Does your Will do what it’s meant to do?
While having a Will is a great first step when it comes to inheritance management, if you don’t take the time to review it, your Will and estate planning can become outdated. Changes in circumstances…
NHS Staff Planning Seminars
Kept assets have recently been presenting to staff at retirement seminars for the NHS Whilst we are aware that Wills are not high on everybody’s to do list (which they should be) we’ve been surprised…
Parental Gifting Trusts for Education Fees and Other Generational Planning
So, you have decided to help your grandchildren by paying for their school and university costs. That’s a very generous thing to do and of course it will help to deplete the value of your…
Simple Planning for IHT (Inheritance Tax)
We all know that we should have a valid Will and of course we all know that reviewing the Will regularly makes sense, don’t we? But what about all of the other simple things that…