Resources

Resources

funding long term care

What you need to know when funding long term care

Are you considering care options for you or a loved one? Here is what you need to know when funding long term care… The first thing to say, is that we are not qualified to give you advice about specific care homes, you will need to do your own due diligence to choose the right

Read More »

Choosing the Right Executors

Choosing the right executors to manage your estate is not necessarily as straightforward as you might think. First of all, let’s look at the role of an executor An executor is somebody you have named in your Will who will be responsible for ensuring your estate is handled in the way you wish. As an

Read More »
estate planning with assets outside of the UK

Estate planning with assets outside of the UK

When you live in the UK and all of your estate is based here too, everything is relatively straightforward. However, if you have a portfolio of property or other assets outside of the UK, you need to consider this when planning your estate. Let’s look at this in more detail… First things first, if your

Read More »
lack of capacity

What does lack of capacity mean?

Have you heard the term lack of capacity, and wonder what it means? We explore the meaning and what you need to consider. In short, lack of capacity means the inability to make decisions for yourself, where you could endanger your life or that of others. While most people regard this as something that happens

Read More »
discussing your Will and your wishes with your family

Discussing your Will and your wishes with your family

Have you thought about discussing your Will and your wishes with your family? It might feel rather unpalatable, but it is something we actively encourage clients to do. And more than once. We had a client a few years ago whose father was diagnosed as terminally ill. He decided to share his Will with her

Read More »
revoking a Will

What does revoking a Will mean?

You may have heard of the term revoking a Will and wondered what it meant? In short, it is about making significant changes to the current Will. You can do that in one of three recognised ways: Writing a new Will – your personal circumstances may have changed, or your decision about who your beneficiaries

Read More »
funding long term care

What you need to know when funding long term care

Are you considering care options for you or a loved one? Here is what you need to know when funding long term care… The first thing to say, is that we are not qualified to give you advice about specific care homes, you will need to do your own due diligence to choose the right

Read More »

Choosing the Right Executors

Choosing the right executors to manage your estate is not necessarily as straightforward as you might think. First of all, let’s look at the role of an executor An executor is somebody you have named in your Will who will be responsible for ensuring your estate is handled in the way you wish. As an

Read More »
estate planning with assets outside of the UK

Estate planning with assets outside of the UK

When you live in the UK and all of your estate is based here too, everything is relatively straightforward. However, if you have a portfolio of property or other assets outside of the UK, you need to consider this when planning your estate. Let’s look at this in more detail… First things first, if your

Read More »
lack of capacity

What does lack of capacity mean?

Have you heard the term lack of capacity, and wonder what it means? We explore the meaning and what you need to consider. In short, lack of capacity means the inability to make decisions for yourself, where you could endanger your life or that of others. While most people regard this as something that happens

Read More »
discussing your Will and your wishes with your family

Discussing your Will and your wishes with your family

Have you thought about discussing your Will and your wishes with your family? It might feel rather unpalatable, but it is something we actively encourage clients to do. And more than once. We had a client a few years ago whose father was diagnosed as terminally ill. He decided to share his Will with her

Read More »
revoking a Will

What does revoking a Will mean?

You may have heard of the term revoking a Will and wondered what it meant? In short, it is about making significant changes to the current Will. You can do that in one of three recognised ways: Writing a new Will – your personal circumstances may have changed, or your decision about who your beneficiaries

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.

need-help-with-life-planning.png
need-help-with-life-planning

Instead of building dreams, we want you to build memories. We’ll help you to turn your dreams into reality.

Create that bucket list, and let’s talk about how you can start ticking off your list…

need-help-with-your-finances
need-help-with-your-finances

Need a mortgage, but struggling with what product to choose? Do your pension arrangements need reviewing?

Are you still invested appropriately? Have you got the right protection in place for you, your family and your business?

We can help.