Blog

Our managing director Eloise Herdman holds the title of “TEP” (Trust and Estate Practitioner) as a full member of the Society of Trust and Estate Practitioners (STEP) since 2021. This blog explains what a TEP is, and why it is of benefit to our clients.

It is well known that we, as human beings, live far longer than we ever did before. Advances in medical treatments, better lifestyle choices, accessibility to better food and safer working environments all mean that the majority of people live to be elderly before they pass away.

Having a Will is vital to ensure that your wishes are known, and your family are protected and provided, when you pass away. Typically people make a Will long before they pass away and this may mean that your Will will need updating during your lifetime if major changes occur. Knowing when might be appropriate to consider changing your Will can help you keep it under review.

A “digital legacy” is the sum total of all digital information and assets that exist about you after you pass away. It encompasses both tangible digital property with monetary value, such as cryptocurrency; and items of sentimental value, such as social media profiles, email accounts, and photos stored in the cloud. Financial assets such as Crypto-currencies are becoming increasingly popular but without the correct planning those funds can be lost forever.

Testamentary freedom is a right in England to a person to divide their assets in their Will as they wish. Here are some of the most whacky and wonderful Wills we could find, which demonstrates how every circumstance is unique.

When it comes to considering funeral wishes in a Will, the majority of people have not ever thought about what they would want to happen when they pass away.

Over the last few years, the Trust Registration Service (TRS) has brought about a significant change in how Trusts are registered and managed. In this article, we will look at the TRS in more detail and explore some of its key features.

Losing a loved one is a painful and confusing time for all of us, and if your loved one was a close relative and they did not leave a Will, or you are an executor under their Will, you may be wondering what you need to do and who you need to speak to.

It is increasingly common that people write their Wills and when they come to us for a review, they know they have a Will in place but they have no idea who wrote it, where it is, or whether they retained the original themselves.