Estate Planning

The straightforward definition of a Trust is: “An agreement whereby property is managed by one person (or persons) for the benefit of another person (or persons). However, there are many different forms of Trusts, including...

Estate Planning can be possible the most emotive of financial planning subjects. A financial planner will be able to bring a strong degree of objectivity and personal experience to the discussion...

Your Estate refers to everything you own. This includes all your possessions, investments, businesses and property. It’s never too early to start thinking about your estate and how to pass it on, but it’s often too late...

Whoever you are and at whatever life stage, you should have one eye on your estate. As with many things in life, starting early makes things easier rather than harder. Organising your estate should only need to be done once and it may be the most important financial decision you’ll ever make...

Estate planning refers to a plan for your assets when you pass away; this includes all your real estate, investments, bank accounts and any personal belongings you own...