Wills & Trusts Articles

Inheritance Tax and Wills: Strategies for Minimizing Tax Burden

As a financial expert with years of experience, I've seen how proper estate planning can significantly reduce the inheritance tax burden on your loved ones. With the current inheritance tax threshold at £325,000 and a standard rate of 40% above that, it's crucial to...

How Marriage, Divorce, and Remarriage Affect Your Will

As a financial expert with years of experience, I’ve seen how life’s major milestones—like marriage, divorce, and remarriage—can significantly impact estate planning. A will is a crucial document that ensures your wishes are honored, but these life changes can alter...

Choosing an Executor: Key Considerations

As a financial expert with years of experience, I've seen firsthand how crucial the role of an executor is in ensuring a smooth and efficient estate settlement process. Selecting the right executor for your will is one of the most important decisions you'll make in...

Updating Your Will: When and Why It’s Necessary

As a financial expert with years of experience, I've seen how life's twists and turns can impact estate planning. Creating a will is a crucial first step in securing your legacy, but it's not a one-and-done task. Your will should evolve as your life changes to ensure...

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