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.

On 26 July 2023 the statutory legacy will increase from £270,000 to £322,000. Our blog explains the change and why it’s so essential to make a Will, regardless of the size of your estate.

As life moves forward, your Will may need to be updated to ensure it represents your wishes and intentions. Life has an inevitable conclusion. We can’t know our expiry date. It’s sensible to plan for now and review your plans if your circumstances change.

When Boris was still the Mayor of London in 2016, you’ll remember an announcement that the inheritance tax threshold would be increased to £1m. Here, we provide a simple explanation of the Residence Nil Rate Band (RNRB) and an interpretation of the key aspects of the legislation.

Reviewing your Will at key times in your life is crucial and any amendments are made promptly as your circumstances change.