Insights Blog
Wills, Lasting Powers of Attorney and Estate Planning: Why Recent Headlines Should Prompt Action
Over the last 12 months, estate planning has continued to make headlines across the UK. From ongoing discussions around inheritance tax reform and pension planning to growing awareness of the importance of Lasting Powers of Attorney (LPAs), the message is becoming...
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Wills
Lasting Powers Of Attorney
Trusts
Probate
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?
Appointing Guardians & Parental Responsibility
We often encounter less then straightforward family dynamics and structures that need to be carefully navigated. On occasion, the selection of guardians for minors can be a contentious subject when two parents are estranged or simply don’t agree – so where does parental responsibility fit with this?
Understanding the Differences – Mutual Wills and Mirror Wills
A common source of confusion among clients is the difference between mutual wills and mirror wills. While both serve as estate planning tools for couples, they have distinct legal implications that can significantly impact your clients’ wishes. Here’s what you need to know.
The Secret Family, Revelations and Intestacy
Having worked with professional advisers for many years, we always guide them that when supporting...
Family Wealth Creation vs Family Wealth Preservation
As independent financial advisers (IFAs) and mortgage advisers, your role in guiding clients...
Estate Planning for Cryptocurrency: What Every Estate Planner Needs to Know
As estate planners, we are accustomed to dealing with traditional assets such as property, savings, and investments. However, in the digital age, cryptocurrency is becoming an increasingly important part of many clients’ portfolios.
How To Avoid a Will Dispute
Creating a Will is a vital step in securing your clients legacy and ensuring that their wishes are...
The future of family wealth management demands teamwork. Are you ready to lead the way?
The 2024 budget has underscored the growing importance of collaboration between financial advisers...
Who can witness a Will?
Writing a will is an essential step in ensuring assets and wishes are handled according to a...
Budget 2024 – The Impact on Estate Planning
The UK’s Autumn Budget 2024 introduced several key changes which may impact individual estate...
Why a Flexible Life Interest Trust is an essential Estate Planning Tool
Incorporating a Flexible Life Interest Trust (FLIT) into a Will can offer powerful advantages for managing and protecting assets whilst providing for loved ones after a person has passed away.
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