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 | 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...
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...
by Kate Loosley | 31 Jul 2025 | Equity Release, Estate Planning, Inheritance Tax, News, Wills
As the summer progresses, many individuals are taking the opportunity to reflect on their long-term plans, particularly around wills, inheritance, and later-life finances. With upcoming changes to inheritance tax and new data showing a significant number of adults...
by Kate Loosley | 26 Jun 2025 | News
As summer settles in, many are reviewing their financial plans and thinking ahead to secure their family’s future. With a sharp rise in intestacy cases and ongoing inheritance tax reforms reshaping the landscape, now is an ideal time to focus on clear and proactive...
by Kate Loosley | 29 May 2025 | News
With summer just around the corner and longer, warmer days ahead, many are taking stock of their finances and thinking about the future. At Clarke & Wright, we believe this season of change is the perfect moment to focus on your estate planning, especially with...
by Kate Loosley | 30 Apr 2025 | News
As May ushers in longer days, fresh blooms, and the optimism of spring, many households across the UK find themselves reviewing their finances and legacy plans with a renewed sense of purpose. Yet amid the season’s lightness, one figure casts a long shadow:...
by Graham | 17 Mar 2024 | Wills
If a person in the UK passes away without a will, the “intestacy rules” determine who inherits the estate. This article explains how these rules work, who the beneficiaries are, and the order in which they’ll receive assets, offering clarity for anyone facing the...
by Graham | 7 Feb 2024 | Discretionary Trusts
Are you thinking about putting your house in trust to manage your estate better? This straightforward guide will walk you through the essentials of putting your house in trust: from the integral steps of setting up a trust for your home to the impactful benefits you...
