Budget Uncertainty? One Thing Is For Sure… …You Need a Will!
Budget Uncertainty? One Thing Is For Sure……You Need a Will! With the UK Budget fast approaching, I know many of you are anxious about potential Inheritance Tax changes. The rumour mill is churning, and it’s natural to feel uncertain about what the Chancellor...
Protecting Vulnerable Loved Ones: The Power of Trusts in Estate Planning
Are you concerned about the financial well-being of a loved one who might face challenges managing their inheritance? Perhaps it’s a minor, a family member with a disability, or someone simply not adept at handling finances. If so, trusts can be a game-changer...
A Cautionary Tale: Don’t Miss Out on Your Residence Nil Rate Band
A recent client case highlighted a common oversight that could cost your loved ones dearly in Inheritance Tax (IHT). I recently reviewed wills for a client and discovered the following… The client, a sole owner of their main home, had left everything to her husband,...
The Silent Threat to Your Children’s Inheritance
I want to share a particularly alarming trend I’ve observed: long-term separated couples inadvertently disinheriting their children. This scenario is more common than you might think, and the consequences can be devastating for families.