There is no “one size fits all” solution when it comes to estate planning because the dynamics and needs within families evolve and change over time.
Recently, we met with a client who was concerned about providing for their current partner and their children from a previous relationship. Our client wanted to make sure their children received a benefit whilst also protecting their current partner from any conflict or claim against them.Read more
We often meet clients who do not realise the importance of estate planning where they are involved in a private company as a director and/or shareholder.
Recently, we met with a client to prepare their Will, they were ready to tell us about their intentions for their assets and children. However, when we tried to discuss their business succession, they had not thought about it or reviewed their company constitution and trust deeds to see if they provided any options.Read more