Blog: Case-study

A client wanted to put important plans in place for the future but faced a significant challenge. Due to mobility issues, travelling to appointments was difficult and often uncomfortable, making it harder for them to access the...

A couple approached us wanting to put Lasting Powers of Attorney (LPAs) in place as quickly as possible. They understood the importance of having arrangements in place should either of them lose the ability to make decisions for...

A 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...

A 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...

Mr. 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...

Sarah 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...

The 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...

Mrs. 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...

Emma 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...

Henry 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...