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The role of trust in financial services

28th May 2019

Many of our clients choose to stay with us over the years – through lifetimes and sometimes even generations. David Pugh explores why we value trust as the cornerstone of all of our client relationships: Prompted by an article by Herman Brodie, a former algorithmic trader for an investment... read more

Posted in: Financial Planning, News

Combining Families – Tips for Writing a New Will

9th February 2018

When most couples write a new Will they tend to leave everything to their partner, especially if they have children. This is due to the common belief that on the surviving partner’s death everything will simply be passed to the offspring. In many cases this approach works well. However,... read more

Posted in: Estate Planning

Acting as an Attorney

6th December 2017

The number of people making use of Lasting Powers of Attorney (LPAs) has increased enormously in recent years. In fact, according to data from a Freedom of Information request, the number of LPAs has increased threefold since 2010. This is undoubtedly a good thing; LPAs allow someone to nominate... read more

Posted in: Estate Planning

Should I be Trusting?

14th March 2017

There are many positives to creating a trust. They can help you reduce your tax burden and protect your intended beneficiaries. However, there are many different types of trust and understanding the differences between them will help you establish which is right for your circumstances. Discretionary trust With a... read more

Posted in: Estate Planning