Essential guides to planning your future

Check our library of planning for the future guides, from frequently asked questions to a glossary of terms

Glossary of estate planning terms

Let us help you navigate through the terminology used when discussing estate planning. Our glossary breaks down the jargon and explains it in easy to understand language.

Trust FAQs

A trust, in its simplest terms is a legal instrument that enables someone to give away property in an efficient way.

Will writing FAQs

We answer our members most frequently asked questions about Wills and will writing, including do you need one, how you create one and the different types of Wills.

Five reasons to create a Will

Creating a Will is an important action to protect your assets and your family, here are five of the main reasons to create a Will for your future.

Saving enough for retirement?

Whether you’re saving enough for your long term retirement goals is subjective and will be based on your current income and retirement goals. Understand whether you are saving enough for your retirement.