When planning for the future, many people naturally think about how to provide for loved ones after they are gone but one of the most meaningful ways to make a lasting impact is by leaving a gift to charity in your Will. Whether it’s a fixed sum, a...
What is Probate? When someone dies, their estate (property, money and possessions) usually needs to be administered through a legal process known as probate. In England and Wales, obtaining a Grant of Probate is the procedure by which...
Someone passing away without a valid will is a more common event than you might expect. When this happens in England and Wales, the person is said to have died intestate , and it means the law steps in to decide what happens to their estate. Rather than...
When it comes to inheritance tax, the old adage holds true: timing is everything. But few realise just how much timing can matter, especially when a carefully timed “deathbed gift” could preserve tens of thousands of pounds in tax-free...
The Autumn Budget 2024 introduced some unexpected provisions regarding Inheritance Tax that have wide-ranging implications for anyone whose estate is likely to be subject to Inheritance Tax following their death. Inheritance Tax is generally payable on an...
Deciding to make your Will might be one of the best things you ever do. But where do you start? This short guide to making your Will provides you with a ‘To Do’ list to help you prepare. List Your Assets Before...