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by Alexander Beard, on Nov 21, 2018 6:07:38 AM

On 16 August, Aretha Franklin passed away, aged 76, in hospice care after battling pancreatic cancer. She didn’t leave a will. This leaves her four sons and other family members …

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Topics:Inheritance TaxTaxWill Writing

by Alexander Beard, on Apr 23, 2018 9:42:52 AM

A national saving and investment survey has shown only 7% of people have spoken to their parents about inheritance. One of the most important parts of planning to leave an …

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Topics:Financial PlanningInheritance TaxTaxWill Writing

by Alexander Beard, on Mar 12, 2018 6:31:29 AM

Talking about money with your parents can be difficult. However, these conversations can also be some of the most important ones you will have with those you love. It doesn’t …

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Topics:Financial PlanningInvestmentsMortgagesTipsWill Writing

by Alexander Beard, on Jul 24, 2017 5:34:22 AM

They all died without making a Will. I know we’ve asked before but we’ll ask again… Have you made a Will? As an Expat, there are even more reasons to …

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Topics:ExpatriateSavingsTaxWill Writing

by Alexander Beard, on Jan 19, 2016 10:38:56 AM

So what happens if I die without a Will in place? Figures show that over 50% of adults with children in the US and UK do not have a Will …

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Topics:Inheritance TaxTaxTipsUKUSAWill Writing

by Alexander Beard, on Jan 14, 2016 9:20:58 AM

If you are moving to the US from the UK then, at some point, you will come across the question of what to do with your financial assets. Assuming you …

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Topics:AMVESTEmigrationFATCAFinance for EmigrationUKUSAWill Writing