We are privileged to help thousands of people every year with their future planning and estate management. Here are a few success stories you might relate to.
Supporting a Client Who Needed a Home Visit
1 minute read posted on 3rd Mar 2026A client wanted support putting plans in place but had difficulty getting out due to mobility issues. We arranged a home visit so they could move forward comfortably. We took time to explain the choices clearly, answer questions...
Helping a Couple Put LPAs In Place Promptly
1 minute read posted on 3rd Mar 2026A couple wanted to get their Lasting Power of Attorney documents sorted without delay but felt unsure about the decisions involved. We walked them through the options, checked understanding at each step and helped them complete...
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...
Lasting Power of Attorney Discussion For Young Family
1 minute read postedSarah and Mark, a young couple, approached us for a discussion about Lasting Power of Attorney (LPA) discussion. Although commonly associated with the ageing population, throughout our discussion they recognised the critical...
Lasting Power of Attorney (LPA) For Elderly Relative
2 minute read postedThe Smith family, began to notice the challenges their ageing aunt was facing. Recognising the importance of proactively addressing potential future incapacity, the Smiths sought our assistance to explore their options with...
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...