August 13, 2019
On the 23rd July we held our Client Investment Forum at The Grove hotel. It was a fantastic day and for those of you who could join us, here is a brief video to share with family and friends. For those of you that couldn’t be there, we hope that this gives you a little […]
December 20, 2019
The end of the year is always a good time to stop the treadmill, take a step back and both reflect and celebrate what has been achieved as a business over the course of the past 12 months. That’s certainly the case here at Wills & Trusts. From rising up nationally-recognised rankings and winning a […]
July 26, 2019
Fifty years ago this month, three brave pioneers would embark on a voyage the likes of which had never been equalled. A perilous flight into the cold, crushing void of space, travelling thousands of miles per hour atop a rocket-ship burning copious amounts of extremely volatile, highly explosive rocket fuel, before landing precariously on a […]
September 24, 2019
Schroders (along with Lloyds’ backing) are launching a new Financial Planning business and intends to enter direct competition with places such as St. James Place (SJP) and Brewin Dolphin – big players in the Financial Planning game!
June 19, 2019
From a business perspective, the effect that a change in political direction can have on financial markets is obvious – just look at the daily fluctuation in stocks and shares and how susceptible they can be to political activity.
June 4, 2019
Changes to Probate fees are currently under consideration by the Government in a move which could have significant financial consequences for those involved in the process.
July 16, 2019
Making the right decisions for your financial future is amongst the most important you’ll ever make in life. Not only can financial decisions have a profound effect on your short, mid and long-term goals, aspirations and outlook – they ultimately affect your loved ones too, now and into the future. With this in mind, choosing […]
February 4, 2020
There’s an old Chinese proverb, which profoundly – and quite rightly – states, “A journey of a thousand miles begins with a single step.” As we tick off the first month of a new year and, indeed, a new decade, some of us will have kept to our New Year’s resolutions and some, as is […]
October 31, 2019
There are few stories that resonate quite so strong as that of a family-run business that has stood the test of time and passed through the generations. We can all think to nostalgic adverts featuring, for example, a neighbourhood baker that started with one individual generations ago which continues now – larger but with the […]
March 2, 2020
While not everybody will make one, a Will is nevertheless a standard process engrained into our psyches; at the end of the day we all want our hard-earned estates to transfer to the right people when we die. A Lasting Power of Attorney (LPA) is arguably less likely to be on our radar, yet it’s […]
December 16, 2019
In a fast-paced, ever changing world it’s often tempting to live in – and focus on – the here and now; after all, for many, retirement may seem a lifetime away. We often pay lip service to our pensions – a cursory glance at our wage slip or a fleeting thought if a related advert […]
October 1, 2019
When a loved one dies it can be a deeply traumatic and emotional time and the last thing those suffering the loss want to contend with is a complex and potentially fractious legal dispute. Handling matters of an estate may, on the surface, appear clear-cut. An individual or individuals may feel they know exactly how […]