The Succession Wave Is Real Nearly a third of UK SME owners aged 43 and over plan to sell within five years. That is roughly 58,000 mid-sized businesses approaching an ownership change, all at a time when the tax cost of selling or passing on a business has increased...
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The UK Succession Wave — Why 58,000 Business Owners Face a Five-Year Exit Window
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 43 and...
Cohabitation Rights Reform — What Unmarried Partners Need to Know About the June 2026 Consultation
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
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 inheritance law in...
Protecting Family Home Inheritance in the UK
A family home is rarely just bricks and mortar. It is often the largest asset in an estate, the place where memories were made, and the part of a legacy that families feel most strongly about. That is why protecting family home inheritance needs careful planning,...
The Five Documents You Should Check This Year — A Quick Estate Planning Audit
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
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...
Business Property Relief Now Capped at £2.5 Million — What This Means for You
What Has Changed? From 6 April 2026, the combined allowance for Business Property Relief and Agricultural Property Relief is capped at £2.5 million per person. Above that figure, the relief drops from 100% to 50%, creating an effective inheritance tax rate of 20% on...
How to Choose Lasting Power Attorneys
One of the hardest parts of putting a Lasting Power of Attorney in place is not the paperwork. It is deciding who should step in if you cannot make decisions yourself. If you are wondering how to choose lasting power attorneys, the right answer is rarely the quickest...
Free Estate Planning Guide
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.