Scroll down to read helpful articles on a wide range of estate planning topics, or use the search button to find answers to a specific query.
How will my Mum’s second marriage affect me?
Later-life marriage can bring immense joy and a few challenges. Foresight and careful planning are needed. This blog delves into the issues that may inadvertently impact family dynamics and inheritance.
Can executors inherit?
This is a common question often asked by clients and comes from a misconception that there’s a conflict between the two roles.
Here’s what you need to know:
Where should I store my signed Will?
Your signed Will is the only valid document.
The local probate registry will insist on seeing the original Will, and it is almost impossible to prove a photocopy. If your Will can’t be found or is damaged, all your careful planning may be in vain.
Who can challenge a Will?
There's a misconception that anyone can contest a Will, but that's not true. Only a select few have that right.
The circumstances for making a claim against someone’s estate are also limited. Sadly, if your situation doesn't fit into the legally defined categories, you may not have any options.
We look at who can claim and why in this article.
Is your Will still valid?
Using a preprinted form from your local post office to write your Will may seem like an inexpensive option. But did you know that errors or ambiguity could create hassle and delay or mean your wishes can’t be followed?
Here are the top 5 mistakes we come across regularly:
Can I exclude someone from my Will?
Have you fallen out with someone in your family?
Does it worry you that someone who’s no longer in your life might inherit from you? If so, it’s time to make your Will.
Find practical steps to help you avoid a potential challenge in our latest blog.
How do I safeguard my child’s future?
As you get ready to wave them goodbye and wish them well with their university studies, celebrate their potential and the exciting journey ahead.
Making a Will is an essential step in safeguarding their journey.
What does Cy-près mean?
Understanding your legal documents is essential. In this blog, we explain a key estate planning term: cy-pres.
Can I write my own Will?
Writing your own Will may seem like money saving option. Our team regularly review handwritten Wills that contain minor (and major) errors that mean they are not valid or - worse still - don't have the effect that the Will maker intended. This article explains some of the pitfalls.
What does hotchpot mean?
Understanding your legal documents is essential. In this blog, we explain a key estate planning term: hotchpot.
What’s the statutory legacy?
On 26 July 2023 the statutory legacy will increase from £270,000 to £322,000. Our blog explains the change and why it’s so essential to make a Will, regardless of the size of your estate.
Does a Will last a lifetime?
As life moves forward, your Will may need to be updated to ensure it represents your wishes and intentions. Life has an inevitable conclusion. We can’t know our expiry date. It’s sensible to plan for now and review your plans if your circumstances change.
Emotional Support
When you make a Will, you’re reflecting on your life, its inevitable conclusion, and the people you care about. You may be making some tough decisions, airing some heart-breaking memories. It can be a little uncomfortable but doesn’t need to be painful. The process can be straightforward if you have a qualified professional's knowledgeable support. Find out more here:
Is making a Will on your to-do list?
Life is full of surprises. We all hope to live a long and healthy life. We can’t know our own expiry date, so it makes sense to be prepared.
Is it time to move ‘make a Will’ to the top of your to-do list?
Hello 2023
Is 2023 your year? Will you take action to protect your family and make a Will. Find out why it’s so crucial to make estate planning arrangements while you’re fit and well.
Remember a Charity
Charitable giving has a long history in the UK, with people choosing to support the causes that matter to them in many ways. Every donation can have an impact, but gifts in Wills now form the largest source of voluntary income for charities.
Did you know that marriage cancels your Will?
When you marry or enter into a civil partnership your existing Will is automatically cancelled unless it makes a specific reference to your intention to become legally recognised partners.
What is a Deed of Variation?
A Deed of Variation is a legal document that allows the beneficiaries named in a Will to make changes after their loved one has died. This blog post explains why, when and how this can be useful.