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Trustees – What responsibilities do they have

Trustees have a wide range of responsibilities when administering the trust estate under their charge. What is a trustee? A trustee is a person or a firm that holds and administers property or assets held in a trust for the benefit of a third party. A trust can be created for a variety of purposes. For example, trusts can be established in bankruptcy situations or in certain types of retirement plans or to manage assets for a minor or someone lacking capacity. Alternatively, a trust may be established to hold…

Inheritance Tax: Strategies to Secure Your Family’s Financial Future

There has been speculation in the media for the past few years about Inheritance tax (IHT) as a potential target for tax reform, but so far this has not come to fruition. People are fearful of the bills they will leave for their families, but the reality is that many who worry fall well below the threshold at which IHT is payable.  But with IHT charged at 40 per cent it’s certainly worth doing a regular check on where you stand, as those who could be liable can minimise their liability by taking advice and planning ahead.
divorce

Divorce and your Will

In a 2021 survey, over two-thirds of happily married couples were uncertain about their estate's fate in a divorce. Additionally, 37% believed their former spouse would lose any claim to their estate post-divorce. Read more.
Will up to date

Must I update my Will?

Having an up-to-date Will is the best way to ensure your wishes are carried out when you are no longer here. It also takes the stress away from your loved ones at an already challenging time. In this article, we look at five ways having a Will helps your loved ones after you pass.
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