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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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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...
Lasting Power of Attorney – The role of the Attorney
If you are providing a Lasting Power of Attorney (LPA) service to a client (who will be the...
Why a Property Protection Trust could be an option for your clients
The priority for most of us when we die, is to ensure that our loved ones inherit from us, and...
10 reasons your clients need a Will
Having a will is arguably one of the most important things your clients can do for themselves and...
Is a Family Settlement Asset Trust the Right Solution For You?
Many of you will have seen the recent article from the BBC regarding the use of Trusts for the...
Illott v Mitson Court Ruling – Upholding Testators Wishes
The widely reported Illott v Mitson case this week reached a final conclusion at the Supreme Court...
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