by Kate Loosley | 22 Apr 2026 | Estate Planning, Inheritance Tax, LPAs, News, Probate, Tax, Trusts, Wills
This year has brought no shortage of reminders that estate planning is becoming more complicated, more contested and, for many families, more urgent. Probate delays are still leaving estates tied up for months or even years, disputes are rising as more families turn...
by Kate Loosley | 26 Mar 2026 | Estate Planning, Inheritance Tax, News, Pensions, Tax, Trusts, Wills
April sees the new tax year begin alongside the Easter period, bringing fresh attention to tax, succession and estate planning. From the introduction of Making Tax Digital for Income Tax to growing concern over upcoming pension inheritance tax changes, rising IHT...
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 | 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...