Watch our video to find out what we can do for you
News and Insights
Head of Marketing, Ceris Hymas, explains why our clients were so happy with investment performance at the end of 2020 and explains why portfolio diversification is key to protecting wealth. 2020 was a tough year for most and it was certainly challenging for investors, who struggled to keep up with volatile and unpredictable financial markets. […]
Whilst making a will and estate planning both deal with choosing who will inherit your estate and be responsible for handling all your affairs after you’ve gone, estate planning goes much further than this, putting strategies in place to ensure loved ones are protected and provided for in the best way possible
If you have set ideas about who you would like to benefit from your estate when you die, or you are particular about who you would not like to inherit any of your assets, then the only way to take control is to make a will. But there are more reasons why you need a will. Let’s explore some of them in more detail.