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Kylie Cox
Nov 26, 20243 min read
12 Reasons to Make a Will and Protect Your Loved Ones
Make a Will to protect your loved ones, secure your legacy, and ensure your wishes are carried out. Don't wait – start planning today
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Kylie Cox
Nov 6, 20244 min read
Leave a Lasting Legacy: How Charitable Giving in Your Will Can Make a Difference
Charitable giving in your Will supports causes you care about and offers tax benefits. Explore how to create a meaningful legacy!
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Kylie Cox
Jul 2, 20244 min read
The "Great Wealth Transfer" - Why You Need to Have "The Money Talk" with Your Parents
Talking about money with your parents can be uncomfortable, but it's a conversation that’s essential for ensuring financial security.
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Kylie Cox
Apr 9, 20243 min read
Sideways Disinheritance: What could happen to my children's inheritance if my partner remarried after I die?
Protecting against sideways disinheritance and other unforeseen circumstances requires careful estate planning
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Kylie Cox
Oct 2, 20233 min read
Inheritance Tax: What you need to know
Inheritance Tax (IHT) is a tax levied on the value of a deceased person's estate
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Kylie Cox
Sep 7, 20213 min read
5 useful things you might not know about gifting to charities in your Will
Many people will consider making a gift to a charities in their Will and there are many benefits in doing so.
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Kylie Cox
Jan 7, 20213 min read
Inheritance Tax (IHT) - The Top 5 Tax Saving Tips
Inheritance Tax (IHT) remains a significant consideration for individuals seeking to safeguard their wealth and provide for their loved ones
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Kylie Cox
Jan 7, 20213 min read
Gifting Assets - Protecting Family Assets through the Generations
Making gifts can have significant consequences on an individual's inheritance tax bill and could lead to the loss or mismanagement of assets
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