Scroll down to read helpful articles on a wide range of estate planning topics, or use the search button to find answers to a specific query.
Can executors inherit?
This is a common question often asked by clients and comes from a misconception that there’s a conflict between the two roles.
Here’s what you need to know:
What’s the statutory legacy?
On 26 July 2023 the statutory legacy will increase from £270,000 to £322,000. Our blog explains the change and why it’s so essential to make a Will, regardless of the size of your estate.
Does a Will last a lifetime?
As life moves forward, your Will may need to be updated to ensure it represents your wishes and intentions. Life has an inevitable conclusion. We can’t know our expiry date. It’s sensible to plan for now and review your plans if your circumstances change.
Can I leave £1m with no tax?
When Boris was still the Mayor of London in 2016, you’ll remember an announcement that the inheritance tax threshold would be increased to £1m. Here, we provide a simple explanation of the Residence Nil Rate Band (RNRB) and an interpretation of the key aspects of the legislation.
How often should I review my Will?
Reviewing your Will at key times in your life is crucial and any amendments are made promptly as your circumstances change.