"I have known David Henderson for seven years and during that time, he has had full control of my financial investment portfolio through retirement and the consequences of adjustment to widowhood. I have never had any cause to doubt his skilled advice and commitment. This has been delivered through a friendly and totally reliable relationship. I have regarded him as a trustworthy friend and in terms of the financial manoeuvres, his practical adjustments have (thus far in a volatile world!) all been safe and successful. He has been helpfully reassuring at times based on an extensive knowledge of theway the markets and global economy works I find this very educational. I have recommended his services to several friends all of whom have commented most favourably after his input totheir finances."
- Independent Advice
- NHS & State Pensions
- Retirement Planning
- Estate & Tax
- Risk & Protection
Estate & Tax
- Probate is the process of administering your estate. It is the responsibility of the Executors you appoint in your Will to administer your Estate from the moment you die; consequently, there is more to this role than many people realise, and there are some very important initial duties.
- If when you die you have not made specific provision for your children’s financial future, then the inheritance for any child under the age of 18 is held under a legal trust for their benefit. However, this is a complex and expensive legal procedure, as it involves an application to the courts to allow for the trust to be established.