Resources

Resources

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 »
estate planning for unmarried couples

Estate Planning for Unmarried Couples

On the face of it, estate planning for unmarried couples should be straightforward. You would think it is exactly the same as a married couple, but that’s not the way the law works. In the modern world we live in, it’s difficult to comprehend that the law treats couples that cohabit differently to married ones,

Read More »
loans in Trusts

How loans in Trusts work

Did you know that you can lend money to the beneficiaries of a Trust? If you are setting up a Trust as part of your legacy, you may wish to include the option for beneficiaries to borrow money from the Trust, if you don’t want them to inherit the whole estate immediately. This would be

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 »
estate planning for unmarried couples

Estate Planning for Unmarried Couples

On the face of it, estate planning for unmarried couples should be straightforward. You would think it is exactly the same as a married couple, but that’s not the way the law works. In the modern world we live in, it’s difficult to comprehend that the law treats couples that cohabit differently to married ones,

Read More »
loans in Trusts

How loans in Trusts work

Did you know that you can lend money to the beneficiaries of a Trust? If you are setting up a Trust as part of your legacy, you may wish to include the option for beneficiaries to borrow money from the Trust, if you don’t want them to inherit the whole estate immediately. This would be

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.