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Knowledge and insight

Estate Planning & Inheritance Knowledge Centre

Practical articles and clear explanations to help you get started. Plain-language answers to common questions about estate planning and inheritance.

Administration5 min read

What does an executor do?

The duties, responsibilities and powers of an executor explained clearly.

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Administration6 min read

How does inheritance tax work?

Who pays, which exemptions apply, and how do you file a return?

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Planning4 min read

Why is a continuing power of attorney important?

Arrange who can act on your behalf if you can no longer make decisions yourself.

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Planning7 min read

Estate planning for blended families

Avoid unintended consequences and help ensure everyone is considered fairly.

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Administration5 min read

What to do after a death: a checklist

A clear plan for the first days and weeks after someone dies.

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Planning6 min read

Cryptocurrency and digital assets in an estate

How should cryptocurrency, accounts and other digital assets be handled?

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Planning5 min read

Lifetime gifts and inheritance tax

How gifts may reduce inheritance tax while staying within the rules.

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Administration6 min read

Distributing an inheritance without disputes

Practical suggestions for a fair distribution and constructive family discussions.

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