Scroll down to read helpful articles on a wide range of estate planning topics, or use the search button to find answers to a specific query.
How do I write a letter of wishes?
Your letter of wishes can be a farewell letter to your family, friends and the people you love. More importantly, it's your opportunity to guide your executors and explain how you’d like them to deal with your funeral and manage the trusts created by your Will. Our FREE template will guide you as you make your choices.
Are you an extraordinary family?
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.
Do I have to tell anyone what’s in my Will?
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.
What can I do to avoid probate delays?
Behind every probate application is a bereaved family trying to organise their affairs at what can be a very sensitive time. HM Courts and Tribunals Service (HMCTS) aims to make the process of applying for probate as easy as possible for members of the public and probate professionals.
Here are a few top tips to help you avoid delays.
Can I give away my home to avoid tax?
Are you considering gifting your house to your children while you're still living in it?
You can give your house away to your children and continue living in it. BUT… and it’s a very big BUT… have you considered the 7 major disadvantages?
What information will my executors need?
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:
Can we give our home to our children?
If you’re considering gifting your property to your children to avoid care home fees, professional advice is essential. The practical and financial consequences of giving away your home to your children during your lifetime can be far-reaching.