Blog

May 13, 2024

The ‘Kids’ Are Ready to Inherit £200,000 – £500,000k+, are you Ready to Help?

Cormac Dunne, Head of Growth at Estgro, delves into the dynamics shaping the future of financial planning

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March 27, 2024

Making a Will: 6 Reasons Why It’s an Evolving Strategy, Not a One-Time Fix

Read our guide on when and why your client should revisit their Will.

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January 18, 2024

The Crucial Conversation: Why Financial Advisors Should Discuss Estate Planning with Their Clients

The Crucial Conversation: Why Financial Advisors Should Discuss Estate Planning with Their Clients  

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January 18, 2024

Navigating your exit – maximise the value of your advisory business

Navigating your exit – maximise the value of your advisory business  

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December 6, 2023

Your Consumer Duty is no Laughing Matter

Your Consumer Duty is no Laughing Matter…  

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November 1, 2023

Meet Cormac, Head of Growth at Estgro

Welcome to our “Meet the Team” interview series, we’re kicking off with Cormac Dunne – our Head of Growth

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October 10, 2023

How can we achieve the balance of living a joyous life and still achieve at a high level?

Hear from Dave Newick, CEO of the Arken Group to find out how we can achieve the balance of living a joyous life and still achieve

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July 22, 2023

Do financial planning and estate planning go hand in hand?

Most financial planners talk about estate planning and the importance of making a Will with their clients. Especially where estate

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July 21, 2023

The Great Wealth Transfer – the risks and opportunities for Financial Advisors

Over the next 30 years, $38.8 trillion will be inherited in the UK, US and Europe, triggering the greatest transfer of wealth in h

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July 20, 2023

Gifting and funds under management – some key considerations

Gifting, as part of an estate plan, is a great way for your clients to avoid paying too much inheritance tax. It’s a common stra

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July 19, 2023

Introducing Estgro

Welcome to the dawn of a new era in digital estate planning! We’re excited to announce the official launch of our revolutionary

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