Insights Blog
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
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What triggers your clients to need a Will?
How many of your clients are currently experiencing any of the following life changing scenarios?...
Is social media part of your plan? It should be….
Social media is growing, and it’s here to stay (in some form or other). In Jan 2017 there were an...
Overcoming client objections and creating opportunities
Supporting your client needs is at the centre of what you do when working in financial services,...
Business Succession Planning series – 3. Business Property Relief
Business Property Relief as part of an estate planning strategy In the third of our articles about...
Business Succession Planning series – 2
Reasons for having a Business Lasting Power of Attorney. Helping a client implement a Business...
Business Succession Planning – series 1
How many of your clients own their own business? Do they have succession planning in place?...
An Estate Planning Business – your next career move?
If you’re looking to diversify into a new business area, or wish to establish a new business for...
Lasting Powers of Attorney refund by the OPG
Lasing Powers of Attorney refund scheme A refund scheme for those who have been overcharged for...
Residence Nil Rate Band – what you need to know…..
Still unclear on what the Residence Nil Rate Band is about? Here's what you need to know..... What...
8 factors to consider for GDPR
As an IFA, broker or Estate Planner you may not have really considered General Data Protection...
Is a Family Settlement Trust an option for your clients?
This best practice is adhered to by many professionals in the industry, but it is becoming more...
Cohabitation and inheritance rights
Whilst there is an increase in the number of people who decide to co-habit together, the...
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