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Wills, Trusts & Private Wealth
DIY Wills

DIY Wills vs Professionally Drafted Wills: Why Professional Advice Matters

Whilst DIY Wills may appear to be a cost-effective and convenient option, it can lead to significant legal and practical…
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Wills, Trusts & Private Wealth
Walking forward with boxes. Young couple with dog are moving to new home

Cohabiting Couples: The Cost of Common Misconceptions

The term “common law partner” is widely used in everyday life, but many people are surprised to learn that it…
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Wills, Trusts & Private Wealth
UK Business Owners: Is Your Will Fit for Purpose?

UK Business Owners: Is Your Will Fit for Purpose?

Putting a Will in place is important for everyone, but for UK business owners it often needs to go further…
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Wills, Trusts & Private Wealth
Gifting vs Leaving assets in your Will; what is the smarter move?

Gifting vs Leaving assets in your Will; what is the smarter move?

When planning your Estate, a question that we are often asked is whether it is wiser to gift assets during…
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Wills, Trusts & Private Wealth
Notary consulting senior couple about Last Will and Testament in office

7 Signs an Independent Administrator may need to be considered

Administering an Estate can be complex process at an already emotionally challenging time, Executors and Administrators who are more often…
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Wills, Trusts & Private Wealth
Lesbian couple, old women and laptop in home for retirement planning, paperwork or investment. LGBTQ people, relationship and budget review with documents, meeting and savings for financial security

Planning Ahead: Incapacity, Powers of Attorney, and LGBTQIA+ Individuals

For members of the LGBTQIA+ Community, Estate Planning is more than a box-ticking exercise; it is a vital act of…
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Wills, Trusts & Private Wealth
Office, lawyer or old couple with will, contract or document for retirement funding or compliance. Plan, advisor or married elderly clients with legal form or title deed agreement with life insurance

Wills Trusts and Estate disputes FAQ:  How do I know if a Will is valid?

A will can be challenged because it does not reflect the true intentions of the testator (the person making the…
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Wills, Trusts & Private Wealth
Senior woman signing documents with her husband

How Effective Estate Planning Can Prevent Estate Administration Disputes

Estate Administration is governed by a comprehensive statutory and common law framework intended to ensure that a deceased person’s Estate…
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Estate Planning
Tudor House

A Generous Gift or a Hidden Trap? Gifting your Property to the Next Generation…

Gifting your main residence to children is often seen as a straightforward way to pass on wealth, reduce the size…
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Wills & Trusts
Diverse Medical Team in Roundtable Meeting Discussing Patient Care, Strategy, and Collaboration in Healthcare

Living Wills (Advance Decisions) in the UK – What You Need to Know

A Living Will, legally known as an Advance Decision to Refuse Treatment (ADRT), is a document that lets you set…
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Estate Planning
Enjoying luxury life. Beautiful happy senior couple in love relaxing on the side of sailboat or yacht deck floating in sea at sunset, looking at amazing evening view

Effective Estate Planning – the best investment any High-Net-Worth Client can make

For High-Net-Worth (HNW) individuals, Estate planning is more than making a Will it is a strategic, long-term investment in family…
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Court of protection
Notary public in office signing document

Removal of executors: How the Court Decides Applications Under Section 50

The issue as to whether executors should remain acting in the Estate where conflicts or apparent arise, or indeed there…
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