A Letter of Wishes is a private and confidential document, which can be drafted to be kept with a Will. A Will is legally binding,
Q: My wife and I want to write our Wills. We have two young children. I want to make sure that if I die before
It is important when giving advice on Pensions that the client is aware how this sits with Inheritance Tax Planning. Regulations concerning pensions have changed.
In 2007 the Chancellor of Exchequer changed the law so that it became easy for married couples to transfer their Nil Rate Band (NRB) to
There are so many different facets to Estate Planning that clients just have not thought about. Why would your clients want to invest and save
You value your client’s financial well-being. That is because you value the financial advice that you give and hope that you have a long lasting