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  • Discretionary Trust

    Wide class of potential beneficiaries With a Discretionary Trust, the settlor makes a gift into Trust, and the trustees hold […]

  • Flexible Trusts with default beneficiaries

    Discretion over which of the default and potential beneficiaries actually benefit These are similar to a fully Discretionary Trust, except […]

  • Split Trusts

    Family protection policies These Trusts are often used for family protection policies with critical illness or terminal illness benefits in […]

  • Lasting Power of Attorney

    Taking control of decisions even in the event you can’t make them yourself A Lasting Power of Attorney (LPA) enables […]

  • Protecting your assets for the next generation

    Six tips for wealth preservation and transfer planning Whether you have earned your wealth, inherited it or made shrewd investments, […]

  • What’s important to you?

    Reaching those milestones starts with setting clear financial goals We all have dreams for the future, and many of those […]

  • What you need to know

    Winners and losers under the new State Pension The figures for people qualifying for the full new State Pension following […]

  • Not ready to give up working and retire?

    Almost half of UK employees expect to work beyond the age of 65 When you picture yourself in your golden […]

  • Retirement resilience

    Taking the reins and having more control over your pension pot Saving for retirement is one of our greatest financial […]

  • Cashing out

    Pension changes brought a whole new range of options to consider Unadvised retirees who are now able to dip into […]

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