Monthly Archives: March 2016

Creativity in finance

Posted on March 3, 2016 by - Uncategorized

David Bowie’s estate planning could be a lesson to us all

It’s fair to say there was no one else quite like David Bowie. He was truly one of a kind, and his music helped inspire generations of people throughout his illustrious career. However, it would now seem that he could become an inspiration when it comes to estate planning too. (more…)

Financial protection

Posted on March 3, 2016 by - Uncategorized

If the worst happened, are you fully protected?

It’s easy to think, ‘I’d cope, that’ll never happen to me’. But any of us could become ill, and a critical illness policy may help to give some financial security at a difficult time.

If the worst does happen, it’s important to make sure you’re financially protected against the impact a critical illness could have on you and your family. (more…)

Investing for success

Posted on March 3, 2016 by - Uncategorized

Achieving your goals by weighing the potential risks alongside the prospective returns

Successful investing involves making choices that meet your unique needs today and your financial goals for the future. A well-defined investment strategy is one of the cornerstones of a successful financial life. Investing is about building wealth slowly rather than getting rich overnight. (more…)

Life assurance cover

Posted on March 3, 2016 by - Uncategorized

Funding a potential Inheritance Tax liability

After taking the appropriate steps to put in place an Inheritance Tax planning strategy, if there is still the potential likelihood of a liability on your estate or if you have made gifts which have created a potential liability for the recipients if you die within seven years, we can help you review how you could fund this liability in the most efficient way. (more…)


Posted on March 3, 2016 by - Uncategorized

Helping you control and protect your assets

One of the most effective ways you can manage your estate planning is through setting up a trust. The structures into which you can transfer your assets can have lasting consequences for you and your family, so it is important that you obtain professional advice, as the right structures can protect assets and give your family lasting benefits. (more…)

Dying intestate

Posted on March 3, 2016 by - Uncategorized

If there’s no valid will

When you die, your estate has to be distributed one way or another. If you have a will, your executors have to gain
a Grant of Probate in England & Wales or Northern Ireland (a Grant of Confirmation in Scotland). If there’s no valid will, or the named executors in the will are unwilling or unable to carry out their duties, a Grant of Letters of Administration is needed. This is known as ‘dying intestate’. (more…)

A will is the first step

Posted on March 3, 2016 by - Uncategorized

Sharing out your estate

Planning your finances in advance should help you ensure that when you die, everything you own goes where you want it to. Making a will is the first step in ensuring that your estate is shared out exactly as you want it to be. (more…)