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Regular blogs giving you our take on all things estate and asset planning – all the information you need, with none of the confusing jargon.

rules of intestacy
Estate Planning

Everything You Need To Know About the Rules of Intestacy

When someone passes away without leaving a valid Will behind, their estate must be distributed according to the rules of intestacy. These rules can be complex; however, they are vital to understand so you can ensure your assets are distributed in line with your wishes and values.  In this guide, we’ll explore the rules of

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pensions
Life Planning

Your Pension and Your Estate

Retirement planning is crucial for ensuring a comfortable future, and your pension plays a huge role. However, when writing a Will, you may overlook your pension entirely. Including pensions within your estate plan is key to ensuring your savings are distributed in line with your wishes and maximising the legacy you leave to your loved

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updating your will
Life Planning

A Guide to Updating Your Will

Once you have a Will written and tucked away, you might be tempted to forget about it entirely. However, this could be a big mistake as you could miss out on many benefits for yourself and your loved ones. Updating your Will every few years is essential to later life planning as many aspects of

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how to value your estate
Life Planning

How to Value Your Estate

When you start writing your Will, one question that will inevitably pop up is, ‘what is the value of my estate?’ Knowing the value of your estate can help you make informed decisions about how to distribute your assets after you pass away and can also help you plan for your financial future while you’re

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lasting powers of attorney
Power of Attorney

Who Needs an LPA?

Lasting powers of attorney (LPAs) enable you to grant your chosen attorneys the ability to act on your behalf. However, do you really need one? Read on to see just how an LPA could benefit you! What Are Lasting Powers of Attorney? LPAs allow people you select to make decisions on your behalf while you

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