Legacy Planning Documents 101

Legacy Planning Documents 101

How many documents do you have set up? Your Will This document lets everyone involved know where they stand and what your wishes are for your Legacy Gift. Power of Attorney If you should fall ill and lose mental capacity then a Power of Attorney will enable someone to...
The Executor Burden

The Executor Burden

As we age, it’s important to plan for the future, and one of the most important aspects of this planning is the creation of a will. A will is a legal document that outlines how a person’s assets and possessions will be distributed after they pass away. However,...
Life Insurance: True or False?

Life Insurance: True or False?

Pop Quiz: Life Insurance - True or False? 1. As standard your Life Insurance will form part of your taxable Estate – TRUE 40% Inheritance Tax 2. Putting your Life Insurance in Trust is costly – FALSE, it could be free! 3. Director? Your company can pay for...
A Little about Me… Part 4

A Little about Me… Part 4

Finally here is Devon my new assistant and me having a little skive at the local beach cafe in Blyth, Northumberland. We’re getting all our ducks in a row ready to launch the prototype soon along with our tech team, marketing agency and business mentors. If...
A little about me… Part 3

A little about me… Part 3

Fast forward to December 2021, we’ve got two toddlers at nursery, sold our online business, own 14 properties and manage another 3. Life is manic as usual, but as a family we’re starting to feel settled. So why not mix that up by launching a new business!...