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Blog: Wills

Vulnerable Beneficiary | Tailored Will Planning

1 minute read

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...

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Understanding the Difference Between Owning Property as Joint Tenants and Tenants in Common

Jamie Shepherd 4 minute read by Jamie Shepherd

When it comes to owning property, it's crucial to understand the different ways in which multiple individuals can hold ownership. Two common forms of co-ownership are joint tenancy and tenancy in common. While they may sound...

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Safeguarding Your Assets: The Power of a Discretionary Trust in Your Will

4 minute read by Claire Earwaker dos Reis

Planning for the future is an essential aspect of responsible financial management. As you accumulate wealth and assets throughout your life, it becomes crucial to consider ways to protect and distribute them wisely, even after...

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The Importance of Having a Will as a Business Owner

Jamie Shepherd 4 minute read by Jamie Shepherd

As a business owner, you dedicate countless hours, energy, and resources to building and growing your enterprise. You work tirelessly to secure the future of your business and ensure its success. However, amid the hustle and...

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The Impact of Marriage on a Will: Ensuring Your Wishes Are Preserved

Jamie Shepherd 4 minute read by Jamie Shepherd

Marriage is a significant milestone in many people's lives, symbolising love, commitment, and partnership. While couples embark on this journey, it is essential to consider the legal implications that marriage can have on various...

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Amending Wills After Receiving Inheritance Money

2 minute read

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...

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New Will for First-Time Buyers

Jamie Shepherd 2 minute read by Jamie Shepherd

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...

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Grandparents Needed Updated Wills Arranging

Jamie Shepherd 1 minute read by Jamie Shepherd

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...

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New Parents Needed Wills To Protect Their Children

Jamie Shepherd 1 minute read by Jamie Shepherd

As first-time parents, Amelia and Michael were navigating uncharted waters, considering the responsibility of parenthood and the need to plan for the unexpected. Through thoughtful discussions and leveraging our experience, we...

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New Tailored Wills The Blended Family

Jamie Shepherd 2 minute read by Jamie Shepherd

A blended family, comprised of a couple with children from previous marriages, approached us seeking guidance on structuring their wills. John and Emily each had two children from a previous marriage. The primary concern was how...

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