by Legacy Insights | Mar 30, 2021 | Uncategorized
As unwanted Christmas gifts languish in the corner, research reveals the huge investment power of a small pot of money given to children and invested for later life. Opinium Research on behalf of St James’s Place asked parents of under-18s how much would be spent on...
by Mark L | Mar 16, 2021 | Legacy Planning
Legacy Planning is an extremely valuable, and often overlooked part of good financial management. We have asked Mark Layzell – Co-founder and Managing Director of Legacy Matters for some top tips on effective Legacy Planning. Why is Legacy Planning so important to...
by Legacy Insights | Mar 9, 2021 | Uncategorized
After someone’s death, the executor named in their Will is responsible for winding up their estate. If the executor dies, either before or during the estate administration, there is a process which must be gone through to find and appoint another executor. The...
by Legacy Insights | Mar 2, 2021 | Uncategorized
Your Lasting Power of Attorney (LPA) is an important document. It gives your chosen attorney the power to deal with your affairs on your behalf, should you lose the capacity to do so yourself. But is it a good idea to appoint your children? You can make an LPA giving...