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.
What’s a blended family?
Every family is unique. Rachael and David put off making a Will for over a decade because they thought it would be too stressful and expensive. They’re not married to each other, they have children together and from previous relationships. Here’s their story….
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 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: