How Safe Is Your Will?

How Safe Is Your Will?

Jan 13, 2025 | Blog, Financial Planning

How Safe Is Your Will? How Someone You Don’t Want To Can Claim Your Estate  Imagine this: you’ve carefully drafted your Will, outlining exactly who should inherit your hard-earned assets, thinking you’ve done everything necessary to protect your loved ones.   You feel...
Claiming A Deceased Parent’s Pension

Claiming A Deceased Parent’s Pension

May 22, 2024 | Blog, Pension Planning

Claiming a deceased parent’s pension can be a daunting process.   It can sometimes be difficult to locate the pension provider and understand how many pensions your parent has.   Many people will think that the process of claiming a deceased parent’s pension gets...
Do You Have A Death Box?

Do You Have A Death Box?

Jan 13, 2023 | Blog, Protection Planning

You may not have heard of a death box before and no I’m not talking about a coffin! Picture the rather morbid scene. You’ve died suddenly in an accident and the police are at your door informing your loved ones that you have gone. What happens next? Whilst your loved...
The Best Family Trust

The Best Family Trust

Jul 21, 2022 | Blog, Financial Planning

For those looking to protect their wealth and pass it down to the next generation, the best family trust to use might not even be a trust at all. Instead, there is something far simpler which doesn’t involve complex legal structures or high levels of taxation. Let me...
Pensions After Death – Easing The Pain

Pensions After Death – Easing The Pain

Nov 11, 2021 | Blog, Pension Planning

Do you know what happens to your pensions after death?   After all, your pension pot is likely to be the second biggest asset you own after your home.   The pension pot you leave behind after death can provide a huge benefit to those you love. However if you have the...