Wills & estates
What is a Will?
What a will is, what it does and why having one in place matters for you and those you leave behind.
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Wills & estates
Intestacy
What happens to your estate if you die without a valid will and how the intestacy rules determine who inherits.
Wills & estates
Divorce and Your Will
How divorce affects an existing will and the planning steps that should follow a change in relationship status.
Wills & estates
Financial Dependency
How financial dependency can affect claims against an estate and the planning considerations that arise.
Wills & estates
Property Ownership
How different forms of property ownership work and the planning implications of each for individuals and couples.
Wills & estates
Choosing Executors, Trustees and Attorneys
How to choose the right people to act as executors, trustees and attorneys, and what each role involves.
Wills & estates
Appointing Guardians and Parental Responsibility
How to appoint guardians for children in a will and the legal framework around parental responsibility.
Tax planning
Inheritance Tax
An introduction to inheritance tax, how it applies and the planning considerations that can help manage its impact.
Tax planning
Inheritance Tax Planning for Unmarried Couples
The specific inheritance tax considerations that apply to unmarried couples and how to address them.
Tax planning
Inheritance Tax Planning and the Family Home
How the family home is treated for inheritance tax purposes and the planning options available.
Personal planning
Long-term Care Charging: A Growing Problem
How long-term care costs are assessed and charged, and the planning steps that can help protect your position.
Personal planning
Powers of Attorney and Advance Decisions
How lasting powers of attorney and advance decisions work and why putting them in place matters.
Trust planning
Protective Property Trust
How a Protective Property Trust works and the circumstances in which it can be a useful planning tool.
Trust planning
What is a Discretionary Trust?
An explanation of discretionary trusts, how they are structured and the planning purposes they can serve.
Trust planning
What is a Bare Trust?
A clear explanation of bare trusts, how they differ from other trust structures and when they are used.
Trust planning
What is a Disabled Discretionary Trust?
How disabled discretionary trusts work and the circumstances in which they provide an appropriate planning solution.
Trust planning
What is a Trust and Being a Trustee?
An introduction to trusts, how they work and what being a trustee involves in practice.
Business planning
Guide to Inheritance Tax and Asset Protection for UK Business Owners
Inheritance tax exposure and asset protection strategies relevant to UK business owners.
Business planning
What an FCCA Can Do for Your Business or Property Portfolio
The practical value a Fellow of the Association of Chartered Certified Accountants can bring to business and property planning.
Business planning
Why Have a Business Will and Power of Attorney?
The importance of having a business will and power of attorney in place and what can happen without them.
Business planning
Why Have a Partnership Agreement?
The importance of a formal partnership agreement and what can happen to a business without one.
Business planning
Shareholders Agreements: Points to Consider
The key provisions to consider when putting a shareholders agreement in place.
Business planning
Why Have a Shareholders Agreement?
Why a shareholders agreement matters and the protection it provides to business owners.