Countdown to the Autumn Budget: Key Risks and Opportunities for Your Estate and Pension
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...
November 2025 Newsletter
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...
October 2025 Newsletter
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,...
Autumn Budget 2025: Should You Act Now on IHT?
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...
September 2025 Newsletter
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...
Contentious Probate on the Rise: Families Challenging Wills Like Never Before
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...
August 2025 Newsletter
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...
July 2025 Newsletter
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...