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If you are weighing up bare trust vs discretionary trust, you are already asking the right question. The trust itself is not the goal. The goal is protecting the right assets, for the right people, at the right time, without creating avoidable risk, tax problems or...
The Core Idea You do not rise to the level of your goals — you fall to the level of your systems. That is the central argument of James Clear's Atomic Habits, and it applies as much to financial planning as it does to fitness or productivity. The Four Laws Applied to...
The Book in Brief Atomic Habits, published in 2018 by James Clear, has become one of the most widely read books on behaviour change in the past decade. Its central argument is deceptively simple: you do not rise to the level of your goals; you fall to the level of...
The Real Reason You Keep Postponing Writing a will, reviewing a pension, updating an LPA — these are not complicated tasks, but they are the ones most likely to be put off indefinitely. The reason is usually not complexity or cost. It is decision fatigue: the...
The Decisions You Make When You Are Tired Are Not the Decisions You Would Make When You Are Rested There is a well-documented pattern in behavioural psychology that has direct relevance to anyone managing their finances, running a business, or planning their estate....
Most families do not lose wealth in one dramatic event. It usually slips away through avoidable tax, poorly drafted documents, care fee exposure, business disruption, and disputes after death. The best ways to preserve family wealth are rarely flashy. They are...
The Succession Wave Is Real Nearly a third of UK SME owners aged 43 and over plan to sell within five years. That is roughly 58,000 mid-sized businesses approaching an ownership change, all at a time when the tax cost of selling or passing on a business has increased...
The Numbers Behind the Wave A quiet but significant shift is taking place across the UK's small and medium-sized business landscape. According to the Generation EO study published in late 2023 by Ownership at Work and ThinCats, nearly a third of SME owners aged 43 and...
What Is Happening? On 5 June 2026, the Ministry of Justice published a consultation proposing that qualifying cohabitants should receive automatic inheritance rights under the intestacy rules in England and Wales. Currently, unmarried partners have no right to inherit...
Learning how to protect your assets can feel like an overwhelming topic. Our FREE Estate Planning Guide will help you to understand the process and how to get started.