Insights Blog
2025: A Year of Change in Wills, Estate Planning & Inheritance Law
As 2025 draws to a close, the landscape for estate planners, will writers, financial advisers and mortgage brokers has seen several important developments.
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Buy-to-let properties and Inheritance tax – where do your clients stand?
A common client question: How do Inheritance Tax rules apply for those that own buy-to-let...
Social care fee proposal
Before an individual can receive publicly funded adult social care they will be assessed to make...
Prospecting without tears
Does your business need: More income Easier prospecting No risks Free referrals No clawback ...
Lifetime Trusts: prevent Probate, and save time and money
Lifetime trusts are not uncommon and can be an extremely useful tool in estate planning. There are...
When there is more than one executor
A common question many clients ask is; in the scenario that more than one executor is appointed,...
Key considerations for a Business LPA
As a business owner, it’s important to consider what would happen to your business if you were...
When your client’s should review their Will
Here’s your checklist to follow when reviewing a client’s Will. A birth in the family. For...
7 tips for gaining traction with your business social media
Social media is viewed as a key tool to use for communication with existing and potential clients,...
The questions to ask clients when discussing future plans and Wills
If you’re having a client review, you may well get the opportunity to discuss the need for a Will....
Proposal to increase Probate fees in 2022
The Ministry of Justice is looking to make probate fees more expensive, claiming that the current...
The impact if a joint account holder loses capacity
It’s a common occurrence for individuals to have a joint bank account with a spouse, partner or...
The role of a Trustee
When someone sets up a trust, they need to appoint people as trustees to manage the trust and its...
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