Category Archives: Estate Planning

Jan, 24 2024 Can my beneficiaries change my Will?

Jan, 10 2024 10 financial planning checks for unmarried couples

Dec, 14 2023 Tackling tough money conversations with your parents

Oct, 27 2023 What happens to pensions after death?

Oct, 11 2023 10 common mistakes when Estate planning

Oct, 05 2023 Tackling tough money conversations with your children

Sep, 29 2023 £11 billion to be paid in Inheritance Tax by 2033 – will you be affected?

Sep, 21 2023 Leaving your Estate to your nieces and nephews

Aug, 04 2023 Reducing Inheritance Tax – what to consider when it comes to your family home

Jul, 31 2023 Why a Lasting Power of Attorney matters at any age

Apr, 18 2023 Passing on an early inheritance

Mar, 30 2023 Inheritance Tax and the family home

Mar, 25 2023 Growing number leaving charitable gifts in a Will

Mar, 24 2023 Planning for intergenerational wealth

Mar, 02 2023 The importance of appointing the right trustee

Dec, 05 2022 What’s the right age to inherit?

Oct, 03 2022 Can I use a Family Investment Company instead of a trust?

Sep, 27 2022 Estate planning: how can I pass on my wealth?

Sep, 05 2022 Understanding when to use a Trust

Aug, 22 2022 Don’t leave it too late to make a Lasting Power of Attorney (LPA)

Aug, 21 2022 Rising Inheritance Tax bills – when and how to review your Estate plans

Jul, 27 2022 When should I update my Will?

Jul, 19 2022 Saving for grandchildren – what are the options?

Jul, 05 2022 New rules for Lasting Powers of Attorney and investments

Jun, 16 2022 What to consider when leaving your art collection

Jun, 16 2022 What is a trust and when should I use one?

May, 04 2022 Lasting Powers of Attorney – myths vs reality

Feb, 28 2022 Inheritance wealth to double in two decades

Jan, 17 2022 Rise in blended families looking for Estates advice

Dec, 08 2021 Is an online Will good enough?

Nov, 03 2021 Passing wealth to the next generation

Oct, 28 2021 New rules for UK Trusts

Aug, 25 2021 Will Lasting Powers of Attorney go digital?

Jul, 08 2021 Probate – what is it and why does it matter?

Jun, 20 2021 What to do if an Executor of your Will dies

Jun, 15 2021 Inheritance Tax – where do we go from here?