Resources

Resources

Will Trusts v Lifetime Trusts

Will Trusts v Lifetime Trusts – What’s the difference?

Will Trusts versus Lifetime Trusts – what is the difference? In a nutshell, Will Trusts take effect when you die, whereas Lifetime Trusts are available immediately. So, why would you want a Lifetime Trust? Lifetime Trusts allow you to transfer ownership of your assets while you are still alive. This protects assets whilst enabling you

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debt in probate

Handling debt in probate

You are handling probate and you discover there is debt – what should you do? It is a myth that debt is written off when someone passes away. But let’s explore that in more detail. When you are handling the death of a loved one, one of the first things you tend to tackle is

Read More »
change a Trustee

How to change Trustee

Clients often ask if they can change a Trustee. The simple answer to that is yes, but you won’t be surprised to know there is a note of caution to that. Sometimes, when clients are in the middle of trying to get their affairs in order, update their Wills and organise Trusts and so on,

Read More »
personal succession planning

Personal Succession Planning – Your Family’s Future

Personal succession planning probably conjures up thoughts of who is going to take over in your business when you step away. But that’s about your business. We want to talk about your family and how to manage succession planning for the most important people in your life. Whilst we may have talked about this quite

Read More »
How Trusts can go wrong

How Trusts can go wrong

Sadly, over the years, we have had to pick up the pieces when a client’s estate has not been set up properly, particularly Trusts. So we wanted to share with you how Trusts can go wrong… Choosing the wrong Trustees is one of the most common problems. This is so important. You need to choose

Read More »
What is a Mirror Will?

What is a Mirror Will?

What is a Mirror Will and do I need one? Clients ask this from time to time, so let’s talk about that in more detail… A mirror Will is a pair of Wills – each Will leaves the estate to the other spouse or civil partner. So the same intention for each Will. There is

Read More »
Will Trusts v Lifetime Trusts

Will Trusts v Lifetime Trusts – What’s the difference?

Will Trusts versus Lifetime Trusts – what is the difference? In a nutshell, Will Trusts take effect when you die, whereas Lifetime Trusts are available immediately. So, why would you want a Lifetime Trust? Lifetime Trusts allow you to transfer ownership of your assets while you are still alive. This protects assets whilst enabling you

Read More »
debt in probate

Handling debt in probate

You are handling probate and you discover there is debt – what should you do? It is a myth that debt is written off when someone passes away. But let’s explore that in more detail. When you are handling the death of a loved one, one of the first things you tend to tackle is

Read More »
change a Trustee

How to change Trustee

Clients often ask if they can change a Trustee. The simple answer to that is yes, but you won’t be surprised to know there is a note of caution to that. Sometimes, when clients are in the middle of trying to get their affairs in order, update their Wills and organise Trusts and so on,

Read More »
personal succession planning

Personal Succession Planning – Your Family’s Future

Personal succession planning probably conjures up thoughts of who is going to take over in your business when you step away. But that’s about your business. We want to talk about your family and how to manage succession planning for the most important people in your life. Whilst we may have talked about this quite

Read More »
How Trusts can go wrong

How Trusts can go wrong

Sadly, over the years, we have had to pick up the pieces when a client’s estate has not been set up properly, particularly Trusts. So we wanted to share with you how Trusts can go wrong… Choosing the wrong Trustees is one of the most common problems. This is so important. You need to choose

Read More »
What is a Mirror Will?

What is a Mirror Will?

What is a Mirror Will and do I need one? Clients ask this from time to time, so let’s talk about that in more detail… A mirror Will is a pair of Wills – each Will leaves the estate to the other spouse or civil partner. So the same intention for each Will. There is

Read More »

If you would like to learn more about how we can help you, give us a call on 01344 875 310 and let’s arrange a chat.

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