Case Study: Helping Mr. & Mrs. C Protect Their Estate and Minimise Inheritance Tax for Their Children
A case study highlighting how we helped a couple create a will that benefitted their children to avoid overspending on inheritance tax.
Case Study: Helping Mr. & Mrs. P Plan for Life’s Uncertainties with Confidence.
A case study highlighting how we helped a couple create a watertight Lasting Power of Attorney for the both of them in case they lost capacity.
A Quick Guide to Completing Your Lasting Power of Attorney (LPA) Forms
A step-by-step guide to creating a flawless Lasting Power of Attorney (LPA) document. Packed with practical tips and expert advice from Andy, this guide simplifies the LPA process for peace of mind.
Why We Specialise in Wills and Estate Planning for Over 55s?
Discover how changing family dynamics, increased wealth, and new risks like long-term care costs and remarriage can impact your Wills. This blog explores tailored solutions to protect your legacy and ensure your wishes are honoured.
Protecting Your Children's Inheritance The Right Way
Discover how to protect your children's inheritance and secure your family's future. Learn how life changes can affect your legacy and the importance of planning to ensure your assets are passed down to the right people.