Tag Archives: legacy

What to do when someone dies

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.

Ensuring that your legacy reaches the next generation

Whether we agree with it or not, most of us understand the concept of paying for our later life care. Most people are careful and do not want to pay more than necessary, although paying for your own care brings with it the choice of where and how you are cared for. Find out more in this article from our partners, The Will Writing Company.

4 essential rules of gifting

Some clients have retired when they begin to plan for IHT. For some, this may be too late, as this raises the possibility of being taxed on gifts already made as they’re more likely to die within the seven year timeframe for tax-free gifting. Find out more in this article on the essentials of gifting.

Protection – safeguarding your legacy

Wren Sterling Independent Financial Adviser Sandra Corkhill explains why protection insurance is an essential aspect of financial planning. Here are her protection tips. As a financial adviser, the toughest conversation to have with a client can be around protection. It broaches things we would all rather not think about, but it is very important, particularly [...]