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Why Succession Planning Should Start Earlier Than You Think

by johnireland | Business Builder

Why Succession Planning Should Start Earlier Than You Think Key Insight Leaving succession planning too late can reduce options and create unnecessary risk. Succession planning is often viewed as something to address later in a business owner’s journey. For many, it...

How Pension Changes Could Impact Your Estate Planning

by johnireland | Tax Talk

How Pension Changes Could Impact Your Estate Planning Key Insight Pensions have long been one of the most effective estate planning tools, but upcoming changes could reduce their ability to sit outside of inheritance tax planning. Pensions have traditionally been one...

Why Updating Your Will Is Just as Important as Writing One

by johnireland | Estate Planning Essentials

Why Updating Your Will Is Just as Important as Writing One An outdated Will may no longer reflect your current wishes or circumstances Key Insight Writing a Will is an essential first step, but it is equally important to review it regularly. Changes in assets, family...

Why Mirror Wills May Not Be Enough for Modern Families

by johnireland | Estate Planning Essentials

Why Mirror Wills May Not Be Enough for Modern Families Simple Wills can unintentionally expose family wealth to future risks Key Insight Mirror Wills are commonly used by couples as a straightforward way of ensuring that assets pass to each other and then to children....

Why a Will Alone May Not Protect Family Wealth

by johnireland | Estate Planning Essentials

Why a Will Alone May Not Protect Family Wealth Understanding the difference between distributing assets and protecting them for future generations. Key Insight Many people feel reassured once they have written a Will, believing their affairs are fully organised. While...
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With over 25 years of experience in Estate Planning and three decades in Independent Financial Advisory (IFA), our team brings extensive expertise to the table…

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