The benefits of severing the tenancy of a property
Where a property is owned by more than one person, a severance of tenancy is essential for the majority of estate planning that a co-owner has in place. If a client co-owns a property, a severance of tenancy will be required for any trusts that have been established, as well as if the client has […]
Five trends in estate planning to look out for
We recently wrote a white paper about The Great Wealth Transfer and the impact this will have on the estate planning industry. We noted that competition from digital players will become more prevalent, the next generation of clientele will demand more convenience and that an increasing number of families will require support from professionals as more fall […]