2024 Autumn Budget Shake-Up: How New Inheritance Tax Rules Could Impact Your Estate Planning
The 2024 Budget brings big changes to estate planning. Higher IHT, new pension taxes & capped reliefs mean it's time to review your plans!
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Kylie Cox
Sep 183 min read
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
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Kylie Cox
Aug 296 min read
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.
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Kylie Cox
Aug 64 min read
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.
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Kylie Cox
Jul 265 min read
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.
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Kylie Cox
May 155 min read
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
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Kylie Cox
Apr 96 min read
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
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Kylie Cox
Apr 93 min read
Understanding Life Insurance: A Guide to Protecting Your Family's Financial Future by writing your Life Insurance Policy into Trust
The benefits of writing life insurance policies into trusts and how it can safeguard your family's financial future.
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Kylie Cox
Feb 245 min read
Why you might want to think twice about leaving your share of the property to your spouse or partner - Asset Protection
Protecting Your Loved Ones: A Guide to Estate Planning Strategies
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Kylie Cox
Nov 20, 20233 min read
Understanding the Power of a Letter of Wishes
While it is not a legally binding document, a Letter of Wishes is a useful tool designed to complement your Will or Trust
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Kylie Cox
Aug 2, 20235 min read
I own my house jointly, I think? Joint Tenants vs. Tenants in Common: Understanding Your Property Ownership
Learn the pros and cons of Joint Tenants vs Tenants in Common and how a Protective Property Trust can safeguard your estate from risks.
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Kylie Cox
May 2, 20232 min read
Can I protect a vulnerable person using my Will?
Looking after the interests of someone who cannot control their own finances is certainly a time when using a trust can be very valuable.
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Kylie Cox
Jul 26, 20226 min read
What happens if I can't manage my own affairs?
A Lasting Power of Attorney is a legal document that allows you to appoint one or more people you trust to manage your affairs.
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Kylie Cox
May 22, 20223 min read
Don’t forget about future generations – How trusts can help
When making your Will it may be difficult to think about how your family could expand in the future. Perhaps you would like to ensure...
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