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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Estate Planning
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Wills
Lasting Powers Of Attorney
Trusts
Probate
What is Business Property Relief?
As we find ourselves in the hands of a new Labour...
Tools You Need To Become An Estate Planner
What are the tools you need to become an Estate planner now you’ve decided to provide Estate...
Lasting Powers of Attorney: Health & Welfare vs Advanced Directives
A Lasting Power of Attorney helps clients plan for the own welfare in the event of them becoming...
10 Lead Generation Ideas For Estate Planners
As with any business, your ability to generate a predictable stream of leads and enquiries is...
Opportunities As An Estate Planning Consultant: 6 Ways To Maximise Them
Once you’ve generated that client lead, it’s important to ensure that you’re maximising your...
Options for becoming an Estate Planning Consultant: What are they?
When you first start looking at your options for becoming and estate planning consultant, it can...
Wills for Blended Families
Writing wills for blended families is part of the modern tapestry of family life. Blended families...
What is a Business Lasting Power of Attorney?
A business Lasting Power of Attorney allows your client to appoint someone they trust to make...
What is involved in becoming an Estate Planning Consultant
Estate Planning and Will writing is a critical aspect of financial and legacy planning that can...
Can a Will be changed after death?
In the realm of estate planning and testamentary matters, the Last Will and Testament holds a...
Commonly seen disputes regarding Wills
Disputes involving wills, trusts and estates have been on the rise over the years, with the...
How your clients can lessen the impact of IHT
An inheritance tax bill is becoming a threat for more and more families amid soaring house prices...
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