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.
Reclaiming the Trust: A Legacy Beyond Privilege
Are trusts merely instruments for the wealthy elite to hoard their fortunes? This outdated notion overlooks the myriad legitimate and socially beneficial purposes they serve. Trusts, with origins dating back to the Crusades, have been a cornerstone of estate planning.
Don’t miss out: Free review worth £200+ in August
Your Complimentary Will Review Awaits: For the month of August only, I’m offering a select number of complimentary will reviews to my valued subscribers. This service, typically priced at £200 per person or £300 per couple, is available to you at no cost.