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
- Sep 10
- 7 min
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.
8
Kylie Cox
- Sep 3
- 4 min
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
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Kylie Cox
- Sep 3
- 4 min
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
3
Kylie Cox
- Aug 29
- 6 min
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 6
- 4 min
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.
45
Kylie Cox
- Jul 30
- 5 min
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.
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Kylie Cox
- Jul 26
- 5 min
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
- Jul 2
- 4 min
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.
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Kylie Cox
- Jun 22
- 2 min
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.
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Kylie Cox
- May 31
- 4 min
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
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Kylie Cox
- May 30
- 4 min
Can we amend dad's Will after he has died? Understanding Deeds of Variation and Disclaimers
While it may seem that a Will is set in stone , there are legal mechanisms that allow for changes under certain circumstances
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Kylie Cox
- May 15
- 5 min
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
- May 9
- 2 min
In the Digital Age, Don't Forget About Your Digital Assets!
What happens to these digital assets when we pass away?
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Kylie Cox
- Apr 15
- 3 min
Leaving Your Legacy: The Importance of Writing a Will
Don't wait until it's too late; make writing a Will a priority
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Kylie Cox
- Apr 9
- 3 min
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?
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Kylie Cox
- Apr 9
- 3 min
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
11
Kylie Cox
- Apr 9
- 6 min
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 9
- 3 min
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
- Mar 14
- 2 min
Providing for Vulnerable Beneficiaries: Key Options and Considerations
Looking after a loved one who requires extra support requires careful planning.  This blog post explores different options available.
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