Goals & planning

The retirement admin you may not have considered

With the big stuff sorted, these are the smaller bits of admin that can help you make the most of your retirement.

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Money & finances

Statutory wills

They are often a final resort, however statutory wills should always be considered when assessing estate planning.

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Money & finances

Ill-prepared executors a disaster for estate planning

Being an executor of an estate is an enormously important role with a huge impact on the lives of those named in a Will.

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Money & finances

Your first estate plan

Online portals present a simple and cost-effective way for young people first entering the estate planning arena to get started.

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Money & finances

Your philanthropic legacy

Leaving a philanthropic legacy is no longer an area reserved for the wealthy. It is often in a person’s Will that a lasting legacy can be truly established. 

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Money & finances

Cryptocurrency and estates

The anonymity of cryptocurrencies presents a unique set of challenges for estate planning.

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Money & finances

Digital footprints after you pass away

Social media accounts live on after their creators pass away and can create uncertainty for estate executors.

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Money & finances

How incorporating discretionary testamentary trusts can work for you

Discover ways to bequeath your estate to your loved ones that can offset tax.

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