Amending Your Will

Are Codicils a Good Idea? Life constantly changes, and sometimes your last Will needs updating to reflect new circumstances. When you need to make a minor change to an existing Will, you might consider using a codicil. But are they really a good idea? A codicil is a separate legal document that officially amends, rather […]

The Risks of Private Promises in Your Will

A Cautionary Tale from Lorenz v Caruana Secret trusts, a unique and longstanding feature of English law, continue to spark debate and present complex challenges in estate planning. These trusts allow a person to leave property to a secret trustee in their Will, with a private, unwritten understanding that the property will benefit another person, […]

A Checklist for Making a Will

Thinking about your Will may not seem glamorous, but it is essential for protecting your loved ones’ future. A Will is a legal document that explains how you share your assets and who will care for your minor children and estate. Without one, intestacy laws decide these matters, and they might not align with your […]

Equity Release: Unlocking Home Wealth Responsibly

Equity release continues to grow in popularity among older homeowners in the UK, driven by increasing property values and the desire for extra retirement income. This option allows homeowners, typically aged 55 and over, to access the equity in their home without moving. They can opt to receive a tax-free lump sum or regular income, […]

Partnerships & Accreditations