Wills

Making a Will – Leaving Your Legacy Behind

2024-01-08T17:41:40+00:00Podcast|

This next podcast in the estate planning series covers making a will to ensure your wishes are respected and enacted upon following your passing. Key Takeaways Unmarried couples have no right to any of the estate if there is no will. A will is essential [...]

What is a Will and Why Do You Need One?

2023-02-01T11:02:30+00:00Estate Planning|

Simply put, a last Will and testament (which is a legally binding document) is needed to ensure that after your death, specific assets, money and possessions go to the particular people and/or organisations you choose. These will include children and other family or friends you want to support and and any charitable donations you [...]

Why Make a Will and Lasting Powers of Attorney?

2024-01-08T17:42:16+00:00Podcast|

In this podcast episode, I continue the series on estate planning and safe guarding your family, focusing on why wills and powers of attorney agreements can be vital. Key Takeaways If you don’t create a will in readiness for your passing your estate could be inherited [...]

Lasting Powers of Attorney

2022-12-19T08:04:54+00:00Estate Planning, Financial Planning|

What is a lasting power of attorney? Enabling someone you trust to make decisions for you, or act on your behalf Lasting powers of attorney (LPAs) enable individuals to take control of decisions that affect them, even in the event that they can’t make those decisions for themselves. Without them, loved ones could [...]

How to Avoid Inheritance Tax in the UK

2023-01-29T12:46:42+00:00Estate Planning|

Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs. With careful planning and professional financial advice, you can learn how to avoid inheritance tax in the UK by taking [...]

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