Author name: Stephen Pett

Steve has been a professional Will Writer for over 20 years. He has also been the Sussex Regional Chairman of The Society of Will Writers for more than half that time. As such, his responsibility is to ensure that the many changes in Tax, the Law and personal circumstances are regularly discussed at the monthly training and update meetings available to all Society members for the benefit of their clients.

The King Needs a Deputy So Do You Buckingham Palace announced King Charles has been diagnosed with cancer. How serious or disabling this may potentially be, we don’t know, but he has his family – mostly – about him. But just like you, they can help, but they cannot legally make decisions that, by right, […]

Estate Planning Documents You Should Have in Place

Leave a Comment / Comments by Fnancial Advisers / Stephen Pett

During review meetings I often remind clients to update their wills and powers of attorney. Most have completed wills, but powers of attorney can often be put in the ‘too-difficult’ pile. (This is an article by Capital Asset Management that should be of interest.) While we are not legal experts, we are your financial planners,

Estate Planning Documents You Should Have in Place Read More »