Article topic
Estate Planning Guides
How wills, property, pensions and trusts work together in a plan.
Browse all articles22 related articles in this topic.
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A Practical Guide to Bereavement
Clear, supportive guidance on professional will writing and estate planning during bereavement. A calm, structured approach to putting plans in place.
Read articleTrusts
Protective Property Trusts: Why Use Them
Learn what protective property trusts are, how they work, and when they may be appropriate for protecting your family home and providing for your loved ones.
Read articleLPAs
Lasting Powers of Attorney Explained: Why They Matter and How They Work
Understand the two types of Lasting Power of Attorney, when they take effect, common misunderstandings, and why setting one up early is so important.
Read articleEstate Planning
Estate Planning in the UK: Simple Steps to Protect Your Family
A practical guide explaining what estate planning means, how wills and LPAs work together, common pitfalls to avoid, and when professional guidance is helpful.
Read articleReviews
When Should You Update Your Will or Estate Plan
Learn about the life events that should trigger a will review, how marriage and divorce affect your will, and why regular reviews are essential.
Read articleWills
How Marriage, Divorce and Cohabitation Affect Your Will
Understand how marriage, divorce and co-habitation affect your will. Learn when to review your will and how to avoid unintended outcomes.
Read articleReviews
The Risks of Having an Outdated Will
Discover the risks of having an outdated will and when your will might need updating. Practical guidance on reviewing old wills.
Read articleGuardians
How to Choose Guardians for Your Children
A guide to choosing guardians for your children, including who can be appointed, practical considerations, and how to record your wishes in your will.
Read articleGuardians
What Happens If No Guardian Is Named?
Understand what happens if parents die without naming guardians for their children, including the court process and why clarity matters.
Read articleFamily
Estate Planning for Blended Families
Guidance on estate planning for blended families, including protecting children from previous relationships, providing for new partners, and using trusts effectively.
Read articleWills
What Are Letters of Wishes?
Learn about letters of wishes, what they can include, their legal status, and how they complement your will and trusts.
Read articleProperty
Tenants in Common vs Joint Tenants Explained
Understand the difference between tenants in common and joint tenants, how each affects inheritance, and why this matters for your will and estate planning.
Read articleTrusts
Right to Occupy vs Life Interest Trusts
Understand the difference between right to occupy and life interest trusts, how each protects property, and which might be suitable for your circumstances.
Read articleTrusts
What Is a Flexible Life Interest Trust (FLIT)?
Understand what a Flexible Life Interest Trust (FLIT) is, how it works, who it can help, and common use cases in estate planning.
Read articleTrusts
Business Property Relief and Trusts
Understand Business Property Relief (BPR), how it can reduce inheritance tax on business assets, and how trusts can help preserve these benefits.
Read articlePlanning
Organ Donation and Your Will
Understand how organ donation decisions are recorded, what your will can and cannot do, and practical steps to ensure your wishes about donation are known.
Read articleWills
Mirror Wills Explained: What They Are and When You Need One
What are mirror wills? How do they work for couples? Learn about benefits, common mistakes, and when a trust structure provides better protection.
Read articleInheritance Tax
Inheritance Tax Explained for Families in the UK
A comprehensive guide to UK inheritance tax. Thresholds, the residence nil rate band, spouse exemptions, gifting rules and trust planning strategies explained clearly.
Read articleCare Planning
How to Protect Your Home From Care Fees
Understand how care fees work, when your home is assessed, how protective property trusts can help preserve family wealth, and common myths about care planning.
Read articleEstate Planning
Estate Planning Checklist for Families
A complete estate planning checklist for UK families. Wills, guardians, inheritance tax, trusts, lasting powers of attorney and regular reviews — all covered.
Read articleEstate Planning
What Happens to Your Pension When You Die?
Your pension doesn't form part of your estate and isn't covered by your will. Learn how pension death benefits work, who can inherit them and the 2027 IHT changes.
Read articleProperty & Wills
Jointly Owned Property and Inheritance: What You Need to Know
Joint tenants or tenants in common — this distinction determines who inherits your property share when you die. Essential for couples and estate planning.
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