What’s your family succession plan?

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While often difficult, having discussions with your family about estate planning, and how your assets will be distributed when you die, is so important. Here are just some of the key building blocks to consider when looking to create your own family succession plan. Have a valid Will… There are many problems that arise if you don’t have a valid Will – problems that can cause a great deal of distress to your family when you die. A valid Will … Read More

Smart Financial Strategies for Women

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Estate planning After a lifetime of working hard and accumulating your wealth, you will want to know that it is distributed according to your wishes. Many women do not want to think about making a Will or estate planning, but knowing that your loved ones are taken care of after you die could be a great comfort. Without adequate estate planning and a valid Will, you can expose your family and dependants to serious, unnecessary risks and burdens, such as your Will being … Read More

Where there’s a Will, there’s a way!

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As the saying goes where there’s a Will there’s a way! When it comes to leaving things for your family it needs to be a smart Will, otherwise, the tax man could end up being your largest beneficiary. Family succession planning is a strategy to control the way your estate is passed onto your beneficiaries in the most financially efficient and tax-effective way possible. Smarter than the average Will Having a Will is a good first step but it may … Read More