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Understanding Testamentary Freedom: What To Do If You've Been Excluded from a Will
In England and Wales, our legal systems allows people to have testamentary freedom, which effectively means individuals are free to leave...
Kylie Cox
Apr 10, 20225 min read
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How to make the most of tax-free allowances for married couples?
There are major benefits to being married or in a civil partnership when it comes to inheritance tax. If you are married or in a civil...
Kylie Cox
Feb 3, 20223 min read
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Estate Planning for Small Business Owners
Running a business isn't for the feint of heart. It's for the brave, the patient, and the persistent. It's for the overcomer." This...
Kylie Cox
Nov 3, 20212 min read
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5 useful things you might not know about gifting to charities in your Will
Many people will consider making a gift to a charities in their Will and there are many benefits in doing so.
Kylie Cox
Sep 7, 20213 min read
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Will my partner automatically inherit when I die?
The laws when someone dies are very outdated and do not make any provision for unmarried couples nor for step children.
Kylie Cox
Sep 4, 20212 min read
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Protecting you, your family and your wealth
What would happen to our families and belongings if we were no longer around. It is important to look at how we manage our assets.
Kylie Cox
Jul 5, 20213 min read
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5 Things to consider before your Will appointment
If you’re about to make you Will for the first time you may be wondering what you should be considering.
Kylie Cox
Apr 14, 20213 min read
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Estate Planning in a Nutshell
Updated: Nov 16, 2023 Most people will not be familiar with the term Estate Planning and I expect you might be sat there scratching your...
Kylie Cox
Apr 6, 20213 min read
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5 Reasons to Review your Will
Reviewing your Will and keeping it up-to-date, is just as important as making your Will in the first place.
Kylie Cox
Mar 29, 20213 min read
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The 5 Most Common Estate Planning Myths
Estate Planning is relevant to all of us, regardless of how much wealth we might possess.
Kylie Cox
Jan 7, 20213 min read
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Inheritance Tax (IHT) - The Top 5 Tax Saving Tips
Inheritance Tax (IHT) remains a significant consideration for individuals seeking to safeguard their wealth and provide for their loved ones
Kylie Cox
Jan 7, 20213 min read
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Gifting Assets - Protecting Family Assets through the Generations
Making gifts can have significant consequences on an individual's inheritance tax bill and could lead to the loss or mismanagement of assets
Kylie Cox
Jan 7, 20213 min read
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The Pandemic Wake-Up Call: Why Now is the Time to Update or Write a Will
Discover the urgency of making or updating your will after the pandemic. Safeguard your loved ones' and your assets. Leave your legacy
Kylie Cox
Jan 7, 20212 min read
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