Estate planning: 3 crucial steps that could protect your later years

An older couple laughing together in their kitchen.

Estate planning is an important part of your financial plan. Not only does it ensure your assets are passed on to who you wish and considers areas like Inheritance Tax (IHT), but it could provide you with peace of mind about your future too. Over the last few months, you’ve read about why estate planning […]

Estate planning: Do you need to include Inheritance Tax?

A father with his young daughter sitting on his shoulders.

Inheritance Tax (IHT) can affect what you leave behind for loved ones. It’s essential you understand if it’s something you need to think about, as there could be steps you can take to reduce a potential bill. Over the last few months, you’ve read about what estate planning is and how to calculate the value […]

 Estate planning: What is it and why does it matter?

A mum talking to her adult daughter.

Have you thought about how you’ll use assets later in life or what you’d like to happen to them when you pass away? Planning for the future with an estate plan now could improve your long-term security and ensure your wishes are followed.   While it can be difficult to think about long-term challenges and understand […]

5 crucial things you need to consider when reviewing your estate plan

A grandfather using a laptop with his adult son and grandchild.

If you have an estate plan, you shouldn’t simply forget about it. Instead, regular reviews can help ensure it continues to reflect your wishes and circumstances. Sometimes you may have a specific reason to review your estate plan. Life milestones can often cause you to reflect on the steps you’ve previously taken. Experiences like getting […]