Discretionary Trusts offer flexible estate planning, protecting assets and adapting to beneficiaries' needs. Learn how they can work for you

Share wealth this festive season with lifetime gifting. Learn how to give tax-efficient financial gifts while reducing Inheritance Tax!

Make a Will to protect your loved ones, secure your legacy, and ensure your wishes are carried out. Don't wait – start planning today

Charitable giving in your Will supports causes you care about and offers tax benefits. Explore how to create a meaningful legacy!

The 2024 Budget brings big changes to estate planning. Higher IHT, new pension taxes & capped reliefs mean it's time to review your plans!

Potential changes to Inheritance and Capital Gains Taxes could impact your estate planning. Plan now to protect your assets and reduce tax

Estate planning is essential for business owners to ensure continuity, protect assets, & minimise taxes. Learn how to protect your business

Learn how gifting surplus income can help reduce inheritance tax, and why keeping detailed records is crucial to qualify for the exemption.

Understand the Inheritance Tax 7-year rule to avoid unexpected bills. Learn how careful estate planning can protect you and your loved ones.

Key dates in estate administration from probate application to inheritance tax deadlines to help guide executors

Trusts are a versatile and powerful tool in estate planning. Trusts are very common and play a key role in many aspects of everyday life.

Talking about money with your parents can be uncomfortable, but it's a conversation that’s essential for ensuring financial security.

The probate process in England and Wales is a complex legal procedure that ensures the proper distribution of a deceased person's estate.

The benefits of writing life insurance policies into trusts and how it can safeguard your family's financial future.

Unravelling the mysteries of Tax, providing insights to ease your journey through the complex world of probate and estate administration.

An estate evaluation is required for the Probate application and depending on the value, to calculate if any Inheritance Tax is payable

Inheritance Tax (IHT) is a tax levied on the value of a deceased person's estate

Most people will want to provide financial security for themselves and their loved ones whilst also reducing tax liabilities.

There are major benefits to being married or in a civil partnership when it comes to inheritance tax. If you are married or in a civil...

Many people will consider making a gift to a charities in their Will and there are many benefits in doing so.