Reviewing your estate planning and wider arrangements may sound like a significant undertaking, but it does not necessarily require a complete overhaul. With that in mind, our private client checklist considers five key areas to review this autumn. Your pension
More about Getting your house in order: a private client checklist for SeptemberWhile trustees of private trusts remain primarily focused on achieving appropriate financial returns for beneficiaries, many are now being asked to consider how trust investments align with family values, responsible stewardship and broader long-term objectives. Why this matters The private wealth landscape is changing. Families often span
More about Wealth and values: investing beyond financial returnA round-up of legal updates for the Wills and probate industry over the past month is as follows. Estate administration – change to the legal definition of “treasure” The government has announced that the legal definition of “treasure” in the
More about Wills and Probate Monthly Update – March 2023