Blog

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

The Wealthy Barber on why executors should consider getting help from the professionals.

Quick update before the weekend… Global markets have been relatively calm and remain near their highs for the year. Despite the quiet market action, it’s been a rather busy period with developments that are worthy of updates. The first quarter earnings...

Will and estate planning tips for multiple generations

Quick update before the weekend… Volatility has resurfaced over the past month. It’s been most evident in the bond market, with yields having moved meaningfully higher (and prices lower), reaching levels seen in November of last year. The move on the...

Quick update before the weekend… Happy new year. The market narrative hasn’t changed much to start the year, with inflation, interest rates, and recession risks still very much front and centre. Nevertheless, there have been some developments over the...