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
Marketing
Wills
Lasting Powers Of Attorney
Trusts
Probate
Your marketing checklist to keep on track
This is a great time of year to step back and assess where you're at with your business prior to...
Introduction to PETs and Gift Reservation of Benefits
In this article we look at the technical aspects of PETs and GROB, our next article will focus on...
Blended families and the importance of estate planning
It is becoming increasingly common for couples to marry with one or both parties having children...
Referrals – the opportunities from a Will (part 2)
So if you're writing a Will for a referred client, as part of the fact finding process it can...
Why referral marketing is vital to your business (part1)
A key challenge within the financial services, will writing or Estate planning world is to...
Why an LPA should be registered sooner rather than later
A Lasting Power of Attorney (LPA) must be registered in order for it to be valid and for the...
The importance for cohabiting couples to write their Will
Millions of couples who have chosen to avoid tying the knot are at risk of falling into complex...
The change to registering of Trusts
Trust registration requirements first appeared in 2017 when the UK adopted the terms of the 4th...
Leaving a gift to charity
According to research from Remember a Charity, leaving a legacy gift in a Will has now reached a...
Leaving Cryptocurrency in a Will
What is Cryptocurrency? Cryptocurrency is a digital payment system that allows you to hold the...
A Damaged Will – What are the Probate consquences?
Very often we advise clients who have made their Wills to ensure that their documents are stored...
The Residence Nil Rate Band – An Overview
Inheritance Tax can be a complicated area and whilst the Residence Nil Rate Band was introduced...
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