In this blog, we delve into the importance of protecting children who, for whatever reason, may find it difficult to be independent adults. We look at the favourable tax treatment of Vulnerable Person Discretionary Trust and vital strategies that can safeguard a child’s future and ensure their well-being despite uncertainties.

It may be challenging to have a conversation about your Will.

Many people find talking about dying painful and upsetting. We all know that despite the taboos, the inevitable will happen to us one day. It pays to make plans.

Here are a few handy tips to help you talk about your wishes and make the conversation as conflict-free and easy as possible.

Your executors will need to be able to find your personal and financial information when the time comes. A simple way to do this is to create a folder or document for your executors - one that details what you own and where you keep vital information. In this blog we share helpful hints, tips and our handy resources:

Was making your Will on your NY resolutions list last year? Perhaps it’s the one goal you didn’t achieve in 2023. We understand it can feel daunting, but estate planning is simply part of sensible financial planning. Here’s a personal account of events that triggered action.

Later-life marriage can bring immense joy and a few challenges. Foresight and careful planning are needed. This blog delves into the issues that may inadvertently impact family dynamics and inheritance.

Using a preprinted form from your local post office to write your Will may seem like an inexpensive option. But did you know that errors or ambiguity could create hassle and delay or mean your wishes can’t be followed?

Here are the top 5 mistakes we come across regularly:

As you get ready to wave them goodbye and wish them well with their university studies, celebrate their potential and the exciting journey ahead.

Making a Will is an essential step in safeguarding their journey.

Writing your own Will may seem like money saving option. Our team regularly review handwritten Wills that contain minor (and major) errors that mean they are not valid or - worse still - don't have the effect that the Will maker intended. This article explains some of the pitfalls.

Life is full of surprises. We all hope to live a long and healthy life. We can’t know our own expiry date, so it makes sense to be prepared.

Is it time to move ‘make a Will’ to the top of your to-do list?

Perhaps you haven’t made a Will to avoid thinking about the awful possibility of not being there for your children.

Find out more about how to tackle this difficult decision in this article.

Is 2023 your year? Will you take action to protect your family and make a Will. Find out why it’s so crucial to make estate planning arrangements while you’re fit and well.

With an ageing population and many older adults feeling isolated and lonely, the problem of predatory marriage seems to be on the rise.

It can be difficult to know how to approach the taboo subject of dying and making a Will. Our free guide can be the catalyst for your conversation and help you to overcome any discomfort and upset.

Putting a Will in place documents your wishes for your pets' care and can give you peace of mind that your beloved animal will be well cared for.

Using a stationery form to write your Will may seem like an inexpensive option. Our team regularly review handwritten Wills that contain minor (and major) errors that mean they are not valid or - worse still - don't have the effect that the Will maker intended.