Knowledge hub: Wills, trusts and probate

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Wills, trusts and probate

25_02_ModernMarriage_FI_V1
Financial planning
Modern marriage – what are the benefits?
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Rebecca-Best
By Rebecca Best
14th February 2025
25_01_Digital_PensionsAndIHTHERO_V1
Financial planning
Pensions and IHT: be aware of the changes due April 2027
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Jamie-Heffernan-1
By Jamie Heffernan
23rd January 2025
Tax and estate planning
The complete guide to estate planning
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Rebecca-Best
By Rebecca Best
9th January 2025
NB – 1920 – Setting up LPOA online
Wills, trusts and probate
Setting up Lasting Powers of Attorney (LPAs) online
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Jade-Peckett
By Jade Peckett
9th February 2024
NB – 1920 – Financial gift to grandchildren
Tax and estate planning
Can I give a financial gift to my children and grandchildren?
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Rebecca-Best
By Rebecca Best
29th August 2023
NB – 1920 – Unmarried couple
Financial planning
What are my legal and financial rights in an unmarried couple?
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Victoria-Perkin
By Victoria Perkin
19th July 2023
NB – 1920 – Making gifts attorney
Tax and estate planning
Making gifts as an attorney or deputy – what you can and can’t do
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By Georgia Samardzija
15th May 2023
Inheritance tax on your home
Tax and estate planning
How to protect your home from inheritance tax
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By Progeny
14th March 2023
What is generational wealth and how to build it
Financial planning
What is generational wealth and how do you build it?
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By Progeny
16th January 2023
Passing wealth to the next generation
Wills, trusts and probate
Passing wealth to the next generation
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By Progeny
5th August 2022
Charitable donations
Financial planning
How to make charitable donations part of your financial plan
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By Georgia Samardzija
21st July 2022
Later life care
Financial planning
Looking after your later life care
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By Andrew Pyrah
18th May 2022

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