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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,...
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...
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...
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...
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...
A Relief That Once Had No Limit Now Has One For decades, Business Property Relief (BPR) was one of the most generous inheritance tax reliefs available in the UK. Qualifying business assets — shares in unquoted trading companies, interests in partnerships, sole trader...
The Nobel Prize-winning psychologist's masterwork explains why intelligent people consistently make poor financial decisions — and what that means for your estate planning. Daniel Kahneman spent a career studying the mistakes people make when they think. His 2011...
One rental flat can usually be dealt with by a simple will review. A portfolio of buy-to-lets, joint ventures, company-owned properties and family expectations is another matter entirely. Property investor succession planning is about making sure the assets you have...
In most families, one person carries the weight of every financial decision. That weight, carried silently for years, takes a toll that is rarely discussed. There is a role that exists in almost every family but has no formal title. It is the person who manages the...
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.