by Kate Loosley | 26 Feb 2026 | Equity Release, Estate Planning, Inheritance Tax, Probate, Wills
March brings renewed focus on tax, compliance, and long-term planning, as a series of recent figures and court decisions highlight how quickly the estate planning landscape is evolving. Rising inheritance tax receipts, increased HMRC enforcement activity, and growing...
by Kate Loosley | 29 Jan 2026 | Equity Release, Estate Planning, Inheritance Tax, LPAs, News, Wills
February is often a time when early-year intentions begin to turn into practical decisions. With tax changes on the horizon and continued shifts in how families live, work and plan for the future, it is a timely moment to assess whether existing arrangements remain...
by Kate Loosley | 5 Jan 2026 | Equity Release, Estate Planning, Inheritance Tax, News, Wills
January is a natural time to reset, reflect and look ahead. As the new year begins, many people take the opportunity to review their finances, family arrangements and longer-term plans, particularly in light of recent changes to tax, property and inheritance rules. In...
by Kate Loosley | 1 Dec 2025 | Equity Release, Estate Planning, Inheritance Tax, News, Wills
December is a month of reflection, celebration and planning for the year ahead. As the festive season approaches and families come together, many people naturally turn their thoughts to legacy, security and how best to support loved ones in the future. It is also the...
by Kate Loosley | 29 Oct 2025 | Equity Release, Estate Planning, Inheritance Tax, News, Wills
November is a month of reflection and anticipation. With Remembrance Sunday approaching, we pause to honour those who have given their lives in service and to consider the legacies we leave behind. It is also a month that may bring significant change, as Chancellor...
by Kate Loosley | 26 Aug 2025 | Equity Release, Estate Planning, Inheritance Tax, News, Wills
As summer ends, many are looking ahead to retirement, inheritance, and estate planning in light of significant upcoming changes. From new inheritance tax rules affecting pensions to rising later-life lending and contentious probate cases, there is more to consider...
