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Advising Grandparents on How They Can Help with Education Costs
Education costs in the UK have been steadily rising, making it increasingly difficult for parents to afford private schooling for their...
Oct 25, 2023


Care home fees soar amid cost-of-living crisis.
The above was a worrying, and yet an entirely unsurprising headline to a September article from the respected consumer watchdog, Which....
Oct 23, 2023


Exempt Gifts: A practical guide
The October NS&I Premium Bonds £1m Jackpot prize winners had the knock on the door over the weekend and now have the funds at their...
Oct 2, 2023


Helping a retired CEO with a £10m windfall
Casebook Brief William had retired from his role as CEO of a large international group of companies at 65. He was in receipt of an...
Sep 28, 2023


What does the Solicitor’s Regulatory Authority (SRA) expect from you when referring to us?
Whilst the Financial Conduct Authority’s (FCA’s) and the Institute of Chartered Accountants in England & Wales’s (ICAEW) rules can be...
Sep 27, 2023
LPAs Are Vital To Underpin Our Clients’ Financial Plans
Lasting Power of Attorney (LPA) Registration is on the up! We were delighted to see that the Ministry of Justice revealed that the...
Jul 31, 2023
March Budget 2023
What does the Chancellor's announcement mean for you?
Mar 16, 2023
Cash Flow Modelling on Divorce
DS Seager Media & Matrix Capital Divorce is, for too many, an unfortunate life event and one that often creates an unsettling financial...
Jan 12, 2023


The role of the trustee when it comes to investment
This article considers the specific requirements of a trustee in respect of the trust investments set out in the Trustee Act 2000. The...
Jan 5, 2023
The role of the trustee when it comes to investment
This article considers the specific requirements of a trustee in respect of the trust investments set out in the Trustee Act 2000. The...
Jan 3, 2023
Lasting Powers of Attorney: Guidance for Clients
This guidance has been written to support clients to make lasting powers of attorney (LPAs). It is not a substitute for using a suitably...
Apr 27, 2022


Suddenly wealthy but vulnerable too
Chartered Financial Planner Robin Melley was recently featured in the Financial Planning Today publication, presenting a case file on a...
Apr 3, 2022
March Budget 2022
What does the Chancellor's announcement mean for you?
Mar 27, 2022


Children experiencing sudden wealth: a practitioner’s guide
Foreword by Keith Richards, Chair of The Financial Vulnerability Taskforce Robin Melley is, first and foremost, a chartered financial...
Feb 5, 2022


7 things you need to know before writing a letter of wishes
Anyone setting up a discretionary trust would be well-advised to write a letter of wishes because the trustees are given discretion as to...
Jan 19, 2022
Changes to the Trust Registration Service
Introduction The Trust Registration Service (TRS) is a government register of the beneficial ownership of trusts. It was established...
Nov 22, 2021
Trust in financial planning
Making sure that you have your affairs properly planned is a crucial part of financial planning; and trusts can be a useful mechanism in...
Apr 28, 2020
Sadly, coronavirus has made people think about death!
The Coronavirus pandemic has, sadly, increased the demand for people wanting to put their financial lives in order. Solicitors have seen...
Apr 15, 2020
Money Purchase Annual Allowance (MPAA) does this affect you?
What is MPAA? The MPAA is in connection to the annual allowance for pension contributions which is £40,000 however you can carry forward...
Sep 27, 2018
Incapacity Crisis: Why you need a Welfare Power of Attorney.
The number of people living with dementia worldwide in 2015 was 47 million; by 2030 that figure will reach 75 million. A new case is...
Sep 26, 2018
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