7 important things to know if you’re a trustee

7 important things to know if you’re a trustee As a trustee, you may be unsure about what your responsibilities are and the steps you need to take. If you’re acting as a trustee, here are some of the essential things you need to know. Being a trustee means that you’re taking responsibility for money […]

Investment market update: July 2022

Investment market update: July 2022 The ongoing war in Ukraine, rising interest rates and soaring inflation could be pushing some economies towards recession in the coming months. This uncertainty has caused real volatility in global stock markets. Indeed, 2022 was the worst first half of the year for developed market equities in more than 50 […]

5 crucial things you need to consider when reviewing your estate plan

5 crucial things you need to consider when reviewing your estate plan If you have an estate plan, you shouldn’t simply forget about it. Instead, regular reviews can help ensure it continues to reflect your wishes and circumstances. Sometimes you may have a specific reason to review your estate plan. Life milestones can often cause […]