Why 2027 Pension Tax Changes Will Change the Way You Plan Your Will
If you’ve been tucking money away into a pension thinking it was the ultimate "get out of jail free" card […]
2026
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Will Your Pension Leave Your Family with an Inheritance Tax Problem?
or worse, destroy the family business? From April 2027, unused pension funds could not only increase your Inheritance Tax bill—they
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Why You Should Register Your Lasting Power of Attorney IMMEDIATELY
One of the most common questions I am asked is whether a Lasting Power of Attorney (LPA) should be registered
The “Missing” LPA: A Guide for Children and Carers to Avoid the Deputyship Trap
I’ve spent over 25 years in this industry, and if there’s one thing I’ve learned, it’s that people are spectacular
Why New Pension Rules Will Change the Way You Plan Your Will (What Happens in 2027)
It’s Tuesday, April 28th, 2026. We are officially less than a year away from one of the biggest shake-ups in
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Dementia, Decision-Making and Planning Ahead A recent report commissioned by Alzheimer’s Society, The Lived Experiences of Dementia 2025, highlights something
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Lifetime Trusts and Care Fees – Current Thinking
Lifetime trusts are often promoted as a way to protect the family home from care fees. However, the legal position
When ‘The One’ is Actually ‘The Three’: Wills for Modern, Complex Families
Are you in a NON-TRADITIONAL FAMILY? The "traditional" British family model of one husband, one wife, two children, and a
LPA Health and Welfare vs Property and Finance: Which Is Better For Your Future?
If I had a pound for every time someone asked me, “Stephen, do I really need both types of Lasting
Easy Ways to Save Inheritance Tax in 2026
Let’s be honest: nobody likes the idea of the taxman hovering over their funeral like an uninvited guest looking for