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The UK Succession Wave — Why 58,000 Business Owners Face a Five-Year Exit Window

The UK Succession Wave — Why 58,000 Business Owners Face a Five-Year Exit Window

by johnireland | Articles

The Numbers Behind the Wave A quiet but significant shift is taking place across the UK’s small and medium-sized business landscape. According to the Generation EO study published in late 2023 by Ownership at Work and ThinCats, nearly a third of SME owners aged...

Cohabitation Rights Reform — What Unmarried Partners Need to Know About the June 2026 Consultation

by johnireland | Legal Spotlight

What Is Happening? On 5 June 2026, the Ministry of Justice published a consultation proposing that qualifying cohabitants should receive automatic inheritance rights under the intestacy rules in England and Wales. Currently, unmarried partners have no right to inherit...
Cohabitation and Inheritance Rights — What the June 2026 Ministry of Justice Consultation Means for Unmarried Partners

Cohabitation and Inheritance Rights — What the June 2026 Ministry of Justice Consultation Means for Unmarried Partners

by johnireland | Articles

The Consultation That Could Change Everything for Unmarried Couples On 5 June 2026, the Ministry of Justice published a consultation paper titled “A Fairer End to Relationships.” Buried within its pages is a proposal that could fundamentally change...

The Five Documents You Should Check This Year — A Quick Estate Planning Audit

by johnireland | Estate Planning Essentials

Why Review Now? Tax thresholds are frozen until 2030-31. Business Property Relief is capped. Capital Gains Tax rates have risen. If your estate plan was written before the Autumn Budget 2024, it may contain assumptions that are no longer correct. A simple review of...
Five Estate Planning Documents Every UK Family Should Review in 2026

Five Estate Planning Documents Every UK Family Should Review in 2026

by johnireland | Articles

Why 2026 Is a Year for Reviewing, Not Just Filing Most people write their will and forget about it. They sign a Lasting Power of Attorney and put it in a drawer. Trusts are established and left to operate quietly in the background. This approach worked well enough in...
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About Us

With over 25 years of experience in Estate Planning and three decades in Independent Financial Advisory (IFA), our team brings extensive expertise to the table…

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