Posts In Estate Planning

How life insurance can be a useful estate planning tool

How life insurance can be a useful estate planning tool

Estate planning is a really important part of the wealth protection element of a comprehensive financial plan and life insurance can play a number of roles in this, particularly if you should pass away suddenly and/or prematurely. Jordan Donald takes a look at some of the ways life insurance can help.

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Jordan Donald

Jordan Donald

Posted on November 27, 2018 in Estate Planning.

Is the UK inheritance tax system due for an overhaul?

Is the UK inheritance tax system due for an overhaul?

It can be difficult and time-consuming to understand the requirements of tax-efficient state planning. The UK’s inheritance tax system is confusing, overcomplicated and unnecessarily bureaucratic, causing a huge amount of stress to grieving families at a time when they are particularly vulnerable. Paul Dodd shares some helpful advice on how you can simplify the process.

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Paul Dodd

Paul Dodd

Posted on November 26, 2018 in Estate Planning.

New Year, new will

New Year, new will

Typical New Year's resolutions including getting fit, starting a course or reading all those books that have been gathering dust. But how about resolving to do something that could quite literally change lives? Cindy-Marie Leicester from Wills Worldwide explains why writing a will should be on everyone's to-do list for 2018.

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Cindy-Marie Leicester

Cindy-Marie Leicester

Posted on January 22, 2018 in Estate Planning.

Planning your wedding? Don’t forget to talk about death!

Planning your wedding? Don’t forget to talk about death!

Behind a flippant Halloween picture lies a serious estate planning message for newly married couples.

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Cindy-Marie Leicester

Cindy-Marie Leicester

Posted on October 31, 2016 in Estate Planning.

UK inheritance tax – are those ‘in the know’ paying less?

UK inheritance tax – are those ‘in the know’ paying less?

Expat will writer Cindy-Marie Leicester investigates.

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Cindy-Marie Leicester

Cindy-Marie Leicester

Posted on May 05, 2015 in Estate Planning.

The Parable of the Secret Millionaire

The Parable of the Secret Millionaire

Paul Dodd explains how every year billions of dollars goes astray and examines how simple record keeping can ensure your assets go to your loved ones.

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Paul Dodd

Paul Dodd

Posted on September 25, 2014 in Estate Planning.