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The Five Documents You Should Check This Year — A Quick Estate Planning Audit

by johnireland | Estate Planning Essentials

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

Five Estate Planning Documents Every UK Family Should Review in 2026

by johnireland | Articles

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...

Decision Fatigue Among High-Net-Worth Business Owners

by johnireland | Wellness Corner

Constant decision-making reduces strategic clarity over time. Many business owners delay important personal and estate planning decisions not because they lack awareness, but because mental bandwidth becomes permanently occupied by operational pressure....

Hidden CGT Triggers Inside Family Business Restructures

by johnireland | Tax Talk

A business restructure carried out for operational efficiency can quietly create Capital Gains Tax exposure long before any sale takes place. In practice, the problem often emerges years later when shares are transferred, succession plans are activated or HMRC...

Pension Death Benefits Are Quietly Becoming a Tax Planning Battleground

by johnireland | Tax Talk

Pensions have long been viewed as one of the most efficient intergenerational wealth vehicles in the UK. Increasing scrutiny around pension taxation and estate policy means many business owners are now reassessing whether old assumptions still hold true. For years,...
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About Us

With over 25 years of experience in Estate Planning and three decades in Independent Financial Advisory (IFA), our team brings extensive expertise to the table…

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© Copyright 2024 The Legacy Wills Nationwide LTD – Registered Address: 35 Alexandra Road, Worthing, England, BN11 2DU. Company Number:  11272274

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