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.
What is Deputyship?
A Deputy is one or more people appointed by the Court of Protection (CoP) to make decisions on behalf of another who cannot do so themselves. The good news is that it’s easy to avoid expensive and stressful involvement with the slow, and bureaucratic CoP.
Read on to find out how Lasting Powers of Attorney are invaluable.
What is a discretionary Will trust?
A discretionary Will trust is like a gift box for your assets. With this legal trust arrangement, your trustees (people you choose because you trust them) have the legal power to decide how your assets are distributed among your beneficiaries. Your words, either verbally or in writing, guide their actions.
Let’s look at some of the situations where a discretionary Will trust could be advantageous.
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.