Here we speak to Rodrigo Alonso Martins about the variety of factors in wealth planning and how globalization has impacted clients. With a variety of factors playing a part in wealth planning, can you share the most underrated, but highly important aspect, which enables clients to devise an efficient wealth management plan? Nowadays, the personal […]
Kevin Davidson, Founder, Chief Legal Counsel and Life & Legacy Planning Attorney at The Estate Planning Group, discusses how business owners should best tackle estate planning. Estate planning for business owners: Where should they begin? We really recommend an entirely different approach, and call what we do Life & Legacy Planning, rather than “estate […]
Retirees who have transferred their UK pension into an overseas pension scheme – or are planning on doing so - need to ensure they can still be fully serviced from their adviser as sweeping rule changes come into effect this summer.
Paula Myers is the National Head of the Will, Trust and Estate Disputes team at Irwin Mitchell Private Wealth and discusses when disputes arise, why there is an increase of contentious trust and probate matters and what can be done to reduce this. What types of trust and probate issues are most likely to turn […]
Hiring an attorney is often the first worry when something goes wrong and there are legal implications. Finding an attorney is actually quite easy, but for those who haven’t been there before, finding the right one can be tricky.
But sometimes, issues and concerns may arise with this process, thus leading parties to question the will at hand. We speak with Alison Meek on what happens when a will is contested. Contesting a will: when should people begin thinking about approaching a lawyer? It is difficult to challenge a formally correctly executed will. In […]
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