Today, we want to discuss some recent estate planning conversations with clients. These discussions have been insightful, and we'd like to share a key takeaway with you.

Many retirees want to support their kids or grandkids financially. But as Elston Strategy Adviser Dean Ireland explains, that generosity could come with hidden risks.

With the end of the financial year approaching quickly, now is the time to discuss the actions you can take before 30 June 2025 to reduce your taxes and grow your wealth.

Investors may rightly ask how the markets did not see this tariff-induced pullback coming. Indeed, on the campaign trail in 2024, President Trump often referred to tariffs as “the most beautiful word in the dictionary”, relenting later in the campaign to include God, Family and “perhaps” Love in front of it.