· 25 min
What Is the 7-Year Rule for Inheritance Tax? UK Explained (2026)
Understand the UK 7-year gifting rule, taper relief, and gift-with-reservation traps, with clear examples and planning tips.
Estate Planning
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Articles
Guidance on wills, estate planning, and protecting the people you love.
Showing 313 of 313 articles
· 29 min
Will Planning for Accountants: Add Value Without Liability (UK)
Help clients with will planning safely: what you can say, when to refer, and how to document advice. Practical scripts and risk controls.
Professional Resources
· 20 min
UK Adoption Documents Checklist (2026): Forms, Orders & Reports
A complete, step-by-step checklist of UK adoption paperwork—court orders, certificates, reports and timelines—so you don’t miss anything.
Family Planning
· 24 min
Advance Decision vs Health & Welfare LPA (UK): Which Do You Need?
Compare an advance decision and a health LPA: what each covers, when they apply, and how to set them up correctly to protect your wishes.
Estate Planning
· 32 min
Agricultural Property Relief (APR) 2026: What the New £1m Cap Means
Learn how APR works, who qualifies, and what the 2026 cap could mean for farm succession. Get planning actions to protect land and family.
Asset Planning
· 33 min
How to Apply for Probate in the UK (2026): Step-by-Step Guide
Follow a clear probate application process: forms, timelines, fees, and common pitfalls. Reduce delays and get the grant right first time.
Estate Planning
· 29 min
Should You Appoint Your Children as Executors? UK Pros & Cons
Weigh the benefits and risks of naming children as executors—conflict, capability, and complexity—plus safer alternatives for tricky estates.
Retirement Planning
· 35 min
Leaving Art & Collectibles in Your Will (UK): Valuation, Tax & Disputes
Learn how to pass on art and collectibles smoothly: valuation basics, inheritance tax considerations, and clauses that reduce family disputes.
Asset Planning
· 26 min
Backup Guardians in a UK Will: How to Protect Your Children
Name backup guardians so your children are protected if your first choice can’t act. Learn how to appoint them properly and avoid common mistakes.
Family Planning
· 16 min
Bankruptcy & Inheritance in the UK: What Happens to Your Will?
Understand how bankruptcy can affect inheritances and estate planning. Learn key rules, timing risks, and practical ways to protect beneficiaries.
Special Situations
· 28 min
Bankruptcy in the UK: Which Legal Documents Still Work? (2026)
Find out what survives bankruptcy—wills, LPAs, trusts and more—plus the practical steps to keep your legal and financial protections intact.
Special Situations
· 29 min
Bare Trusts for Children (UK): Pros, Cons & Key Tax Rules (2026)
Understand bare trusts: control at 18, taxation, HMRC admin, and when a different trust may suit your family better. Simple explanations + examples.
Estate Planning
· 20 min
Best Online Will Services in the UK (2026): Prices, Features & Reviews
Compare leading online will services by cost, support, legal checks and add-ons. Pick the best fit for your situation and get started confidently.
Will Basics
· 31 min
Body Donation in the UK: How to Leave Your Body to Science
Learn eligibility, how to register with medical schools, common rejection reasons, and how to record your wishes so your family knows what to do.
Special Situations
· 47 min
Business vs Personal Assets in a UK Will: What Changes (2026)
Separate business and personal assets correctly in your will. Learn valuation basics, tax implications, and clauses that protect your company and family.
Asset Planning
· 37 min
Business Property Relief (BPR) UK (2026): Qualifying Rules & Planning
Learn how BPR can reduce inheritance tax on business assets, what qualifies, and the common pitfalls that can unexpectedly remove relief.
Estate Planning
· 53 min
Business Succession Planning in Your Will (UK 2026): Owner’s Guide
Protect your company, staff and family with clear succession planning. Learn key clauses, governance steps and tax-smart planning before rules change.
Business Planning
· 31 min
Buy-to-Let Estate Planning (UK): Protect a Property Portfolio
Reduce friction, tax risk and family disputes when passing on rental property. Learn structuring options and will clauses that keep transfers smooth.
Asset Planning
· 24 min
Can an Executor Also Be a Beneficiary in the UK? Rules & Risks
Yes—often. Learn the legal position, conflict-of-interest risks, and best practices to keep admin clean and reduce dispute potential.
UK Will Law
· 22 min
Can Grandparents Be Guardians in the UK? How to Appoint Them
Learn when grandparents can act as guardians, what courts consider, and how to appoint them properly in your will with sensible backups.
Family Planning
· 26 min
Can Guardians Access a Child’s Inheritance? UK Protections Explained
Understand what guardians can and can’t do with a child’s money—and how trusts and trustees protect inheritances until the right age.
Family Planning
· 40 min
Can I Write My Own Will in the UK? DIY Rules & Risks (2026)
Learn the legal requirements for a valid will, the most common DIY errors, and when to use a solicitor or an online service instead.
UK Will Law
· 23 min
Refusing to Be an Executor (UK): How to Decline the Role Properly
Learn how to step down safely—before or after death—what forms may be needed, and alternatives like appointing a replacement executor.
Estate Planning
· 28 min
Cancel or Change an LPA in the UK (2026): Step-by-Step Guide
Learn how to revoke or amend a lasting power of attorney correctly, what to do after separation/divorce, and how to avoid invalid paperwork.
Estate Planning
· 35 min
Care Home Fees & Your Estate (UK 2026): What You Can (and Can’t) Do
Understand means testing, deprivation rules, and legitimate planning steps. Protect family assets without creating avoidable legal risk.
Retirement Planning
· 25 min
LPA Certificate Provider (UK): Who Can Do It & How to Choose
Learn the certificate provider’s role, eligibility rules, and how to pick the right person so your LPA application isn’t delayed or rejected.
Estate Planning
· 37 min
Charitable Gifts in a Will: Reduce Inheritance Tax to 36% (UK)
Learn how leaving 10% of your net estate to charity can reduce IHT to 36%, with drafting tips and worked examples for families.
Wealth Planning
· 27 min
Charitable Remainder Trusts (UK): How They Work & When to Use
Explore how charitable remainder structures can support giving and tax planning. Learn the mechanics, pros/cons, and when specialist advice matters.
Estate Planning
· 33 min
Cheapest Way to Make a Will in the UK (2026): Options Compared
Compare free schemes, DIY, online wills and solicitors. Learn real-world trade-offs so you can choose the best value—not just the lowest price.
Will Basics
· 38 min
Blended Families: Fair Inheritance for Children From Previous Relationships (UK)
Protect children from prior relationships while providing for a partner. Learn trust options, common pitfalls, and clauses that reduce future disputes.
Family Structures
· 18 min
Civil Partnership Legal Checklist (UK): What to Update After Registration
Learn the key legal and financial updates after registering a civil partnership—wills, property, pensions, nominations, and practical admin steps.
Special Situations
· 29 min
Explain Wills & Probate Simply: Client-Friendly UK Scripts & Frameworks
Use plain-English explanations for wills, probate and IHT. Includes client FAQs, analogies, and ready-to-use wording for better conversations.
Professional Resources
· 24 min
Cohabitation Agreement vs Will (UK): What Each Protects—and Why You Need Both
Learn what happens on separation vs death, how each document works, and the simplest way to close common protection gaps for unmarried couples.
Relationship Planning
· 22 min
“Common Law Marriage” UK Myth: Your Real Rights (and How to Protect Them)
Learn what unmarried partners do—and don’t—inherit, plus the key documents that protect your home, savings and children if the worst happens.
Relationship Planning
· 31 min
Leaving Company Shares in a UK Will: How to Pass Them On Properly
Learn how to handle private company shares in your will, avoid disputes, and align shareholder agreements, valuation and succession plans.
Business Planning
· 51 min
Cost to Contest a Will in the UK (2026): Fees, Funding & Who Pays
Understand typical cost drivers, funding routes, and cost-risk management. Learn what influences price and how to avoid expensive missteps.
Estate Planning
· 37 min
Court of Protection (UK): When You Need It—and How an LPA Avoids It
Learn when the Court of Protection gets involved, typical process steps, and why LPAs are usually faster, cheaper and more private than court control.
Estate Planning
· 26 min
Cross-Option Agreements (UK): Protect Business Partners When a Shareholder Dies
Learn how cross-options work, how they link to life insurance, and how they help keep control with the right people while supporting a fair payout.
Business Planning
· 27 min
Cryptocurrency in Your Will (UK): How to Pass Crypto Safely
Learn how to include crypto in your will without exposing keys. Practical guidance on access, storage, trustees, and keeping your plan secure.
Asset Planning
· 31 min
Death in Service Benefits (UK): How Payouts Work & How to Plan
Understand typical death-in-service payouts, who decides beneficiaries, and the key forms to complete so the right people receive the benefit quickly.
Estate Planning
· 24 min
Debt After Death (UK): What Happens to Loans, Cards & Mortgages?
Learn which debts are paid from the estate, what heirs are (and aren’t) liable for, and how executors should handle creditors and notifications.
Special Situations
· 30 min
Executor Guide: Paying Debts From an Estate (UK 2026)
Follow the correct order for settling debts, protect yourself from personal liability, and learn the practical steps executors should take from day one.
Estate Planning
· 27 min
Deed of Variation (UK): Change a Will After Death—Rules & Tax (2026)
Learn when beneficiaries can vary inheritance, key legal requirements, and how a variation can support family outcomes and tax planning.
Will Basics
· 24 min
Deed of Variation Explained: How It Works in the UK (Step-by-Step)
A clear guide to varying a will or intestacy outcome after death: who can do it, what to include, and when to get professional advice.
Estate Planning
· 26 min
Defending a Will Challenge (UK): Executor Evidence, Process & Strategy
Learn how to respond to claims, gather evidence, manage costs, and reduce risk. Practical steps for executors and beneficiaries facing disputes.
Estate Planning
· 34 min
Digital Assets in Your Will (UK): Social Media, Crypto, NFTs & Access
Make a digital legacy plan: what to list, how to hand over access securely, and clauses that help executors act without delays or platform issues.
Life Stage Planning
· 32 min
Digital Estate Planning (UK): What to Include & How to Organise It
Learn the essentials of digital estate planning—from email and banking to crypto and photos—plus a simple checklist to keep everything findable.
Estate Planning
· 15 min
Organise Digital Financial Records (UK 2026): Secure, HMRC-Friendly Setup
Set up secure storage and a clear system for documents, logins and statements. Make it easy for family and executors to find what matters.
Estate Planning
· 20 min
Wills for Disabled People (UK): Capacity, Benefits & Trust Planning
Learn how to protect means-tested benefits, choose suitable trust options, and make a will that supports long-term care and independence.
Special Situations
· 35 min
Discretionary Trusts in UK Wills: When They Help (and When They Don’t)
Learn how discretionary trusts work, who controls decisions, tax considerations, and when they’re useful for complex families or vulnerability planning.
Estate Planning
· 14 min
Talking Money With Elderly Parents (UK): A Practical, Sensitive Guide
Conversation starters, checklists and next steps for discussing care, LPAs, benefits and estate planning—without causing conflict or stress.
Family Planning
· 26 min
Distributing Estate Assets (UK): Executor Checklist for Final Distribution
Learn how to distribute an estate safely: estate accounts, approvals, timing, and how to reduce risk of personal liability and beneficiary disputes.
Estate Planning
· 51 min
Do You Need a Will in Your 20s or 30s? UK Guide (2026)
Bought property, have savings or a pension, or live with a partner? Learn when a will matters most and how to set one up simply.
Life Stage Planning
· 24 min
Do I Need a Will? 10 UK Reasons to Make One (2026)
Understand when a will is essential—kids, property, partners, business and more. Learn what happens without one and the quickest way to fix it.
Will Basics
· 21 min
Do You Need Probate in the UK? Thresholds, Exceptions & Rules (2026)
Learn when probate is required, when it can be avoided, and what banks and institutions typically ask for. Clear scenarios and next steps.
Estate Planning
· 23 min
Does a Will Expire in the UK? How to Keep Yours Up to Date (2026)
Wills don’t “expire,” but life changes can break your plan. Learn when to review, what invalidates provisions, and how to update safely.
Will Basics
· 24 min
Overseas Assets & UK Wills: Do You Need Multiple Wills? (2026)
Learn how UK wills interact with foreign property, forced heirship, and probate abroad—plus practical options to avoid delays and conflicts.
UK Will Law
· 42 min
Downsizing? How to Update Your UK Will After Moving (2026)
Selling or buying property changes your estate plan. Learn what to update—gifts, executors, RNRB planning, and property wording—to avoid mistakes.
Retirement Planning
· 14 min
End-of-Life Legal Documents (UK 2026): The 5 You Should Have
A clear checklist of the key documents for end-of-life planning—wills, LPAs, advance decisions and more—plus how they work together.
Estate Planning
· 25 min
Equity Release & Your Will (UK): What Changes and What to Review
Learn how equity release affects inheritance, property gifts, and estate value. Get the key will updates and family conversations to prioritise.
Retirement Planning
· 31 min
Estate Planning in Your 40s & 50s (UK 2026): A Practical Guide
Peak earning years bring new risks: kids, property, pensions and IHT. Learn the priority actions to protect family and reduce future admin.
Wealth Planning
· 22 min
UK Estate Planning Checklist (2026): 10 Steps to Get Sorted
Follow a simple 10-step plan covering wills, LPAs, beneficiaries, documents and tax planning. Ideal for busy families who want clarity fast.
Estate Planning
· 13 min
Estate Planning for Couples (UK): How to Have “The Talk” Without Drama
Use prompts and an agenda to discuss wills, guardianship, inheritances and care plans. Reduce conflict and make decisions you can act on.
Family Planning
· 33 min
Estate Planning for HENRYs (UK 2026): Protect Wealth as You Grow
High income, growing assets, and complex benefits need a plan. Learn the key estate steps, tax considerations and documents to prioritise now.
Wealth Planning
· 38 min
Estate Planning After Bereavement (UK 2026): Widows & Widowers Guide
Learn what to update after a loss: wills, executors, beneficiaries, pensions, and allowances—plus practical steps to regain control and clarity.
Retirement Planning
· 36 min
Estate Planning Tools for UK Accountants: Checklists, Workflows & Referrals
Practical tools to integrate estate planning into your practice: discovery questions, triage framework, referral approach, and client-ready resources.
Professional Resources
· 29 min
Estate Planning UK (2026): Beginner’s Guide to Wills, LPAs & IHT
Learn the essentials—what documents you need, how assets pass, and where tax planning fits. Clear, jargon-free steps to get organised quickly.
Estate Planning
· 24 min
Estate Valuation for Probate (UK 2026): HMRC Rules & Common Mistakes
Learn how to value property, accounts, pensions and personal items for probate. Avoid delays, HMRC queries and expensive rework with a clear process.
Estate Planning
· 28 min
Disinheriting Estranged Family (UK): How to Do It Properly (2026)
Learn how to reduce challenge risk when excluding someone. Practical steps, supporting letters, and when to get specialist legal advice.
Special Situations
· 31 min
Removing an Ex-Spouse From Your Will (UK): What to Do After Divorce
Learn how divorce affects your will, where risks remain, and the exact updates to make so your estate goes where you intend.
Family Structures
· 30 min
UK Executor Checklist (2026): 12 Essential Tasks After a Death
A practical executor roadmap—from registering the death to distributing assets—plus tips to avoid the most common delays and liability risks.
Estate Planning
· 33 min
Executor’s Oath / Statement of Truth (UK): What You Sign for Probate
Understand what executors declare in modern probate applications, what errors cause rejections, and how to complete the process correctly.
Estate Planning
· 18 min
Executor vs Attorney (UK): The Key Differences You Must Know
Executors act after death; attorneys act during life. Learn the roles, responsibilities, and why most families need both protections.
Estate Planning
· 37 min
UK Expat Wills (2026): Avoid Cross-Border Probate & Tax Traps
Living abroad? Learn when you need a UK will, how foreign rules can affect inheritance, and practical steps to keep estate admin simple.
Special Situations
· 13 min
How to Explain Your Will Decisions to Your Children (UK)
Learn how to talk about inheritances and executors with less conflict. Practical scripts, timing tips, and ways to prevent future disputes.
Family Planning
· 32 min
Expression of Wish vs Will (UK): What Controls Pension Death Benefits?
Learn why pension nominations can override expectations, how trustees decide, and what to update so benefits go to the right people.
Estate Planning
· 31 min
Fair vs Equal Inheritance (UK): How to Split an Estate Without Conflict
Learn frameworks for “fair” distributions, estate equalisation strategies, and wording tips that reduce misunderstandings and challenge risk.
Estate Planning
· 28 min
Family Business Succession (UK 2026): Pass It On With Less Risk
Learn how wills, shareholder agreements, and tax reliefs work together to protect the business and family. Practical succession checklist included.
Business Planning
· 14 min
Family Disagrees With Your Will? UK Strategies to Protect Your Wishes
Learn how to handle conflict, document decisions, and reduce challenge risk—without blowing up relationships. Practical steps that actually help.
Estate Planning
· 14 min
Family Financial Meeting (UK): Agenda, Templates & Conversation Starters
Run a productive family money meeting with a clear agenda. Cover wills, LPAs, documents and care plans—without it becoming a fight.
Estate Planning
· 16 min
Family Financial Resilience Plan (UK 2026): Build Your Safety Net
A practical plan for emergencies: cash buffers, insurance, documents, and estate planning. Learn what to set up and how to keep it maintained.
Estate Planning
· 14 min
Estate Planning Family Meeting (UK): No-Drama Guide & Checklist
Learn how to host a calm, structured family meeting about wills and inheritance. Includes agenda, rules, and follow-up actions.
Estate Planning
· 14 min
The 5 Financial Documents Your Spouse Should Access (UK 2026)
Make life easier in an emergency. Learn which documents matter most, where to store them, and how to share access securely and sensibly.
Estate Planning
· 14 min
Family Financial Emergency Plan (UK): Step-by-Step Checklist
Build a realistic emergency plan: cash flow, benefits, insurance, and document access. A practical checklist you can implement this weekend.
Estate Planning
· 32 min
Financial Incapacity Planning (UK): Protect Money if You Lose Capacity
Learn how to prevent frozen accounts and admin chaos with the right LPAs and access plan—plus what families can (and can’t) do without them.
Financial Planning
· 14 min
What Financial Info to Share With Your Partner (UK 2026)
Learn what to share, how to share it securely, and what changes if you’re unmarried. Practical transparency checklist for modern couples.
Relationship Planning
· 33 min
Financial Planning in Your 30s (UK 2026): A Practical Checklist
Prioritise pensions, protection, saving and estate basics. Learn the key moves for your 30s and the simple documents that prevent big problems later.
Life Stage Planning
· 14 min
Financial Planning in Your 40s (UK 2026): Protect Wealth & Family
Learn the priorities for your 40s—pensions, tax, insurance, wills and LPAs—plus a checklist to keep everything coordinated.
Estate Planning
· 16 min
Financial Planning After 60 (UK): Retirement & Estate Checklist (2026)
A clear checklist for over-60s: pensions, care planning, IHT basics, wills, LPAs and document access—so your plans stay workable.
Retirement Planning
· 46 min
Planning a Child’s Inheritance (UK): Trusts, Ages & Safeguards (2026)
Learn how to leave money to children safely, pick trustees, choose ages, and protect inheritances from misuse or unintended outcomes.
Family Planning
· 16 min
Financial Planning for High Earners in Their 20s (UK 2026)
Optimise pensions, tax-efficient investing, protection and estate basics early. A clear plan to build wealth fast without leaving legal gaps.
Estate Planning
· 19 min
Financial Planning for Self-Employed (UK 2026): Checklist & Key Risks
Learn how freelancers and contractors can protect income, plan pensions, and get wills and LPAs in place—so business and family stay protected.
Special Situations
· 14 min
Financial Planning for Single Parents (UK 2026): Protect Your Children
Learn the priority steps—wills, guardianship, insurance, benefits and budgeting—plus a checklist to reduce risk and boost stability.
Estate Planning
· 31 min
Financial Protection for Young Families (UK 2026): Beyond Life Insurance
Learn how to combine savings buffers, income protection, critical illness cover, wills and LPAs into one coherent plan that actually works.
Estate Planning
· 23 min
How to Find a Lost Will in the UK: Practical Steps & Options (2026)
Learn where to search, who to contact, and what to do if the original can’t be found. Avoid intestacy surprises with a clear action plan.
Estate Planning
· 17 min
First-Time Buyer Legal Checklist (UK 2026): Documents Beyond the Mortgage
Buying your first home? Learn the key legal documents to sort after completion—wills, LPAs, insurance and ownership setup—to protect your investment.
Life Stage Planning
· 27 min
New Homeowner? Why You Need a Will in the UK (2026)
Buying property changes everything. Learn how a will protects your home, partner and family—and the simple steps to put the right plan in place.
Life Stage Planning
· 24 min
Foreign Nationals With UK Assets: Wills & IHT Planning (2026)
Own UK property or investments? Learn how UK succession and inheritance tax may apply, and how to plan across borders to avoid delays and disputes.
Special Situations
· 20 min
Free Wills in the UK: What’s Really Free (and What Isn’t) (2026)
Explore charity will schemes and common strings attached. Learn when “free” is good value and when a paid option is safer for your situation.
Will Basics
· 26 min
Freelancer & Contractor Wills (UK): Protect Income, IP & Business Assets
Learn why self-employed people need wills and LPAs, how to handle business assets and IP, and what to include so family can act fast.
Business Planning
· 33 min
Funeral Plan vs Will (UK): What Each Covers & When You Need Both
Learn what funeral plans do (and don’t), what a will controls, and how to coordinate the two so your family isn’t left guessing.
Retirement Planning
· 34 min
Getting Married? Why You Must Update Your Will in the UK
Marriage can change your will’s effect. Learn what happens, how intestacy could apply, and the fastest way to make a new, valid plan.
Life Stage Planning
· 33 min
Gifting Pension to Children (UK 2026): Rules, Tax & Planning Steps
Learn how pension death benefits work, nomination basics, and how to plan gifts to children efficiently—without creating avoidable tax surprises.
Estate Planning
· 27 min
Gifting Property to Family (UK 2026): IHT, CGT & Reservation Rules
Learn the key tax rules, the “gift with reservation” trap, and the steps to gift property safely. Clear examples and planning options.
Asset Planning
· 32 min
Gifting Assets to Children (UK 2026): Tax Rules, Allowances & Pitfalls
Understand gifting allowances, the 7-year rule, CGT considerations, and documentation basics—so gifts help your family without backfiring later.
Estate Planning
· 31 min
Leaving Money to Grandchildren (UK): Tax-Smart Options & Trusts (2026)
Learn how to leave inheritance to grandchildren safely, choose trust structures, and reduce future disputes. Practical wording and planning tips.
Retirement Planning
· 22 min
Godparents vs Legal Guardians (UK): The Difference That Matters
Godparents aren’t legal guardians. Learn how guardianship works, how to appoint guardians in a will, and how to protect children properly.
Family Planning
· 31 min
Grant of Representation (UK 2026): Probate vs Letters of Administration
Learn what the grant is, when you need it, how to apply, and what delays applications. A clear guide for executors and families.
Estate Planning
· 34 min
Grounds for Contesting a Will in the UK (2026): The Main Legal Routes
Learn the key legal grounds, what evidence matters, and how the process typically works—plus steps to reduce dispute risk before it starts.
Estate Planning
· 30 min
Guarantor Protection (UK 2026): 5 Documents to Limit Your Risk
Before you sign, understand what to check and what documents reduce exposure. Practical steps to protect your finances and avoid nasty surprises.
Special Situations
· 18 min
Handwritten Wills in the UK: Are They Valid? Rules & Common Mistakes
Learn when a handwritten will can be valid, the strict signing/witnessing requirements, and how to avoid errors that invalidate your wishes.
UK Will Law
· 26 min
Health vs Property LPA (UK 2026): Which One Do You Need?
Learn the differences between the two LPAs, when each can be used, and how to choose attorneys so your decisions are protected in real life.
Estate Planning
· 23 min
How Much Does a Will Cost in the UK? 2026 Price Guide & Options
Compare DIY, online wills and solicitors—what you pay, what you get, and which option is safest for your estate and family setup.
Will Basics
· 27 min
How to Choose an LPA Attorney (UK 2026): A Practical Decision Guide
Learn who to appoint, how many attorneys to choose, replacement options, and the red flags that lead to abuse, delay or family conflict.
Estate Planning
· 27 min
Choosing Guardians for Children (UK 2026): Step-by-Step Guide
Learn how to choose guardians, appoint backups, avoid common mistakes, and set up trustees so your children are supported financially too.
Family Planning
· 18 min
How to Contest a Will in the UK (2026): Process, Costs & Time Limits
Learn the steps, evidence, time limits and likely costs for will disputes. Understand your options before you escalate—and how to protect your position.
UK Will Law
· 38 min
How to Distribute Your Estate Fairly (UK 2026): Practical Strategies
Learn proven ways to split an estate fairly, manage unequal gifts, and reduce dispute risk with the right wording and supporting documents.
Estate Planning
· 31 min
Leaving a Classic Car in Your Will (UK): Valuation, Tax & Transfer
Learn how to gift a classic car properly, handle valuation and paperwork, and avoid family arguments over sale vs keeping the vehicle.
Asset Planning
· 33 min
Leaving Money to a Minor in a UK Will (2026): Trust Options Explained
Learn how to leave inheritance to children safely, pick trustees, set age conditions, and avoid the “18 at once” risk with smarter planning.
Family Planning
· 19 min
How to Make a Will in the UK (2026): 6-Step Validity Checklist
A clear step-by-step guide to making a legally valid will: what to include, how to sign and witness, and mistakes that can invalidate it.
Will Basics
· 31 min
Making a Will With Dementia (UK 2026): Capacity Rules & Safer Options
Learn how testamentary capacity is assessed, what evidence helps, and when a statutory will may be needed. Practical, sensitive guidance.
Retirement Planning
· 24 min
Protect Your Estate From Business Debts (UK): 7 Practical Strategies
Learn how to limit exposure from guarantees and business liabilities, and how wills, insurance and structures can protect family inheritances.
Wealth Planning
· 35 min
Protect Children’s Inheritance in a Second Marriage (UK): Best Options
Learn practical strategies—trusts, severing joint tenancy, will structure and nominations—to protect children while still caring for a spouse.
Family Structures
· 31 min
How to Reduce Inheritance Tax Legally in the UK (2026)
Explore 10 legal UK IHT strategies covering gifts, reliefs, trusts, and charitable giving, plus mistakes that can cancel savings.
Estate Planning
· 29 min
Registering a Death in the UK: Step-by-Step Requirements (2026)
Learn who can register, what documents you need, key deadlines, and what to do next so estates and benefits aren’t delayed unnecessarily.
Estate Planning
· 27 min
How to Revoke a Will in the UK (2026): The Legal Methods Explained
Learn the valid ways to revoke a will, what happens if you get it wrong, and how to replace an old will safely without creating confusion.
UK Will Law
· 22 min
How to Sign a Will in the UK: Correct Witnessing Rules (2026)
Follow the correct signing and witnessing process to avoid invalidation. Learn who can witness, what to write, and the errors that cause disputes.
UK Will Law
· 33 min
How to Value a Business for a UK Will (2026): Methods & HMRC Basics
Learn common valuation approaches, what documents you’ll need, and how to plan for tax reliefs and succession so your family isn’t forced into a sale.
Business Planning
· 27 min
IFA Will Writing Guide (UK): Recommend Services Without FCA Issues
Learn what you can recommend, how to stay compliant, and how to integrate will-writing support into advice journeys without crossing regulatory lines.
Professional Resources
· 38 min
IHT Planning for Financial Advisers (UK 2026–27): Strategies & Conversations
A practical guide for advisers on IHT planning: reliefs, pensions, business assets and how to communicate changes clearly with clients.
Professional Resources
· 26 min
IHT400 Form Explained (UK 2026): How to Complete It Correctly
Step-by-step guide to IHT400: when it is required, which schedules to include, common mistakes, and how to avoid HMRC delays.
Estate Planning
· 44 min
Inheritance Act 1975 (UK): Who Can Claim & Key Deadlines (2026)
Learn who can bring a claim, typical outcomes, and critical time limits—plus steps executors and families can take to manage dispute risk.
Estate Planning
· 14 min
Managing Inheritance Expectations (UK): Reduce Conflict Before It Starts
Learn how to set expectations with family, explain decisions, and document intentions so your will is less likely to trigger resentment or disputes.
Estate Planning
· 15 min
Inheritance Jealousy Between Siblings (UK): How to Prevent & Defuse It
Practical ways to reduce sibling conflict: fair frameworks, communication tips, and will structures that prevent misunderstandings and escalation.
Family Structures
· 28 min
Inheritance Tax Planning for £500k-£2m Estates (UK 2026)
Focused IHT planning for UK estates between £500k and £2m: allowances, gifting strategy, trusts, and practical next steps.
Wealth Planning
· 29 min
Add Will Planning to Client Onboarding (UK): Scripts, Workflow & Value
Integrate will planning into onboarding with simple questions, triage paths and referral steps—improving client outcomes and strengthening relationships.
Professional Resources
· 33 min
Intellectual Property in Your Will (UK): Copyright, Royalties & IP Rights
Learn how to pass IP, royalties and creative works correctly, including who should inherit, how to value assets, and executor instructions that help.
Asset Planning
· 28 min
Intestacy vs Having a Will (UK 2026): What Changes & Who Inherits
Compare what happens with and without a will, including spouse/partner outcomes and admin delays—so you can choose certainty over default rules.
Estate Planning
· 29 min
ISAs, Pensions & Investments in a UK Will (2026): What Really Happens
Learn how different accounts pass on death, what sits outside the estate, and how to align nominations and your will to avoid costly mistakes.
Wealth Planning
· 33 min
Investment Bonds After Death (UK): Tax, Probate and Payouts
Understand how investment bonds are handled in a UK estate, including valuation, tax treatment, probate requirements, and beneficiary outcomes.
Estate Planning
· 23 min
Stocks & Investment Portfolios in Your Will (UK 2026): Key Planning Steps
Learn how to pass shares and bonds efficiently, avoid access problems, and coordinate platform nominations, executors and tax planning.
Asset Planning
· 15 min
Are Wills Public in the UK? When They Become Public—and How to Add Privacy
Learn when a will becomes accessible, how probate affects privacy, and options to reduce exposure of sensitive details while staying legally solid.
UK Will Law
· 30 min
ISAs in the UK: What Happens When You Die? Rules Explained (2026)
Learn how ISA assets pass on death, how spouses may retain ISA tax advantages, and the practical steps to make transfers smoother.
Asset Planning
· 41 min
Unmarried Couples & Joint Property (UK 2026): How to Protect Each Other
Learn how joint tenancy vs tenants in common changes inheritance, and what to put in your will so your partner isn’t left exposed.
Relationship Planning
· 25 min
Joint Tenants vs Tenants in Common (UK): Which Should You Choose? (2026)
Compare ownership types, inheritance outcomes and risk scenarios. Use a decision framework to choose the right setup for your relationship and goals.
Wealth Planning
· 22 min
Junior Doctors: Do You Need a Will in the UK? (2026)
Rotations, pensions and death benefits create real risk gaps. Learn why a will matters early in your career and how to sort the essentials quickly.
Professional Guidance
· 16 min
Key Person Insurance & Your Will (UK): How to Structure It Properly
Learn how key person cover interacts with business continuity and estate planning—and how to align ownership, beneficiaries and agreements.
Business Planning
· 24 min
Leave the House to One Child and Money to Another (UK): How to Do It Safely
Learn how to structure unequal gifts, reduce conflict, and document fairness with practical clauses and strategies that stand up to scrutiny.
Retirement Planning
· 28 min
New Baby Legal Checklist (UK 2026): 12 Steps Parents Forget
A practical checklist: registrations, benefits, guardians, wills and insurance—so your new family is protected and admin doesn’t pile up.
Family Planning
· 25 min
After Marriage: 7 Legal Documents to Update (UK 2026 Checklist)
Marriage changes legal defaults. Learn which documents to update—wills, property ownership, beneficiaries and more—to keep your plan aligned.
Life Stage Planning
· 14 min
Before Going Into Hospital (UK): The Key Legal Documents to Prepare
Don’t leave decisions to chance. Learn which documents matter most—will, LPAs, advance decision—and how to get them in place quickly.
Estate Planning
· 14 min
5 Essential Legal Documents Every UK Adult Should Have (2026)
A simple checklist of the core documents that protect you in life and after death—plus what each one does and how to prioritise.
Estate Planning
· 14 min
UK Legal Documents: What You Can Do Online vs What Needs a Solicitor (2026)
Learn which documents are safe to complete online, which require specialist help, and how to avoid wasting money on the wrong route.
Estate Planning
· 13 min
Legal Documents for Over 50s (UK 2026): The Complete Checklist
Learn what to review in your 50s+: wills, LPAs, care planning, beneficiaries and document access—so your plan stays practical and current.
Estate Planning
· 13 min
After Divorce: 10 Legal Documents to Update (UK 2026 Checklist)
Protect assets and children by updating the right documents fast. Learn what to change, what divorce affects automatically, and what it doesn’t.
Family Structures
· 14 min
How Wills, LPAs & Living Wills Work Together (UK 2026 Guide)
Learn how these documents complement each other, what each covers, and how to build a joined-up plan that works in real emergencies.
Estate Planning
· 14 min
Legal Documents for Young Families (UK 2026): Complete Protection Checklist
Cover the essentials: wills, guardians, trusts, LPAs and insurance. A clear checklist for families who want protection without overwhelm.
Family Planning
· 28 min
Letter of Wishes (UK 2026): What It Is, How to Write It + Template
Learn what to include, how it supports trusts and executors, and how to avoid vague wording. Includes a practical template and examples.
Estate Planning
· 21 min
Letters of Administration (UK 2026): When There’s No Will & How to Apply
Learn who can apply, what forms you need, and how intestacy affects distribution. A clear guide to getting authority to administer the estate.
UK Will Law
· 29 min
LGBTQ+ Couples & Wills (UK 2026): Protect Your Partner and Your Wishes
Learn how to avoid intestacy problems, reduce challenge risk, and align wills, property and beneficiaries—married or unmarried.
Relationship Planning
· 28 min
Life Insurance & Your Will (UK 2026): Protecting Children the Right Way
Learn how to structure beneficiaries and trusts, avoid payout delays, and coordinate insurance with your will so children are protected properly.
Family Planning
· 27 min
Life Insurance for Inheritance Tax (UK): Using Trusts Properly
See how life insurance can cover IHT bills, when to place policies in trust, and how to keep your plan aligned with your will.
Estate Planning
· 31 min
Life Insurance and Your Will (UK): Who Gets Paid and What Overrides What?
Learn when life insurance sits outside the estate, how nominations work, and how to avoid mismatches between your policy and will intentions.
Estate Planning
· 22 min
Life Interest Trusts (UK): Protect Spouse and Children in Blended Families
Learn how life interest trusts work, when they’re useful, and how they protect children’s inheritance while still supporting a partner.
Family Structures
· 28 min
Lifetime Gifts and Inheritance Tax (UK): Rules and Allowances
Learn which lifetime gifts are exempt, how annual allowances work, and how to document gifts correctly to reduce inheritance tax risk.
Retirement Planning
· 25 min
Limited Company vs Sole Trader (UK): Will & Inheritance Differences (2026)
Learn how structure changes what you can pass on, what happens on death, and the planning steps that protect business continuity and family income.
Business Planning
· 14 min
Living Will / Advance Decision (UK 2026): How It Works and When It Applies
Learn how to make an advance decision properly, what it can cover, and how it differs from a health LPA so your wishes are respected.
Estate Planning
· 27 min
Locum Doctors: Estate Planning Essentials (UK 2026)
Learn how to protect income, pensions, death benefits and family plans as a locum. Practical will and LPA steps tailored to flexible careers.
Professional Guidance
· 33 min
Unmarried Partners: When You Should Make a Will (UK 2026)
Learn the key triggers—property, children, pensions and savings—and how a will protects your partner from intestacy rules and delays.
Relationship Planning
· 25 min
Can LPA Attorneys Be Paid? UK Rules on Fees, Expenses & Clauses (2026)
Learn what attorneys can claim, when professional fees are allowed, and how to include a charging clause correctly to avoid disputes later.
Estate Planning
· 29 min
LPA Attorney Powers (UK): What They Can and Can’t Do (2026)
Learn the limits of attorney powers for property/finance and health/welfare, plus the safeguards and practical steps to reduce misuse risk.
Estate Planning
· 16 min
LPA Costs in the UK (2026): Fees, Solicitors & Online Options
Understand the main cost components, when you might pay more, and how to choose the right route to set up LPAs without avoidable mistakes.
Estate Planning
· 26 min
LPA vs EPA (UK 2026): Differences, Validity and When to Update
Learn whether an old EPA still works, what LPAs add, and when updating is sensible—especially if your situation or preferences have changed.
Estate Planning
· 29 min
Make an LPA Without a Solicitor (UK 2026): DIY Step-by-Step Guide
Learn how to create and register an LPA yourself, avoid common errors, and reduce delays with a clear walkthrough and practical tips.
Estate Planning
· 30 min
Making a Will in Hospital or a Care Home (UK 2026): Urgent Options
Learn how to make a valid will fast, manage witness logistics, and handle capacity issues. Practical steps for urgent situations.
Special Situations
· 24 min
Does Marriage Revoke Your Will in the UK? What You Must Do Next
Learn how marriage can affect your will and estate plan, what to update, and how to avoid accidental intestacy or unintended beneficiaries.
Family Structures
· 14 min
Medical Decisions if Incapacitated (UK 2026): LPA vs Advance Decision
Learn the legal options for healthcare decisions, how each tool works, and the steps to set them up so clinicians and family can follow your wishes.
Estate Planning
· 29 min
Medical Indemnity & Your Estate (UK): Why Cover Type Matters
Learn how claims-made vs occurrence-based cover can affect your estate and family. Practical planning points for clinicians and practice owners.
Professional Guidance
· 22 min
Mirror Wills (UK 2026): How They Work, When They Fit, Key Risks
Learn when mirror wills are suitable, where they can go wrong (especially with blended families), and safer alternatives if your needs are complex.
Will Basics
· 33 min
Mortgage After Death (UK): What Happens and How to Protect Family
Learn how mortgages are handled in estates, what joint borrowers should know, and practical planning steps to prevent forced sales or delays.
Asset Planning
· 40 min
Moving Abroad From the UK (2026): Legal Exit Checklist
Learn what to update before leaving: wills, HMRC notifications, powers of attorney, property, and cross-border planning steps to avoid future headaches.
Special Situations
· 30 min
Multiple Properties in a UK Will (2026): How to Divide Them Fairly
Learn how to allocate multiple homes fairly, reduce disputes, and plan for tax and admin. Includes practical approaches and wording tips.
Asset Planning
· 32 min
Mutual Wills for Second Marriages (UK): Risks + Safer Alternatives
Learn why mutual wills can be rigid and risky, and explore better alternatives that protect children’s inheritance while keeping flexibility.
Family Structures
· 25 min
National Will Register (UK): Is It Worth It? Costs, Pros & Alternatives
Learn what registration does, when it helps families find wills, and what other storage and trace options you can use for peace of mind.
Will Basics
· 14 min
Do You Need Both a Will and an LPA? UK Guide (2026)
Most people do. Learn the difference, what each protects, and how to prioritise so your family has authority both during life and after death.
UK Will Law
· 27 min
NHS Death in Service Benefits (2026): How to Make Sure the Right People Get Paid
Learn how nominations work, why benefits may sit outside your will, and what to update so your family receives support quickly and as intended.
Professional Guidance
· 28 min
NHS Pension & Your Will (2026): Death Benefits, Nominations & Planning
Learn how NHS pension death benefits are decided, how to protect partners, and which forms and will updates keep everything aligned.
Professional Guidance
· 32 min
Nil Rate Band Trusts (UK 2026): Do You Still Need One?
Learn when NRB trusts remain useful, when they add complexity, and what alternatives may suit modern estate planning for couples and larger estates.
Estate Planning
· 28 min
No-Contest Clauses in UK Wills (2026): Are They Enforceable?
Learn how no-contest clauses work in the UK, their limits, and practical alternatives that better reduce dispute risk and protect your estate.
UK Will Law
· 29 min
No LPA in the UK? The Real Consequences (2026)
Learn what happens without an LPA, the typical bottlenecks families face, and the practical steps to put protections in place before crisis hits.
Estate Planning
· 29 min
Wills for Nurses & Healthcare Workers (UK 2026): A Practical Guide
Learn how to coordinate wills with pensions, nominations and family protection. A clear checklist tailored to healthcare roles and shift-heavy lives.
Professional Guidance
· 30 min
Online Will vs Solicitor (UK 2026): Which Should You Choose?
Compare cost, complexity, speed and risk. Learn when online is suitable and when a solicitor is safer—so you choose confidently.
Will Basics
· 40 min
Organise Your Finances (UK): Make It Easy for Family to Find Everything
A practical system for accounts, documents and digital access—so family and executors can act quickly without stress, guesswork or missing paperwork.
Estate Planning
· 33 min
Overseas Property in Your UK Will (2026): Avoid Double Probate & Delays
Learn how to plan for foreign property, manage probate across countries, and reduce conflict with local forced heirship and legal requirements.
Asset Planning
· 14 min
Parents Won’t Make a Will? UK Guidance for Adult Children (2026)
Learn how to start the conversation, explain risks, and explore practical options—without overstepping. Includes scripts and a gentle action plan.
Family Planning
· 27 min
Online Will Service Partnerships (UK): Referral Guide for Accountants & IFAs
Learn how to partner compliantly, structure referrals, set expectations and improve client outcomes—without creating undue liability.
Professional Resources
· 30 min
Partnership Agreements & Your Will (UK): Protect the Business on Death
Learn why partnerships can unravel on death, and how partnership agreements and wills work together to protect co-owners and family interests.
Business Planning
· 37 min
Pension Death Benefits & Your Will (UK 2026): What You Need to Know
Your pension may not follow your will. Learn how nominations work, who decides, and the steps to keep beneficiaries aligned with your wishes.
Retirement Planning
· 30 min
Does a Pension Form Part of Your Estate? UK Rules & Planning (2026)
Learn when pensions sit outside the estate, how death benefits are decided, and what to update to avoid delays, disputes, and tax surprises.
Estate Planning
· 29 min
Pets in Your Will (UK 2026): How to Make Sure They’re Cared For
Learn how to appoint a pet guardian, set aside money responsibly, and leave clear care instructions so your pets are protected, not overlooked.
Special Situations
· 42 min
Pilot Trusts (UK 2026): When They Help for IHT and Estate Planning
Learn what pilot trusts are, how they’re used, and when they can still be useful. Understand admin and compliance before setting one up.
Estate Planning
· 24 min
Post Office Will Kits (UK): Are They Worth It? Safer Alternatives (2026)
Learn the risks of DIY kits, where people go wrong, and when an online will or solicitor route is safer for your family and assets.
Will Basics
· 24 min
Power of Attorney vs Executor (UK): Roles, Timing & Responsibilities
Learn who does what, when authority starts and ends, and whether the same person should hold both roles in your estate plan.
Special Circumstances
· 20 min
What Happens to Premium Bonds When Someone Dies? UK Guide (2026)
Learn what happens to Premium Bonds after death in the UK: NS&I claims, probate thresholds, 12-month prize draws, and executor steps.
Asset Planning
· 14 min
Preparing for Care Home Costs (UK 2026): Means Testing & Planning Options
Learn how care fees are assessed, what’s allowed, and what crosses the line into deprivation. Practical planning steps without false promises.
Estate Planning
· 18 min
Probate Caveat (UK): When to Use One and How the Process Works
Learn what a caveat does, how long it lasts, how to respond to warnings, and when it’s appropriate in will disputes or validity concerns.
Will Disputes
· 28 min
UK Probate Explained (2026): What Happens After You Die, Step by Step
Learn the probate journey from death registration to distribution, including key documents, timelines and practical tips to reduce stress and delays.
Estate Planning
· 28 min
Probate Fees in the UK (2026): What You’ll Pay and How to Reduce Costs
Understand typical probate costs, where bills arise, and practical ways to reduce fees—while staying compliant and avoiding expensive mistakes.
Estate Planning
· 28 min
Probate Granted (UK): What Happens Next? Executor Steps After the Grant
Learn what executors can do once probate is granted: collect assets, pay debts, sell property and distribute—plus the records you should keep.
Estate Planning
· 44 min
Probate in the UK (2026): Step-by-Step Guide for Executors
A clear executor-friendly guide to probate: what to do, what to file, common pitfalls, and how to keep the process moving without unnecessary delays.
Estate Planning
· 23 min
UK Probate Registry: What It Does and How Applications Work (2026)
Learn what the Probate Registry handles, how applications are processed, and what causes delays—so you can submit correctly and avoid rework.
Estate Planning
· 32 min
How Long Does Probate Take in the UK? 2026 Timeline & Delay Fixes
Learn typical probate timelines, what slows cases down, and practical steps to speed things up—especially for property, HMRC queries and missing info.
Estate Planning
· 33 min
Professional Executor (UK): When You Need One + Pros, Cons & Costs
Learn when a professional executor makes sense, typical fee structures, and how to choose the right provider to reduce family burden and conflict.
Estate Planning
· 41 min
Property Portfolio Wills (UK 2026): Planning for Multiple Rentals
Learn how to structure your will for a rental portfolio, plan for tax and admin, and reduce beneficiary conflict with clear, practical provisions.
Wealth Planning
· 26 min
Property Protection Trusts (UK 2026): How They Work & When They Help
Learn what property protection trusts can (and can’t) do for care fees and inheritance, plus alternatives and common misunderstandings.
Estate Planning
· 35 min
Protecting Assets in Your Will (UK 2026): Care Fees, Remarriage & IHT
Learn strategies to protect assets for loved ones: will structures, trusts, and practical safeguards that reduce risk and improve outcomes.
Wealth Planning
· 34 min
Received an Inheritance (UK): 7 Smart Next Steps (2026)
Learn what to do after inheriting money or property: paperwork, tax considerations, budgeting, investing basics and protecting your new assets.
Estate Planning
· 30 min
Receiving an Inheritance (UK): What You Need to Do & What to Expect
Understand timelines, documents, and common delays. Learn how probate impacts payment and what beneficiaries can do to stay informed and prepared.
Special Situations
· 32 min
Redundancy Checklist (UK 2026): Legal, Financial & Protection Steps
A practical checklist after redundancy: rights, budgeting, benefits, insurance reviews and key legal documents to update to protect your household.
Special Situations
· 26 min
LPA Registration Times (UK 2026): How Long It Takes + How to Avoid Delays
Learn what affects registration timelines, the mistakes that cause delays, and practical steps to submit correctly and get your LPA registered sooner.
Estate Planning
· 19 min
Remote Witnessing of Wills (UK 2026): Is It Allowed and What Are the Rules?
Learn the current position on remote witnessing, what’s valid in 2026, and the safest alternatives to ensure your will is properly executed.
UK Will Law
· 35 min
Remove an Executor (UK): Grounds, Court Process & Practical Options
Learn when an executor can be removed, what evidence matters, likely steps, and alternatives that may resolve issues faster and with less cost.
UK Will Law
· 35 min
Rental Property in Your Will (UK 2026): Landlord Planning Guide
Learn how to pass on buy-to-let property smoothly, manage tenant issues, and reduce tax and probate friction with the right will structure.
Asset Planning
· 31 min
Replacement Attorneys in an LPA (UK): When to Add Them & How (2026)
Learn why replacement attorneys matter, how they’re triggered, and common mistakes that invalidate appointments or create practical dead ends.
Estate Planning
· 21 min
Residuary Clause in a UK Will (2026): Why It Matters & How to Write It
Learn how the residuary clause captures “everything else,” prevents partial intestacy, and keeps your estate plan robust as assets change.
Will Basics
· 25 min
Retirement Checklist for Your 50s (UK 2026): The Essentials People Miss
A practical checklist: pensions, tax, care planning, wills, LPAs and beneficiary reviews—so retirement planning is joined up and future-proofed.
Retirement Planning
· 26 min
Reviewing Your Will After Retirement (UK): What to Update and Why
Retirement changes assets, beneficiaries and risk. Learn what to review—pensions, property, executors and tax planning—to keep your will effective.
Retirement Planning
· 22 min
The Law Society & Will Writing (UK): What It Means for Quality and Safety
Learn the difference between regulated solicitors and will writers, what accreditation signals, and how to choose safer help for your will.
UK Will Law
· 29 min
School Fees in Your Will (UK): How to Fund Education If You Die
Learn how to ensure school fees are covered: trusts, guardians, trustees and insurance coordination—so children’s education stays protected.
Family Planning
· 36 min
Second Homes & Holiday Properties in a UK Will (2026): Tax & Planning
Learn how to pass on a second home, handle tax considerations, and reduce disputes with practical clauses and clear ownership planning.
Wealth Planning
· 42 min
Second Marriage & Wills (UK 2026): Protect Spouse and Children
Learn how remarriage affects wills, how to avoid accidental disinheritance, and the best will structures for blended families.
Family Structures
· 15 min
Selling a House During Probate (UK): Executor Guide & Key Steps (2026)
Learn when you can sell, what grants and documents you need, tax considerations, and how to avoid delays from buyers, lenders and the registry.
Estate Planning
· 22 min
Unmarried Separation (UK 2026): Who Gets What and How Claims Work
Learn property and asset rights for unmarried couples, how TOLATA disputes work, and the documents that reduce risk before separation happens.
Relationship Planning
· 26 min
Severing a Joint Tenancy (UK 2026): Step-by-Step Guide
Learn when to sever, how the process works, and how it changes inheritance. Includes practical steps and common mistakes to avoid.
Estate Planning
· 14 min
Prevent Sibling Inheritance Disputes (UK): 5 Practical Strategies
Learn how to reduce sibling conflict with clearer wills, communication, documentation and dispute-avoidance structures that prevent blow-ups later.
Family Planning
· 31 min
Simple Will (UK 2026): What It Is, Who It’s For & What to Include
Learn what makes a will “simple,” when online or DIY is appropriate, and what to include so the document works when it’s needed.
Will Basics
· 38 min
Single Parent Will (UK 2026): Guardianship, Trusts & Protection Checklist
Learn how to appoint guardians, set up trustees, protect finances for children and reduce risk with a clear, single-parent-focused will plan.
Family Planning
· 18 min
Sole Trader Wills (UK): Protect Your Business and Family Income (2026)
Learn what happens to a sole trader business on death, how to plan succession, and what to include so family can act quickly and safely.
Business Planning
· 35 min
Solicitor vs Online Will Cost (UK 2026): Price, Value & Risk Compared
Compare what you pay and what you get: speed, complexity handling, legal checks and support—so you choose the right option for your needs.
Will Basics
· 39 min
Someone Died (UK): Your Complete Legal Action Plan (2026)
A step-by-step checklist from registering the death to probate and distribution. Learn what to do first, what documents you need, and how to avoid delays.
Will Basics
· 28 min
Special Needs Trusts & Wills (UK 2026): Protect Benefits and Future Care
Learn how to leave money to a disabled child or dependent without harming means-tested benefits. Trust options, trustees and practical wording.
Special Situations
· 16 min
Starting a UK Business (2026): 7 Legal Documents You Need
A clear checklist of the core documents and policies for starting a business—so you stay compliant, protect risk and set strong foundations.
Business Planning
· 41 min
Startup Founder Will Planning (UK 2026): Protect Equity and Control
Learn how to plan for shares, options and IP. Avoid intestacy chaos and align your will with shareholder agreements and business succession.
Business Planning
· 27 min
Does a Will Affect the UK State Pension? What Really Happens
Learn what a will can’t control about State Pension, how arrears and survivor benefits work, and why wills still matter for the rest of your estate.
Estate Planning
· 22 min
Statutory Legacy (UK 2026): What It Is and How Intestacy Works
Learn what spouses may receive under intestacy, how the statutory legacy works, and why a will is usually the simplest way to control outcomes.
UK Will Law
· 24 min
Step Provisions in UK Wills (2026): Protect Your Plan if Someone Dies First
Learn how substitute beneficiary clauses work, how to avoid lapsed gifts, and how to write disaster-proof provisions that keep your will effective.
UK Will Law
· 28 min
Stepchildren & Inheritance (UK 2026): Rights, Risks and How to Protect Them
Stepchildren don’t automatically inherit. Learn how to provide for them in a will, reduce challenge risk, and choose appropriate trust structures.
Family Structures
· 23 min
Stocks & Shares ISA After Death (UK 2026): What Happens and What to Do
Learn how a stocks & shares ISA is handled on death, what transfers are possible, and the key admin steps for executors and beneficiaries.
Wealth Planning
· 22 min
Student Loans After Death (UK): What Happens and Why You Still Need a Will
Learn what happens to student loans when someone dies, plus why wills still matter for property, savings, pensions and partner protection.
Life Stage Planning
· 23 min
Surgeons: Why You Need a Will Now (UK 2026)
Learn how to protect family with clear will and LPA planning, coordinate pensions and benefits, and reduce admin burden if the unexpected happens.
Professional Guidance
· 13 min
How to Talk to Parents About Making a Will (UK 2026): Scripts & Tips
Learn how to start the conversation, overcome resistance, and help parents act—without conflict. Includes gentle scripts and a clear action plan.
Family Planning
· 45 min
Tax-Efficient Estate Planning for HNW Clients (UK 2026): Adviser Guide
A practical guide to higher-value estate planning: IHT mitigation options, reliefs, trust use cases, and client communication frameworks.
Professional Resources
· 14 min
Should You Tell Children What They’ll Inherit? UK Pros, Cons & Approach
Learn how disclosure affects family dynamics, when to share details, and how to communicate decisions in a way that reduces future conflict.
Family Planning
· 13 min
How to Tell Your Family About Your Will (UK): Reduce Disputes & Confusion
Learn what to share, when to share it, and how to explain choices calmly—so your family understands your intentions and disputes are less likely.
Estate Planning
· 18 min
Terminal Illness (UK): The 5 Legal Documents to Sort Urgently (2026)
A compassionate checklist for urgent planning: wills, LPAs, advance decisions and key admin steps—so your wishes and family are protected.
Special Situations
· 30 min
Terminal Illness as a Young Adult (UK): Make a Will Quickly and Correctly
Learn how to make a valid will fast, protect a partner, and record wishes clearly. Practical steps for urgent situations with minimal admin.
Life Stage Planning
· 22 min
Testamentary Capacity (UK): Banks v Goodfellow Test Explained (2026)
Learn how capacity is assessed, when medical evidence helps, and how to protect a will from challenges—especially in later life or illness.
UK Will Law
· 32 min
Time Limits to Contest a Will (UK 2026): Deadlines by Claim Type
Learn key limitation periods for different claims, when the clock starts, and what to do first to protect your position in a dispute.
Will Disputes
· 17 min
Timeshares in a UK Will: What Happens on Death and How to Plan
Learn how timeshares are treated after death, how to avoid passing unwanted fees, and what to include in your will to protect family.
Asset Planning
· 18 min
Transferable Nil-Rate Band (UK 2026): How Couples Maximise Allowances
Learn how transferable allowances work, what executors must claim, and common errors that cost families valuable tax relief.
Estate Planning
· 22 min
Before a Big Trip (UK): Will & LPA Checklist for Peace of Mind
Travelling? Learn the key documents to sort before you go—will, LPAs, beneficiary updates and access info—so your family isn’t left stuck.
Life Stage Planning
· 42 min
Trusts for Children in a UK Will (2026): Which Option Fits Your Family?
Learn when child trusts help, how trustees work, age controls, and how to avoid common mistakes that cause delays or family friction.
Family Planning
· 34 min
UK Will Requirements (2026): The Rules for a Valid Will (Wills Act)
Learn the core validity requirements—capacity, signing, witnessing and intent—plus the mistakes that invalidate wills and create probate chaos.
UK Will Law
· 37 min
Inheritance Tax UK (2026): Thresholds, Rates and How to Reduce IHT
A practical UK inheritance tax guide: current thresholds, residence nil-rate band, gifting rules, exemptions, and legal ways to reduce IHT.
Estate Planning
· 28 min
Undue Influence in UK Wills (2026): Warning Signs & Protection Steps
Learn the common red flags, how courts assess undue influence, and practical steps families can take to protect vulnerable people and wills.
UK Will Law
· 14 min
Unmarried Couples Buying Property (UK 2026): 4 Must-Have Documents
Learn the key documents—declaration of trust, will, cohabitation agreement and more—that protect your deposit, home and partner rights.
Relationship Planning
· 27 min
Unmarried Couples & Wills (UK): Why It Matters and What to Do (2026)
Unmarried partners don’t inherit automatically. Learn how a will protects your home, savings and children—and the fastest way to get covered.
Family Structures
· 40 min
Unmarried Couples in the UK (2026): Protect Your Partner With a Will
Learn why intestacy can leave partners with nothing, and how to fix it with the right will and ownership setup. Clear steps, no jargon.
Relationship Planning
· 38 min
Update Your Will After Divorce (UK 2026): What to Change Immediately
Learn what divorce changes automatically, what it doesn’t, and the exact updates to make—executors, guardians, beneficiaries and property clauses.
Family Structures
· 34 min
Second Child? Update Your UK Will: 5 Changes to Make (2026)
Learn the key updates after baby #2—guardians, trustees, age controls and distributions—so no child is accidentally overlooked.
Family Planning
· 19 min
Using Trusts to Protect Your Estate (UK 2026): When They Help Most
Learn trust types, realistic benefits and trade-offs, and when a trust is worthwhile versus a well-drafted will and beneficiary planning.
Wealth Planning
· 29 min
Beneficiary Witnessed a Will (UK): What Happens and How to Fix It
Learn the rule that can void a gift, how to correct the mistake, and how to re-execute safely so your intended beneficiaries aren’t disinherited.
UK Will Law
· 25 min
Dying Without a Will (UK 2026): Intestacy Rules and Who Inherits
Learn exactly who inherits under intestacy, what happens to unmarried partners, and how to avoid delays and unintended outcomes with a will.
Will Basics
· 14 min
What Happens to Your Money When You Die (UK): Accounts, Property & Probate
Learn what happens to bank accounts, investments and property, how probate works, and what to do now to make things easier for family.
Estate Planning
· 19 min
Children Without a Will (UK): What Happens and How to Protect Them
Learn how guardianship decisions are made without a will and how to appoint guardians and trustees properly so children are cared for and supported.
Family Planning
· 26 min
Unmarried Partner Pension Death (UK 2026): Who Gets the Pension?
Learn how pension death benefits are decided for unmarried partners, why nominations matter, and what to update to protect your partner.
Relationship Planning
· 31 min
Unmarried Partner Dies Without a Will (UK): Who Inherits and What to Do
Learn what intestacy means for unmarried partners and the practical steps to protect each other with wills, ownership changes and nominations.
Relationship Planning
· 37 min
What Happens to Your Business When You Die (UK 2026): By Structure
Learn what changes for sole traders, partnerships and limited companies—and the succession steps that protect income, control and family outcomes.
Business Planning
· 18 min
No Family to Leave Money To? UK Will Options (2026)
Learn what happens without a will, how to leave to friends or charities, and how to create a clear plan so your estate goes where you choose.
Special Situations
· 22 min
Codicils in the UK (2026): When to Use One (and When Not To)
Learn how codicils work, why they often go wrong, and when it’s safer to make a new will instead. Includes practical execution tips.
Will Basics
· 25 min
Trusts in UK Wills (2026): The 4 Main Types Explained Simply
Learn bare, discretionary and life interest trusts, what they do, who controls them, and when each type is most useful for family protection.
Estate Planning
· 30 min
What Is an Executor? UK Guide to Choosing the Right Person (2026)
Learn what executors do, how many to appoint, and the mistakes that cause delays and disputes—plus alternatives for complex estates.
Estate Planning
· 25 min
Lasting Power of Attorney (UK 2026): What an LPA Is and How It Works
Learn the two types of LPA, what attorneys can do, and how to set one up properly so your family can act if you lose capacity.
Estate Planning
· 23 min
Residence Nil-Rate Band (UK 2026): How It Works and Who Qualifies
Learn how RNRB applies to homes left to descendants, key conditions, taper rules and planning steps to maximise allowances.
Estate Planning
· 25 min
What Makes a Will Invalid in the UK (2026): The Biggest Mistakes
Learn the most common errors that invalidate wills—witness issues, capacity, wording and revocation—and how to avoid them with simple checks.
UK Will Law
· 24 min
What to Include in Your UK Will (2026): Complete Checklist
A practical checklist covering executors, guardians, gifts, property, digital assets and more—so your will is complete and works when it matters.
Will Basics
· 38 min
Online Wills vs Solicitors (UK): Adviser Decision Framework (2026)
A clear triage guide for advisers: when online is appropriate, when to refer to a solicitor, and how to reduce liability while adding value.
Professional Resources
· 29 min
When to Update Your Will (UK 2026): 7 Triggers You Shouldn’t Ignore
Learn the life events that should trigger a will review, what to update, and how to keep your estate plan aligned with your real situation.
Retirement Planning
· 27 min
Where to Store a Will Safely (UK 2026): Best Options Compared
Compare storage options by safety, access and practicality—so your will is secure but findable when it’s needed for probate.
Will Basics
· 21 min
Who Can Witness a Will in the UK (2026): Rules, Exclusions & Mistakes
Learn who can witness, who can’t, and how to execute the signing correctly to avoid invalidation or lost gifts. Includes a simple checklist.
UK Will Law
· 24 min
Online Wills for Doctors (UK 2026): Fast, Practical Protection
Learn why online wills can suit busy clinicians, what to watch out for, and how to coordinate wills with pensions, nominations and family planning.
Professional Guidance
· 18 min
Why Choose WUHLD (2026): UK Will Features, Support & What You Get
See what’s included, how the process works, and why UK-focused guidance matters. Learn what you get and how to start with confidence.
Estate Planning
· 26 min
Why Your Clients Need Wills (UK): IFA Guide to Better Outcomes
Learn how wills improve client outcomes and reduce future friction. Includes conversation starters, risk framing and a practical referral approach.
Professional Resources
· 26 min
Wills for Under 35s (UK 2026): Protect Pensions, Partners & Property
Learn why young professionals still need wills, especially with property, pensions and cohabitation. Simple steps to get covered quickly.
Life Stage Planning
· 28 min
Will Forgery (UK): How to Prove It and What Evidence Matters (2026)
Learn the warning signs, what evidence carries weight, and the practical steps to take early—including preserving documents and seeking expert input.
Estate Planning
· 32 min
Will-Based Inheritance Tax Planning (UK): Practical Strategies
Learn how will structure can reduce IHT, protect beneficiaries, and coordinate with gifts, trusts, pensions, and nominations.
Estate Planning
· 14 min
Will vs LPA vs Living Will (UK 2026): What Each Does and When You Need It
Understand the differences, when each document applies, and how to build a complete protection set for life, incapacity and death.
Estate Planning
· 38 min
Making a Will With Debt (UK 2026): What Happens to Debts After Death
Learn how debts are handled, what family is liable for (usually not), and how to plan around mortgages and loans so beneficiaries aren’t blindsided.
Estate Planning
· 27 min
Wills Act 1837 (UK): Section 9 Rules for a Valid Will (2026)
Learn the core legal requirements for a valid will and how courts apply them. A practical guide to signing and witnessing correctly.
UK Will Law
· 21 min
Child Maintenance and Wills (UK): What Happens After Death? (2026)
Learn how obligations can be handled via estates and planning, and what separated parents can do in a will to protect children’s support.
Family Planning
· 16 min
Military Wills (UK): Privileged Wills, MOD Forms & Deployment Planning
Learn the special rules for armed forces wills, when “privileged” wills apply, and practical steps before deployment to protect family outcomes.
Special Situations
· 30 min
Wills for Blended Families (UK 2026): Avoid Disinheritance and Disputes
Learn the best will structures for second marriages and stepchildren, including life interest trusts and practical steps to protect everyone.
Family Structures
· 22 min
Unmarried Couples Buying a House (UK): Ownership + Will Planning (2026)
Learn how joint tenancy vs tenants in common affects inheritance, and what to put in your will to protect each other and your deposit.
Relationship Planning
· 33 min
Wills for Dentists (UK 2026): Practice, Goodwill & Succession Planning
Learn how to protect practice value, handle ownership and succession, and coordinate wills with partnership/shareholder documents and insurance.
Professional Guidance
· 22 min
Wills for Doctors (UK 2026): NHS Pensions, Benefits & Estate Planning
Learn the will planning priorities for doctors—pensions, death benefits, business interests and family protection—plus practical next steps.
Professional Guidance
· 33 min
Wills for New Parents (UK 2026): Guardians, Trusts & Protection Guide
Learn how to appoint guardians, set up trustees, and protect children financially with the right will structure—simple steps, big impact.
Family Planning
· 25 min
Wills for Renters (UK 2026): Do You Need One? What to Protect
Renting doesn’t mean you have nothing to plan. Learn how wills protect savings, pensions, death benefits and digital assets—plus who inherits without one.
Life Stage Planning
· 15 min
Scotland vs England Wills (2026): Key Differences You Must Know
Learn how rules differ across the UK—witnessing, legal rights, and which law applies—so your will works where you live and own assets.
Special Situations
· 21 min
WUHLD vs Beyond (2026): UK Online Will Comparison
Compare pricing, features, support and legal checks side-by-side so you can pick the online will service that fits your needs and budget.
Estate Planning
· 18 min
WUHLD vs Co-op Wills (2026): Features, Pricing & Best Fit
A practical comparison of what you get, how support differs, and which service suits simple vs more complex family situations.
Estate Planning
· 16 min
WUHLD vs Farewill (2026): Costs, Features & Ongoing Fees Compared
Compare total cost over time, features, and support so you can choose the best-value online will option for your UK estate plan.
Estate Planning
· 20 min
WUHLD vs LegalZoom (UK 2026): Which Is Better for UK Wills?
Compare UK suitability, features and support. Learn which service is designed for UK legal requirements and which may be less aligned.
Estate Planning
· 25 min
WUHLD vs Which? Wills (2026): Comparison for UK Customers
Compare membership requirements, pricing, features and review options—so you can choose the will service that best matches your needs.
Estate Planning