Inheritance Tax (IHT) is a significant concern for many families in the UK. With frozen thresholds and increasing property values, more estates are subject to this tax. This blog explores the essentials of IHT and offers insights into mitigating its impact. While we are experts in estate administration, we do not provide financial advice. Our goal is to assist your clients with the probate process and support partners in delivering comprehensive estate planning services.

This year has provided a lot of challenges and changes, both in general and within the probate and estate administration industry. This blog will summarise some of the key industry stories and updates that have been in the news in 2022.

A Trust is a legal arrangement that can form part of a person’s Will and come into effect upon death, granting the named Trustees in a Will control of assets, such as funds and property, on behalf of the beneficiaries. Various types of Trusts can be written into a Will, depending on an individual’s circumstances. This blog will provide an overview of our experience of working with Trusts in Wills upon death, specifically exploring Property Trusts, Nil Rate Band Discretionary Trusts (NRBDT), and Trusts for Minors.

It’s a new year and a new decade – Welcome to 2020! This time of year can trigger many feelings – optimism, reflection, uncertainty or all of the above. As we think back to some of the hot topics we followed throughout the year, we realise many are still relevant as we step into the new year.

Everybody loves a Disney classic, so we couldn't resist sharing this modern day take on Cinderalla and her wicked sisters. Recent media coverage highlighted how Sasha Cochrane was left without access to her father's £121,000 inheritance after her older half-sisters kept the money for themselves.