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A family home, a buy-to-let portfolio, company shares or savings built over decades can all be caught by rules you did not choose. Knowing how to protect children from intestacy means making clear legal arrangements before they are needed, rather than leaving your...
A successful business can be the largest asset in an estate, yet it is often the least clearly dealt with when an owner dies or loses capacity. Inheritance planning for entrepreneurs is not simply about deciding who receives your shares. It is about ensuring the...
A second marriage can bring happiness and stability, but it can also change where family wealth eventually ends up. If you want to know how to protect inheritance from remarriage, the central issue is simple: leaving assets to a surviving spouse outright may mean you...
A disagreement over an estate rarely starts with greed alone. More often, it begins with uncertainty: a will that does not reflect current circumstances, a promise that was never written down, or family members left to interpret what a parent ‘would have wanted’....
A successful company can still be left exposed by one unanswered question: who has the authority to run it if a director dies, loses capacity or decides to step back? This succession planning for company directors guide looks at the practical arrangements that protect...
Running your own business is often lonelier than it looks. Employees are not peers, they depend on you financially, so they rarely challenge your thinking freely. Family absorbs the emotional cost of every decision, so owners often protect them by staying quiet....
Every few months on The Bookshelf, we pick up a book that has nothing to do with Wills, trusts or probate on the surface, and everything to do with them underneath. This month it is Shoe Dog, Phil Knight's 2016 memoir of building Nike from a car boot importing...
Most people assume that once someone has died, their Will is fixed and final. In most cases that is true, and it should be — a properly drafted Will is meant to be the last word on how an estate is shared out. But UK law does allow for one important exception. Within...
Most people know that gifts can reduce an Inheritance Tax bill if you survive seven years. Far fewer know about an exemption that works immediately, with no waiting period at all, and no cap on the amount involved. It is called normal expenditure out of income, and it...
Learning how to protect your assets can feel like an overwhelming topic. Our FREE Estate Planning Guide will help you to understand the process and how to get started.