‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine

26 March 2024|

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 [...]


17 September 2020|

Unlike others in our industry we kept working through lockdown and all that COVID-19 has thrown at us. We have taken pride in the fact that we have continued to provide the same level of advice and service our clients expect. We are very aware that our clients’ personal needs don’t sit still just because we are not in an office together or having to socially distance; technology has enabled us to stay on top of our brief.