Scroll down to read helpful articles on a wide range of estate planning topics, or use the search button to find answers to a specific query.
Who can challenge a Will?
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.
Is your Will still valid?
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:
What is a discretionary Will trust?
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.
Can I exclude someone from my Will?
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.
How do I safeguard my child’s future?
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.
What does Cy-près mean?
Understanding your legal documents is essential. In this blog, we explain a key estate planning term: cy-pres.
Can I write my own Will?
Writing your own Will may seem like money saving option. Our team regularly review handwritten Wills that contain minor (and major) errors that mean they are not valid or - worse still - don't have the effect that the Will maker intended. This article explains some of the pitfalls.
What does hotchpot mean?
Understanding your legal documents is essential. In this blog, we explain a key estate planning term: hotchpot.
What’s the statutory legacy?
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.
Does a Will last a lifetime?
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.
Mental Health Awareness Week 2023
Mental Health Awareness Week, now in its 23rd year, runs from 15-21 May and is hosted by the charity, Mental Health Foundation.
This year, the theme is ‘anxiety’. As part of the campaign, the Mental Health Foundation will be publishing guidance on how we can manage and improve feelings of anxiety and prevent them from developing into a more serious mental health problems.
Emotional Support
When you make a Will, you’re reflecting on your life, its inevitable conclusion, and the people you care about. You may be making some tough decisions, airing some heart-breaking memories. It can be a little uncomfortable but doesn’t need to be painful. The process can be straightforward if you have a qualified professional's knowledgeable support. Find out more here:
How can I support my parents?
As our parents age, a little extra support with shopping and money matters may be all they need. Keeping up with technology can be tricky, and mobility issues could stop them from getting out and about.
Your parents don’t have to give up their independence. They simply choose the people they trust to be their attorneys in a Lasting Power of Attorney. Find out more here:
Is making a Will on your to-do list?
Life is full of surprises. We all hope to live a long and healthy life. We can’t know our own expiry date, so it makes sense to be prepared.
Is it time to move ‘make a Will’ to the top of your to-do list?
Are godparents the same as guardians?
Perhaps you haven’t made a Will to avoid thinking about the awful possibility of not being there for your children.
Find out more about how to tackle this difficult decision in this article.
Are you an empty nester?
As our children grow and leave the nest, we feel proud of their accomplishments and excited for their future. Alongside the pride, there’s a sense of loss and emptiness. It’s a bittersweet time.
Here’s how to cope with the changes:
Why do unmarried* partners need Wills?
Whatever you call the love of your life, you have fewer legal rights as a cohabiting couple than if you're married or in a civil partnership.
Partners do not have a legal duty to support the other financially.
Here’s what you need to know.
Hello 2023
Is 2023 your year? Will you take action to protect your family and make a Will. Find out why it’s so crucial to make estate planning arrangements while you’re fit and well.