BUSINESS PROTECTION MARCH 2024
Other Insights
Webinar: Land Succession for the NextGen – Land and Estate Disputes
Location: 12:00-1:00 pm UK Time Virtual Event (Zoom) Members: FREE to attend - Book by 24 May Non Members: Register above as a member and attend for FREE - Book by 24 May In this session, we will explore strategies [...]
‘Such is life’ by Paula Steele in STEP Journal
It has been ten years since the UK’s Retail Distribution Review (RDR) was implemented, which changed the landscape for life insurance policies significantly. Many clients are unaware of what their policies provide and/or can do. [...]
‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine
Trusts serve to oversee and manage assets throughout an individual’s life and often intergenerationally, normally for tax planning or safeguarding purposes. Despite their undoubted benefits sometimes contentious situations may arise prompting trustees to consider terminating [...]