Charitable Bequests in Wills: How to Leave a Lasting Legacy
Andrew Dunbar
Sep 01, 2025
The first week of September marks Include a Charity Week, an initiative to raise awareness of charitable gifts in wills. It’s the perfect time to explore how bequests can make…
Estate planning for UK expats living in Australia: Navigating cross-border complexity
Toby Simpson
Aug 15, 2025
For UK expats living in Australia, estate planning can be a complex proposition. It means navigating two tax regimes, two sets of legal systems and the nuances of cross-border asset…
Estate Planning for Expats: A Practical Guide
Dermot Reiter
Jul 28, 2025
Estate planning is always important. It’s about ensuring your intentions are clear and your loved ones are protected. When you’re living abroad, estate planning becomes more complex, but also even…
The Bank of Mum and Dad: lending money to family while protecting your legacy
Dermot Reiter
Jul 10, 2025
With property prices soaring, the notion of home ownership is fast slipping from the grasp of young Australians. Where are they turning? The trusty ‘Bank of Mum and Dad’. It’s…
The role of legal advice in financial planning
Dermot Reiter
Jun 24, 2025
Financial planning is about more than just numbers. It’s about living your best life and bringing your vision for the future to life. Integrating legal advice into the planning process…
Family Trusts and Disputes: Protecting Your Legacy
Dermot Reiter
Mar 21, 2025
The recent high-profile case involving the Murdoch family trust in the US is a stark reminder of the potential for family trust disputes to escalate dramatically. While the Murdoch case…
Avoiding common estate planning pitfalls
Jay
Mar 12, 2025
Estate planning is a crucial but often overlooked element of financial well-being. It’s about ensuring that your assets and loved ones are taken care of according to your wishes after…
Apt Wealth Partners introduces a comprehensive legal and financial services offering with the launch of Apt Wealth Legal Services
Andrew Dunbar
Feb 03, 2025
Melbourne, Australia – 1 February 2025 – Apt Wealth Partners has today announced a significant expansion of its service offerings with the introduction of Apt Wealth Legal Services. This new…
How to leave a lasting legacy with a charitable bequest
Andrew Dunbar
Sep 02, 2024
Most of us have a cause or causes that are close to our hearts, but giving a substantial donation during our lifetimes can be challenging as we weigh it up…
Should you buy property in 2021?
Sarah Gonzales
Aug 03, 2021
As Australia’s economic recovery forges ahead, the Australian property market remains a hot topic. For years we have been hearing that the bubble must burst, yet property prices in most…
Estate Planning Considerations for US taxpayers
John Versace
Apr 29, 2021
Estate planning is an important part of any financial plan, but when your assets are spread across multiple countries, it can be a little more complex. Here is our guide…
Don’t have a will? Here are four reasons you need one.
Andrew Dunbar
Oct 08, 2020
When was the last time you thought about your will? Many of us think about wills when there is a birth, death or marriage in the family, but few of…
