A will that simply says “everything to my spouse, then the children” can be perfectly suitable for some households. For families with property, a business, children from different relationships or wealth they have worked hard to build, it can leave difficult questions...
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Business Succession Planning Case Study for Family Firms
A successful business can still leave a family exposed if the person at its centre becomes seriously ill, loses capacity or dies before a plan is in place. This business succession planning case study follows a typical situation faced by many UK owner-managed firms: a...
A Guide to Business Share Succession Planning
A successful business can be one of the most valuable assets a family owns, yet many owners have no clear plan for what happens to their shares if they die or lose mental capacity. This guide to business share succession explains the decisions that need to be made...
TLDR: Four Thousand Weeks by Oliver Burkeman
Four Thousand Weeks by Oliver Burkeman argues that a human life is roughly four thousand weeks long, and that productivity systems fail because they promise mastery over a finitude you cannot master. The efficiency trap: getting faster attracts more work, it does not...
Companies House identity checks: what every director must do now
There is a quiet piece of admin sitting in the diary of almost every company in the country, and it has a hard edge to it. Since 18 November 2025, verifying your identity with Companies House has been a legal requirement rather than a nice idea. For existing...
TLDR: Companies House identity verification for directors
Identity verification at Companies House has been a legal requirement since 18 November 2025. Here is the short version for company directors. Every existing director must verify and give their Companies House personal code when the company files its next confirmation...
When a signed Will still fails: the lesson of Ugolor v Ugolor
A Will can be signed, witnessed and perfectly regular on its face — and still fail. Not because the person who made it lacked the mental capacity to do so, and not because anyone stood over them with a pen. It can fail simply because the court is not satisfied that...
TLDR: Ugolor v Ugolor — the Will that failed on knowledge and approval
Ugolor v Ugolor [2026] EWHC 745 (Ch) set aside a homemade 2008 Will — not for lack of capacity, and not for undue influence, but for want of knowledge and approval. The Will had plainly been drafted by the son who was the main beneficiary. It used his formal name...
Gifting the family home and staying put: why HMRC ignores the gift
It is one of the most common things we hear across the desk in Worthing. "We gave the house to the children years ago — so it is out of our estate now, isn't it?" Almost always, the answer is no. The house is still yours for Inheritance Tax, the seven-year clock...
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.


