Choosing a certificate provider requires thought and care. In this blog, we explore the choices and explain why your neighbour may not be the best choice.

Your letter of wishes has two purposes: it’s a farewell letter to your family, friends and the people you love, and your opportunity to guide your executors and explain how you’d like them to deal with your funeral and manage the trusts created by your Will. Our FREE template will guide you as you make your choices.

In this blog, we delve into the importance of protecting children who, for whatever reason, may find it difficult to be independent adults. We look at the favourable tax treatment of Vulnerable Person Discretionary Trust and vital strategies that can safeguard a child’s future and ensure their well-being despite uncertainties.

Death cleaning (like estate planning) isn’t some eerie ritual involving black candles and incantations. It’s your chance to embrace life and spread a little tidying magic along the way. It's about making space for the things that truly matter and finding peace of mind knowing that everything is in its proper place.

It may be challenging to have a conversation about your Will.

Many people find talking about dying painful and upsetting. We all know that despite the taboos, the inevitable will happen to us one day. It pays to make plans.

Here are a few handy tips to help you talk about your wishes and make the conversation as conflict-free and easy as possible.

Behind every probate application is a bereaved family trying to organise their affairs at what can be a very sensitive time. HM Courts and Tribunals Service (HMCTS) aims to make the process of applying for probate as easy as possible for members of the public and probate professionals.

Here are a few top tips to help you avoid delays.

Are you considering gifting your house to your children while you're still living in it?

You can give your house away to your children and continue living in it. BUT… and it’s a very big BUT… have you considered the 7 major disadvantages?

Your executors will need to be able to find your personal and financial information when the time comes. A simple way to do this is to create a folder or document for your executors - one that details what you own and where you keep vital information. In this blog we share helpful hints, tips and our handy resources:

Was making your Will on your NY resolutions list last year? Perhaps it’s the one goal you didn’t achieve in 2023. We understand it can feel daunting, but estate planning is simply part of sensible financial planning. Here’s a personal account of events that triggered action.

Later-life marriage can bring immense joy and a few challenges. Foresight and careful planning are needed. This blog delves into the issues that may inadvertently impact family dynamics and inheritance.

This is a common question often asked by clients and comes from a misconception that there’s a conflict between the two roles.

Here’s what you need to know:

A trust of property in your Will can safeguard your share of your family home in certain situations. Our blog explains how a property trust in your Will could benefit your family.

You may think that Will trusts are only for the super-wealthy, but this is a misconception. We explain all you need to know with a case study example.

Your signed Will is the only valid document.

The local probate registry will insist on seeing the original Will, and it is almost impossible to prove a photocopy. If your Will can’t be found or is damaged, all your careful planning may be in vain.

There's a misconception that anyone can contest a Will, but that's not true. Only a select few have that right.

The circumstances for making a claim against someone’s estate are also limited. Sadly, if your situation doesn't fit into the legally defined categories, you may not have any options.

We look at who can claim and why in this article.

Using a preprinted form from your local post office to write your Will may seem like an inexpensive option. But did you know that errors or ambiguity could create hassle and delay or mean your wishes can’t be followed?

Here are the top 5 mistakes we come across regularly:

A discretionary Will trust is like a gift box for your assets. With this legal trust arrangement, your trustees (the people you appoint in your Will) have the authority to decide how your assets are distributed among your beneficiaries.

Let’s look at some of the situations where a discretionary Will trust could be advantageous.

Have you fallen out with someone in your family?

Does it worry you that someone who’s no longer in your life might inherit from you? If so, it’s time to make your Will.

Find practical steps to help you avoid a potential challenge in our latest blog.

As you get ready to wave them goodbye and wish them well with their university studies, celebrate their potential and the exciting journey ahead.

Making a Will is an essential step in safeguarding their journey.