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 | 12 Nov 2025 | Estate Planning, Inheritance Tax, LPAs, News, Will Trusts, Wills
With the Autumn Budget now just two weeks away, speculation is building around what Chancellor Rachel Reeves will announce on 26 November. For those considering their financial future, from managing retirement income to passing on wealth to the next generation, this...
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 | 12 Sep 2025 | Estate Planning, Inheritance Tax, News
Thinking about passing wealth to your family? The Autumn Budget is coming later than usual, and that delay could be bad news for your gifting plans. Chancellor Rachel Reeves faces a huge challenge balancing the nation’s books, and inheritance tax (IHT) is one of the...
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...
