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 | 30 Sep 2025 | Estate Planning, News, Wills
October is the season of pumpkins and Halloween, but in estate planning, the real scares come from uncertainty around tax and succession. With the Autumn Budget delayed until November, possible reforms to inheritance tax are creating added unease. At the same time,...
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...
by Kate Loosley | 13 Aug 2025 | News, Probate, Wills
The number of contentious probate cases in the UK is rising at an unprecedented rate, with new figures showing that more families are challenging wills and inheritance decisions than ever before. A Freedom of Information (FoI) request has revealed a 56% increase in...
