What age will you be ready to have Wills prepared?

Earlier this year, I met the most delightful couple, who had never quite got round to getting Wills in place. They were in their nineties, and were very inspiring people. I could see how they had aged so well, as they both had a really compassionate and joyful...

Award Nomination

I was honoured to be shortlisted for Best Business Woman in Legal Services at the Best Business Women Awards. I genuinely love what I do – supporting people in taking action and sharing messages that make a difference to your awareness about your estate. This...

I admit I felt emotional

Earlier this week, a chap popped into my office without appointment. He asked if he could speak with someone about his Dad who’s died. He was taken to my meeting room, offered a cup of tea, and then I joined him. We went through the brief details of the estate,...

Promote your adult children if appropriate

Clients who have children approaching eighteen, should consider getting on with Wills for now, with a view to promoting children as they reach adulthood. I have clients who went ahead with Wills last year, knowing that they’d want to put eldest son in charge as...

Think of your estate as a pizza

Sometimes clients approach me and tell me that they want to give their home to this person, their Halifax account to that person, and other investments to another person. In pizza speak, this is a bit like saying your pepperoni to this person, your green peppers to...