Urgent Will for Terminally Ill
2 minute read postedA gentleman in his 50s was unexpectedly diagnosed with stage IV cancer. With an unclear life expectancy and the effects of his first round of chemotherapy weighing heavily on him, he urgently needed to prepare wills for himself...
Estate Planning With an Estranged Child
2 minute read postedA married couple with three children (14, 16, and 21) faced a unique challenge. Mr had an estranged son, aged 36, with whom he had no contact since separating from his ex-partner. The son was not financially dependent, and Mr was...
Vulnerable Beneficiary | Tailored Will Planning
1 minute read postedMr. and Mrs. had three children, one of whom had special needs. This child lives in residential care, receives benefits, and will never be able to live independently or manage their finances. They wanted to make financial...
Understanding the Difference Between Owning Property as Joint Tenants and Tenants in Common
4 minute read posted by Jamie ShepherdWhen it comes to owning property, it's crucial to understand the different ways in which multiple individuals can hold ownership. Two common forms of co-ownership are joint tenancy and tenancy in common. While they may sound...
Safeguarding Your Assets: The Power of a Discretionary Trust in Your Will
4 minute read posted by Claire Earwalk dos ReisPlanning for the future is an essential aspect of responsible financial management. As you accumulate wealth and assets throughout your life, it becomes crucial to consider ways to protect and distribute them wisely, even after...
The Importance of Having a Will as a Business Owner
4 minute read posted by Jamie ShepherdAs a business owner, you dedicate countless hours, energy, and resources to building and growing your enterprise. You work tirelessly to secure the future of your business and ensure its success. However, amid the hustle and...
The Impact of Marriage on a Will: Ensuring Your Wishes Are Preserved
4 minute read posted by Jamie ShepherdMarriage is a significant milestone in many people's lives, symbolising love, commitment, and partnership. While couples embark on this journey, it is essential to consider the legal implications that marriage can have on various...
Amending Wills After Receiving Inheritance Money
2 minute read postedMrs. Johnson had recently inherited a significant sum of money, and she was seeking guidance on how to structure their Wills to ensure the preservation of these funds for future generations while still allowing the surviving...
New Will for First time buyers
2 minute read postedEmma and James, a young unmarried couple, recently purchased their first home together. Their mortgage broker had recommended an initial discussion with us to understand what would happen in the event one of them were to die. Emma...
Grandparents Needed Updated Wills Arranging
1 minute read postedHenry and Margaret, grandparents with a growing family, approached us with the intention of updating their wills. The primary concern for Henry and Margaret was to update their wills to reflect the changing dynamics of their...