top of page

Search


Estate Planning for Business Owners: Securing the Future of Your Business and Family
Estate planning is essential for business owners to ensure continuity, protect assets, & minimise taxes. Learn how to protect your business
Kylie Cox
Sep 18, 20243 min read
16


Unclaimed Inheritance: The Executor’s Guide to Finding Dormant Assets in the Digital Age
Discover how to track down unclaimed inheritance in the digital age and fulfill your duty as an executor with confidence.
Kylie Cox
Sep 17, 20243 min read
7


The Importance of Protecting Your Children Through Your Will
Secure your children's future by appointing guardians and trustees in your Will. Learn the key steps to protect their inheritance.
Kylie Cox
Sep 10, 20247 min read
25


How to Gift Surplus Income to Beat Inheritance Tax: Understanding the Rules
Learn how gifting surplus income can help reduce inheritance tax, and why keeping detailed records is crucial to qualify for the exemption.
Kylie Cox
Sep 5, 20244 min read
71


Excluding Someone from Your Will: What You Need to Know
Excluding someone from your Will is a significant decision. Learn the legal implications and tips to minimise potential disputes
Kylie Cox
Sep 3, 20244 min read
122


Cohabitees - Know Your Rights for when your Partner Dies
Cohabitees don’t have the same rights as spouses when a partner dies. Learn how to protect your rights, access benefits & secure your future
Kylie Cox
Sep 3, 20244 min read
61


Understanding the Inheritance Tax 7-Year Rule: Avoiding Unexpected Bills
Understand the Inheritance Tax 7-year rule to avoid unexpected bills. Learn how careful estate planning can protect you and your loved ones.
Kylie Cox
Aug 29, 20246 min read
259


Appointing an Executor: Why You Need to Choose Wisely
An executor ensures a deceased's wishes are fulfilled, managing assets, debts, and inheritance. Read about the role and responsibilities.
Kylie Cox
Aug 27, 20246 min read
18


Can I Give My House to My Children to Avoid Paying Care Home Fees?
Fear care home costs? Gifting your home might not be the answer. Means testing, deprivation of assets, and legal complexities can arise.
Kylie Cox
Aug 6, 20244 min read
6,953


DIY Wills - Why Writing Your Own Will is a Risky Gamble
Drafting your own will? Beware! Legal pitfalls, family disputes, and tax issues can arise.
Kylie Cox
Jul 30, 20245 min read
12


Which Trust is Right for You? A Comprehensive Guide
Trusts are a versatile and powerful tool in estate planning. Trusts are very common and play a key role in many aspects of everyday life.
Kylie Cox
Jul 26, 20245 min read
76


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.
Kylie Cox
Jul 2, 20244 min read
15


Why Cohabiting Couples Must Understand Their Legal and Tax Status as Cohabitation Rates Soar
Many cohabiting couples are unaware of the legal and financial implications of their living arrangements.
Kylie Cox
Jun 22, 20242 min read
14


Celebrating Pride Month: Essential Estate Planning Considerations for the LGBTQ+ Community
Inheritance planning for LGBTQ+ individuals is vital.From Wills to tax considerations, it's crucial to navigate legal complexities with care
Kylie Cox
May 31, 20244 min read
13


Safeguarding and Planning for Your Children's Future: Appointing Guardians and Trustees
Estate planning offers several vital tools to safeguard your children's future, providing peace of mind for both you and your loved ones
Kylie Cox
May 15, 20245 min read
15


In the Digital Age, Don't Forget About Your Digital Assets!
What happens to these digital assets when we pass away?
Kylie Cox
May 9, 20242 min read
13


Leaving Your Legacy: The Importance of Writing a Will
Don't wait until it's too late; make writing a Will a priority
Kylie Cox
Apr 15, 20243 min read
12


What happens if I don't make a Will?
Writing a Will isn't exactly at the top of everyone's fun list. But what happens if you kick the bucket without one?
Kylie Cox
Apr 9, 20243 min read
7


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
Kylie Cox
Apr 9, 20243 min read
21


Can I put my house in trust to avoid paying for Care Home Fees?
While trusts can offer benefits in estate planning and asset protection, setting them up solely to avoid care fees may not be effective
Kylie Cox
Apr 9, 20246 min read
11,241
bottom of page