When we meet a new client we’ll always ask if they’ve made a will. Unfortunately those who have are in the minority. Most don’t think about it and are unaware of what might happen if they die intestate (that’s the technical term for dying without a will, not a medical condition). So what would happen? […]
View ArticleFinancial Planning, Inheritance Tax Planning, Investments, Legacy Planning, News
Found this video online – real people talking about their worst financial mistakes and what they wish they’d done differently. Well worth the 3 minutes it takes to watch.
View ArticleUnbiased.co.uk recently commissioned a report to see what consumer benefits there are in seeking independent financial advice (Full report can be found here). I was surprised that in Northern Ireland only 17% of the population use an independent financial adviser (IFA). Not many people would say that they are happy with the state of their […]
View ArticleFinancial Planning, Inheritance Tax Planning, Legacy Planning, Legal, News
Recently a client passed away leaving behind his wife. Annie* and her late husband had known me since I was a baby and their children are also clients of our firm. As with many families it is often the case that one spouse “deals with the money” and Tom* had handled all of the finances. […]
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