Planning a tax-efficient move to the UK – Webinar

Sep, 24 2020 Why your financial freedom is our purpose

Sep, 01 2020 Markets – irrational or highly discriminate?

Aug, 28 2020 Where should I retire? – Webinar

Aug, 06 2020 Standing the test of time

Aug, 06 2020 China’s economy and the market environment for investors – Webinar

Jul, 30 2020 New laws to enable Wills to be witnessed remotely

Jul, 27 2020 Getting your Will and estate plan in order – Webinar

Jul, 14 2020 A path to economic recovery?

Jul, 14 2020 Updating your Will after divorce

Jul, 10 2020 The Summer Statement

Jul, 02 2020 What you need to know about ethical investing – Webinar

Jun, 15 2020 Undertaking a wealth workout

Jun, 09 2020 Passing wealth to future generations

May, 26 2020 What happens if you can’t find a Will?

Jan, 27 2020 Your digital assets – an essential part of estate planning?

Oct, 24 2019 What to put in your Will

Oct, 01 2019 Protecting your heirs

Jun, 21 2019 Dealing with disagreements between executors

Jun, 18 2019 Will planning – the use of Life Interest

Feb, 19 2019 The Cost of Residential Care

Feb, 05 2019 Drafting a Power of Attorney