Protection network security computer in the hands of a businessman on a blue background.
Blog

Trust Protector

Trust Protector: Balancing Family Involvement and Security in Trust Management When I decided to set up a trust, it was a big step towards securing my family’s future. I’ve chosen

Read More »
Blog

LEI and Trust Registration

LEI’s and Trust Registration: An Investor’s Reflections In the ever-twisting labyrinth of financial regulations, I, as an investor, find myself at a crossroads with the Legal Entity Identifiers (LEIs) and

Read More »
Man in sky holding onto a big floating pink piggy bank with rope wrapped around it.
Blog

Gifts with a Reservation of Benefit

Creating a Gift with a Reservation of Benefit: When you’re thinking about creating a gift with a reservation of benefit, it’s like entering a complex legal labyrinth. You need to

Read More »
Business woman signing legal document in an attorney's office, with the scales of justice in front digitally.
Blog

Letter of Wishes

A letter of wishes is more than just a document; it’s a heartfelt message that accompanies your will or trust. Unlike the formal jargon of legal documents, a letter of

Read More »
Blog

Inheritance: Reducing your Liability

The topic of reducing inheritance tax (IHT) liability is an important consideration for many individuals and families. The current landscape of rising asset values and the static IHT allowance of

Read More »
Blog

Power of Attorney: LPA’s

Power of Attorney When it comes to managing the affairs of a loved one or someone in need, understanding the legal tools at your disposal is crucial. In this comprehensive

Read More »
Registration online membership network internet business technology concept.
Blog

What is Trust Registration in 2023?

Trusts play a pivotal role in estate planning and asset management, offering a secure means of preserving wealth and assets for generations. In order to combat tax evasion and fraud,

Read More »
Blog

Your Health & Welfare LPA

Passing on the legal right for someone to make decisions for you might not be the easiest decision to make. However, it can give you peace of mind in the

Read More »
ISA Individual Savings Account business finance concept
Blog

What happens to my ISA if I die?

No one enjoys thinking about the possibility of a loved one passing away. But, it’s important to make sure there’s a strategy in place to prepare for the inevitable, and

Read More »
Blog

Investment Planning for your Children

Investment Planning for Your Children: Securing Their Financial Future Raising children comes with enormous financial responsibilities. Parents often find themselves juggling the costs of childcare, education, and their own mortgage

Read More »
Blog

No Relatives and No Will

No Relatives and No Will We were contacted recently by someone from the Bona Vacantia, this is a government department which is passed details of estates without heirs. You may

Read More »
Blog

LPA Attorneys and Investments

Attorneys on LPA’s – avoid the financial consequences of negligence.  If you have been appointed as an Attorney under a Lasting Power of Attorney and you have commenced acting as

Read More »
Changing Your Will
Blog

Changing Your Will In Berkshire

Updating Your Will: Why It’s Crucial Recent changes in legislation and increasing property values may render your will outdated. Continue reading to learn why and what steps you should take.

Read More »