Ask ten business owners what their company is worth, and you'll get ten confident answers - most of them wrong. It's one of the strangest blind spots in business ownership. You can probably tell me your turnover to the pound, your best client's payment terms, and...
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When Should You Update Your Will? Key UK Triggers
A will can be perfectly drafted on the day you sign it, yet become less suitable as your life, family and finances change. If you are asking when should you update your will, the practical answer is: whenever a major change could affect who inherits, who takes...
TLDR: Contested Wills and the Inheritance Act 1975
A valid Will can still be challenged. Under the Inheritance (Provision for Family and Dependants) Act 1975, spouses, civil partners, former spouses who haven't remarried, children, stepchildren, dependants, and cohabitees of two years or more can claim the Will (or...
Contested Wills: How the Inheritance Act 1975 Puts Your Estate Plan on Trial
Your Will can be perfectly legal and still end up in court. Most people assume that once a Will is signed and witnessed, that's the end of the story. It isn't. In England and Wales, a valid Will can still be challenged after death, either because someone says it...
TLDR: Lasting Powers of Attorney – The Half of Your Plan a Will Doesn’t Cover
A Will covers what happens after you die. A Lasting Power of Attorney (LPA) covers what happens if you lose mental capacity while you're still alive - and without one, nobody automatically has the legal right to manage your money or make care decisions for you, not...
Why a Will Is Only Half the Plan: The Case for Lasting Powers of Attorney
A Will protects your family after you die. It does nothing at all while you're still alive but unable to make decisions. Most people who come to us for a Will have already thought carefully about who gets what when they die. Far fewer have thought about what happens...
How to Avoid Intestacy Problems in the UK
When someone dies without a valid will, the people closest to them may not receive what they expected. That is the central risk behind intestacy, and understanding how to avoid intestacy problems is one of the most practical steps you can take to protect your family,...
Gifting Property to Your Children While You’re Alive: The Capital Gains Tax and Inheritance Tax Traps
Give away the family home too soon, and you could hand HMRC two tax bills instead of none Gifting a property to your children while you're still alive can feel like the sensible, generous thing to do. You reduce the value of your estate, you get to see your children...
TLDR: Gifting Property to Your Children – The CGT and IHT Traps
Thinking about gifting property to your children while you're alive? It's not as simple as signing over the deeds and waiting seven years. This week's article unpacks the traps: how the seven-year rule and taper relief actually work, why continuing to live in a gifted...
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.