Whether you are approaching retirement or on the receiving end of an inheritance, there are a few simple steps you and your family can take to ensure a smoother transition. This guide will help you navigate "The Great Wealth Transfer"... 10 Dec

Comprehensive Guide to “The Great Wealth Transfer”

Philanthropy is a significant part of your life. It's a reflection of your values and the legacy you wish to leave behind. However, ensuring that your beloved charities are named in your Will requires careful planning and attention to detail. 30 Nov

How to Ensure Your Beloved Charities are Named in Your Will

Rotary Fights ‘Misleading Headlines’: Dispute Over Complicated Estate 20 Nov

Charity Wants ‘Nothing But Resolution’: Rotary Speaks Out

Widow in Legal Battle with Rotary Foundation Over Husband's Estate 14 Nov

Widow in Legal Battle with Rotary Foundation Over Husband’s Estate

Leaving a legacy gift is a meaningful way to support causes you care about while also enjoying potential tax benefits. Choose the method that best aligns with your estate planning objectives. Here’s a guide to help you explore your options... 01 Nov

Planned Giving in Your Will: A Guide to Charitable Legacy Gifts

The Importance of Documenting Your Charitable Wishes | Charitable Bequests | Philanthropic Intentions | Estate Planning | Estates Gone Wrong 23 Sep

The Importance of Documenting Your Charitable Wishes

Whether it’s rare stamps, vintage cars, or limited-edition action figures... when it comes to passing these treasures on to your heirs, collectibles present several unique challenges in estate planning. 23 Sep

An Inheritance Lawyer’s Guide to Estate Planning for Collectibles

Charities named as beneficiaries are generally treated in the same way as an individual, save for tax considerations. They will want to be respectful of the Deceased’s wishes. 10 Sep

Inheritance Disputes Over Charitable Giving: What to Expect

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

Charities have Fiduciary Duties as Estate Beneficiaries | Charitable Bequests | Administration | Philanthropic Advisor | Estates Gone Wrong 29 Aug

Charities have Fiduciary Duties as Estate Beneficiaries

The Supreme Court recently ruled in favour of Blue Cross, RSPB and RSPCA in the case of a legacy bequest which was challenged by the donor’s daughter. 13 Aug

Important Case Ruling: Contested Wills and Charities in the UK

Does the Court Have Jurisdiction to Terminate a Charitable Trust? The answer to the question is Yes. But the jurisdiction must be exercised sparingly and not indiscriminately. 14 Feb

Does the Court Have Jurisdiction to Terminate a Charitable Trust?