Step by Step Guides

Follow step-by-step guidance on setting up and managing estates and trusts, clarifying roles, responsibilities, and protecting beneficiaries effectively.

Business Succession: Step by Step

Set up family succession properly by identifying the right successor and weighing it against other exit options like selling or floating your business.

Guide: Completing Your First Self Assessment

Walk through the steps trustees need to take to file their first Self Assessment tax return without the stress.

Leaving Money to Charity: Step by Step Guide

How to leave money to charity in your will and make sure it goes where you want it to.

Setting Up a Charitable Trust: Step by Step Guide

Walk through creating a charitable trust yourself, from drafting the deed to funding it properly.

Setting Up a Living Trust: Step by Step Guide

Walk through setting up a living trust to skip probate and protect your assets from taxes and creditors.

Setting Up an Asset Protection Trust: Step by Step Guide

Walk through how to set up an asset protection trust to shield your assets from creditors and legal claims.

Setting Up an Inheritance Tax Trust: Step by Step Guide

Walk through the key steps for creating an inheritance tax trust and figure out if you actually need one.