Insights Blog
The 2027 Pension Changes: What Every Estate Planner and Professional Adviser Needs to Know
From April 2027, most unused pension funds and death benefits will be brought within the scope of inheritance tax bringing them most significant shift in estate planning for a generation.
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Wills
Lasting Powers Of Attorney
Trusts
Probate
Managing Risk Factors in Estate Planning: Undue Influence and Fraudulent Calumny
Our friends at the Institute of Professional Willwriters have recently provided guidance around two key risk areas that continue to surface in client cases which are undue influence and fraudulent calumny. Understanding these concepts—and knowing how to identify potential warning signs—can help protect both your clients and your professional position.
LPAs, Lifetime Gifts and Litigation: A Cautionary Tale for Advisers (The MacDougall Court Case)
The MacDougall case is a lesson in Lasting Powers of Attorney, Lifetime Gifts and Litigation that serves as a cautionary tale for all.
Will Trusts vs Lifetime Trusts: A Practical Guide for Estate Planners
Will Trusts and Lifetime Trusts are a commonly misunderstood aspect of estate planning and we discuss the differences between will trusts and lifetime trusts.
2025: A Year of Change in Wills, Estate Planning & Inheritance Law
As 2025 draws to a close, the landscape for estate planners, will writers, financial advisers and mortgage brokers has seen several important developments.
What the 2025 Budget means for Estate planning & Wills
A number of the 2025 budget announcements are very relevant for clients Wills and Estate Planning strategies and now is a good moment for plans to be reviewed.
Supporting You with Probate Assistance
Our Probate Assistance service is designed to relieve the burden from clients to obtain a Grant of Representation after someone has passed away.
Autumn Budget 2025 – Whispers at Westminster
With the Autumn Budget scheduled for 26 November 2025, the whispering around Westminster is growing louder. For advisers and estate planners, the speculation isn’t just academic — any changes to inheritance, gift, trust or capital gains tax regimes could affect the work you do for clients
The Importance of Children’s Trusts in Wills
Including a children’s trust within a will goes beyond a ‘basic will’ and ensures added protection and security for parents with younger children.
Why Regular Will Reviews Are Essential for Your Clients
Regular Will reviews are just as important as having a Will in the first place – life doesn’t stand still and neither should a Will document which needs to reflect current circumstances.
Lasting Powers of Attorney – An Essential Element of Estate Plans
Wills often steal the spotlight in Estate Planning but an essential element that can be overlooked is that of Lasting Powers of Attorney.
Breaking New Ground – BTWC Director Awarded Chartered Paralegal Status
Amy Peters of Beneficial Trust & Will Co awarded CILEX Chartered Paralegal status
2025 Review of the Wills Act 1837: What Professional Advisers Need to Know
The 2025 review of the Wills Act 1837 marks a pivotal moment in the modernization of UK succession law – but what does it mean for the professional adviser?
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