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Leaving your legacy behindConsiderations when making a Will Thinking about death isn’t easy. Talking about it is even harder. The reality of our […]
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Trusts‘Ring-fencing’ assets to protect family wealth for future generations Trusts are used to protect family wealth for future generations, reducing […]
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Bare TrustsHeld for the benefit of a specified beneficiary Bare Trusts are also known as ‘Absolute’ or ‘Fixed Interest Trusts’, and […]
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Discretionary TrustWide class of potential beneficiaries With a Discretionary Trust, the settlor makes a gift into Trust, and the trustees hold […]
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Flexible Trusts with default beneficiariesDiscretion over which of the default and potential beneficiaries actually benefit FlexibleTrusts are similar to a fully Discretionary Trust, except […]
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Split TrustsFamily protection policies These Trusts are often used for family protection policies with critical illness or terminal illness benefits in […]
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Lasting Power of AttorneyTaking control of decisions even in the event you can’t make them yourself A Lasting Power of Attorney (LPA) enables […]
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Preserving wealth for future generationsFactors likely to have a lasting and positive impact on wealth Whether you have earned your wealth, inherited it or […]
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Boost Your Pension SavingsPlanning to achieve your retirement goals sooner Are you ‘mid or late career’ or planning to retire within ten years? […]
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Will Your Pension Run Out Early?Impact on people opting for early retirement as a result of the pandemic An increasing number of people have been […]