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Legacy Conversations
Legacy Conversations
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Estate planning
Retirement planning
Retirement taxes
Cash management
Video
03 Jul 2026
The legacy conversation families should be having
Many families have made plans for passing on wealth but haven’t shared the details with their beneficiaries. Learn why sharing what exists – and where – makes all the difference.
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Video
03 Jul 2026
What happens when cash gets forgotten?
Forgotten cash accounts often surface during probate, adding stress for families. Learn why keeping a simple record of savings matters for executors.
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Video
03 Jul 2026
Is it better to gift money now or later?
Gifting money isn’t just about how much, but when and how it’s given over time. Learn what shapes that decision – and why many people hesitate before acting.
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Video
03 Jul 2026
What’s changing for pensions and inheritance?
Pensions have traditionally sat outside Inheritance Tax, which shaped how people used them. From April 2027, the rules change. Learn what this means for you.
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Video
03 Jul 2026
The inheritance questions people ask too late
Want to make things easier for the people handling your estate? Learn the inheritance questions families wish they’d asked earlier – and why they matter.
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