Life is a series of transitions and milestones, each shaping our journey in unique ways. Amidst these changes, it’s easy to overlook the importance of estate planning and will writing. Yet, these tasks are crucial to ensure your assets are protected and your loved ones are provided for according to your wishes. Here are some … Read more
Would your estate be able to utilise any of the UK Inheritance Tax exemptions? Earlier this year, significant changes were made to the Inheritance Tax (IHT) regulations. These amendments mean that more estates will be considered exempt from IHT, and therefore fewer people will need to file estate returns in order to be granted probate. … Read more
Introduction In today’s dynamic world, where financial planning and life coaching go hand in hand, Game Plan Accreditation offered by The Academy of Life Planning (ALP) stands as a symbol of excellence. Aspiring financial planners and life coaches seeking to elevate their careers can find the ultimate pathway to success through this prestigious accreditation. In … Read more
The Power of a Family Trust: Safeguarding Your Legacy. In today’s ever-changing financial landscape, establishing Family Trusts has become an essential tool for preserving wealth, ensuring financial security, and safeguarding one’s legacy for future generations. As families navigate the complexities of the UK’s financial regulations, a Family Trust offers a range of benefits that cannot … Read more
Experts have warned that making your own ‘DIY’ Will can be really risky as they may be deemed invalid after your death if not done properly. When people write Wills themselves, individuals may not understand the intricacies of legal clauses and if the wording is in any way ambiguous, it may lead to legal challenges … Read more
Introduction When it comes to planning for the future, we often think about financial security, estate planning, and ensuring our loved ones are taken care of. While these aspects are undoubtedly crucial, there’s one crucial document that often gets overlooked – the Lasting Power of Attorney (LPA). In the United Kingdom, having an LPA is … Read more
Most people would think that Trust Funds are only for extremely wealthy families and their children who will one day inherit their wealth. However, this is a common misconception – there are many reasons why a Trust Fund can be beneficial, regardless of the size of your estate. A Trust Fund can be used for … Read more