by Joe Etherington | May 7, 2025 | Uncategorised, Wills and Trusts
The Story of David and Margaret If you’re a homeowner, retired or approaching retirement, and wondering how to protect everything you’ve worked hard for? This story of David and Margaret might feel very familiar. David and Margaret are fictional clients,...
by Joe Etherington | Apr 8, 2022 | Wills and Trusts
Vulnerable persons Trusts Vulnerable persons trusts, also known as vulnerable/ disabled persons discretionary trusts are an effective way of managing a legacy for a child or family member who may not be able to manage that money themselves. If a person has physical...
by Joe Etherington | Apr 6, 2022 | Wills and Trusts
What does “Tenants in Common” mean? The phrase “tenants in common” is one you may have heard but not quite understand. It is a term used for the way of owning a property jointly with another person, while keeping your own share. When two...