Apr 2Wealth is not an insulator against vulnerability.Identification of vulnerability is key. For many years our own regulator, the FCA, has quite rightly given huge emphasis on how we, in...
Jan 3, 2023The role of the trustee when it comes to investmentThis article considers the specific requirements of a trustee in respect of the trust investments set out in the Trustee Act 2000. The...
Apr 28, 2022Lasting Powers of Attorney: Guidance for ClientsThis guidance has been written to support clients to make lasting powers of attorney (LPAs). It is not a substitute for using a suitably...
Apr 29, 2020Trust in financial planningMaking sure that you have your affairs properly planned is a crucial part of financial planning; and trusts can be a useful mechanism in...