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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.
Kylie Cox
Aug 29, 20246 min read
260


Appointing an Executor: Why You Need to Choose Wisely
An executor ensures a deceased's wishes are fulfilled, managing assets, debts, and inheritance. Read about the role and responsibilities.
Kylie Cox
Aug 27, 20246 min read
18


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.
Kylie Cox
Aug 6, 20244 min read
6,968


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.
Kylie Cox
Jul 2, 20244 min read
15


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.
Kylie Cox
Jun 22, 20242 min read
14


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
Kylie Cox
May 15, 20245 min read
15


In the Digital Age, Don't Forget About Your Digital Assets!
What happens to these digital assets when we pass away?
Kylie Cox
May 9, 20242 min read
13


Leaving Your Legacy: The Importance of Writing a Will
Don't wait until it's too late; make writing a Will a priority
Kylie Cox
Apr 15, 20243 min read
12


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?
Kylie Cox
Apr 9, 20243 min read
7


Debunking the Myths: 5 Common Will Writing and Estate Planning Misconceptions
There are a bunch of myths floating around that might be stopping you from writing your Will. Here's the truth behind 5 misconceptions
Kylie Cox
Mar 18, 20242 min read
10


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.
Kylie Cox
Mar 14, 20242 min read
28


The Human Cost of Intestacy - Unveiling the Unfairness of Intestacy Rules
Here are three real-life stories that illustrate the human cost of intestacy and how unjust this law can sometimes be.
Kylie Cox
Mar 2, 20243 min read
26


5 Excuses for NOT Writing a Will (and Why They're Wrong) - Avoiding the Intestacy Rules
Everyone needs a Will, regardless of age, wealth, or relationship status. Failing to create a Will can lead to complications and stress.
Kylie Cox
Mar 2, 20243 min read
7


Marriage and Wills: What Happens to Your Will When You Say 'I Do'?
Don't let your wedding bells become a wake-up call for outdated estate planning.
Kylie Cox
Feb 10, 20243 min read
19


Estate Planning for Different Life Stages
Estate Planning is for everyone and it's something that needs to be reviewed and kept up to date.
Kylie Cox
Feb 6, 20245 min read
10


The importance of storing your Will securely
Many people underestimate the importance of storing their Will securely once it has been completed.
Kylie Cox
Oct 30, 20232 min read
14


Thinking about Estate Planning? – 5 Things you should consider
We look at the five things you should consider doing before embarking on your estate planning journey.
Kylie Cox
Sep 18, 20234 min read
8


The importance of keeping your Will under review
Life events, changes in financial status, and shifts in relationships can all impact the effectiveness of your will.
Kylie Cox
Aug 25, 20235 min read
10


Navigating Life's Twists: How Divorce and Marriage Impact Your Will
How does marriage and divorce influence your Will? What steps can you take to ensure your estate planning remains aligned to your wishes?
Kylie Cox
Aug 21, 20234 min read
17


5 Common Estate Planning Mistakes
Estate planning is crucial for ensuring your assets are distributed. However, there are several common mistakes people make.
Kylie Cox
Aug 15, 20235 min read
18
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