Estate planning sets out how your assets will be distributed, who they will go to, and when. Without making an estate plan or a Will, the Intestacy rules will be used to decide what happens to your assets.
What does the executor need to do next? How do you register a death? How do you obtain probate? All this, and more about the costs associated with passing on an estate from Wren Sterling’s Head of Later Life Advice.
Can I make gifts as a Power of Attorney? It’s a common question, and the answer is yes – but there are strict rules to be adhered to. Neil MacGillivray, Head Of Technical Support at James Hay explains.
Disputes over matrimonial assets, arrangements for children, or in situations where parties are not married; in these scenarios Claire Colbert, Family Lawyer at Freeths explains the options available to parties hoping to resolve financial disputes.
Cashflow planning allows advisers to show clients how their financial journey will unfold if it continues its current trajectory or with positive and negative impacts. Find out more about what it is and how we use it at Wren Sterling.