Blog: Wills, Probate & Life Planning

The New Year often inspires a renewed focus on organisation, stability and setting both short and long term goals. However there’s one resolution that can bring real peace of…

Inheritance Tax changes from 2027 Historically, many pension pots fell outside the Inheritance Tax (IHT) net, especially when passed through discretionary trusts. However, with growing pension wealth and evolving estate…

Will Myths Busted: The Truth About Estate Planning When it comes to estate planning, few things are as important and as misunderstood as a Will. Despite being the most…

Sun, Sea and Sorting your Affairs: Why Summer is a Smart Time to Tackle your Will Summer is a season we all look forward to – whether it is for…

What’s the difference between a Will and an LPA? Wills and LPAs are separate legal documents that serve different purposes: A Will takes effect only after your death….

Earlier this month, the High Court ruled that a man’s will, written across two pieces of cardboard food packaging was legally valid. This case, involving Malcolm Chenery who passed…

Rachel Reeves delivered the Autumn 2024 budget on 30th October which contains a number of measures relevant to personal tax planning including Inheritance Tax and Capital Gains Tax Changes….

Trusts in Wills; A way to preserve your assets You may have often wondered what is a trust and how can you use one to pass assets on to friends…

Probate is the legal process of administering a deceased person’s estate. The process of probate will depend on whether the deceased left a valid

How quickly can I make an emergency will? We understand that sometimes people encounter circumstances, such as a life-threatening illness, which mean they need to make a Will urgently. This…