7 days agoLetters of wishesIt might seem an obvious thing to say, but a discretionary trust allows the trustees to use their discretion when paying income or...
May 7Shocking new research reveals how few ‘Later Life’ divorcees access collaborative financial advice.Divorcees invariably need financial advice. There are so many areas where professional legal advice requires complementary financial...
Feb 29Don’t forget about the Pension WillPASSING IT ON EFFICIENTLY Passing on wealth efficiently and to coincide with the preferences of clients is a duty incumbent to both the...
Dec 19, 2023How can I live a better life now, while still providing for future?Key thoughts: Becoming debt free Having a cash reserve Being able to live comfortably on unearned income Being organised and feeling...