Wills & Estate Planning

That’s why it’s so important to review your Will regularly, to ensure it still reflects your wishes and protects the people who matter most. When Should You Update Your Will?…

At Brunsdon Financial, we’ve seen a marked rise in clients taking proactive steps to protect their estates. As families face increasing tax exposure, there is a growing desire not only…

A will is a vital document that ensures your assets are distributed according to your wishes, yet many individuals either lack one or have outdated versions that no longer reflect…

These developments highlight the critical need for proactive and well-structured estate planning to help minimise tax exposure and ensure the smooth transfer of assets to beneficiaries.[1] Key Budget Changes Impacting…

However, estate planning is just as crucial for younger generations. Whether you’re a millennial buying your first home or a Gen Z professional with savings, now is the time to…

What is a PPPT? The purpose of a PPPT is to protect assets, such a property, being used in ways that go against your wishes (for example, paying creditors or…

You may think that Estate Plans do not need to be in place until you are near retirement age. This is not only untrue but could be very detrimental to…

Bereavement is sadly a part of life but being prepared financially and legally can help to ease the process when going through such a difficult time. However, data released suggests…

While estate planning may not be top of your priority list, the end of the year can be as good a time as any to consider where you are financially…

Let’s take a look at the key differences between these two important documents.   While it’s never pleasant to think about, planning for what happens to loved ones or assets after…