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Senior couple reviews financial documents on the sofa during the daytime, working on insurance matters

Planning Ahead: How the 2025 budget impacts your tax and estate planning

Reviewing one’s estate and potential tax liability is always a sensible endeavour, but following the Labour Government’s combined Autumn Budgets…
6 months ago
Senior couple reviewing life insurance documents on couch in living room, planning future finances and security together during a daytime meeting in their home

DIY Probate – Why ‘Do It Yourself’ probate could cost you more!

When someone passes away, their estate, whether modest or extensive, needs to be sorted out properly. That includes property, savings,…
10 months ago
Budget, finance or senior woman with phone call by laptop for annuity fund, tax planning or banking. Wealth, old person and talking to consultant in home for retirement savings account or bills query

Record Inheritance Tax Receipts Highlight the Urgent Need for Estate Planning

Inheritance Tax (IHT) is claiming a growing share of family wealth. In the 2024/25 tax year, HMRC collected a record…
10 months ago
Hacker cyberattack representing data breach and cybersecurity threat in digital system

Ghost Heirs and Stolen Fortune – How the Bona Vacantia List became a fraudster’s playground

One month ago, the Bona Vacantia Division of the Government Legal Department made the decision to temporarily remove the Unclaimed…
11 months ago
Executive house and car

Who Takes the Wheel? What Happens to a Car When the Owner Dies in the UK

They say you can’t take it with you – not even your car. So, when someone passes away, it’s best…
1 year ago
Senior Couple Meeting With Female Financial Advisor In Office

Making Lifetime Gifts: How to Give Without Paying More Inheritance Tax

Many people want to help their children or loved ones while they are still alive to see the benefit. Whether…
1 year ago
Signing Last Will and Testament

The Intestacy rule and what this means for the Liam Payne Estate

When someone passes away, they leave behind assets and liabilities (their Estate) that need to be dealt with. Who is…
1 year ago
Unrecognizable man cooking seafood on a barbecue grill in the backyard.

George Foreman – Who is set to inherit his Grill Empire?

On March 21 2025, the legendary boxer George Foreman passed away leaving behind an estimated $300 million estate (equating to…
1 year ago
Senior couple planning their investments with financial advisor

Estate Planning for Blended Families: Challenges and Solutions

Valentine’s day is upon us; love is in the air, and so what better time than to commit to the…
1 year ago
Young happy couple enjoys the view through window at their new home.

Domicile vs Residence: Understanding the Current Rules and the Upcoming Changes in 2025

As expected the Government has followed through with their plans to abolish the current tax rules for non-domiciled individuals and…
1 year ago
Autumn Leaves on Lawn with Sunset Glow

Do not let your Estate become a Horror Story

Without a proper Will, your loved ones could face confusion, disputes, and unintended consequences long after you are gone….
2 years ago
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What is a cross-border Estate?

When an individual dies, their assets and liabilities are calculated as at the date they died, this is known as…
3 years ago