Blog
Sep 2025
Don’t have a will? Here’s how your estate would be distributed under intestacy rules
The number of people passing away without a valid will increased by 25% between 2020/21 and 2023/24. Discover how your estate might be distributed under intestacy rules, and why it’s important to set out your wishes in a will.
Sep 2025
How pension and Inheritance Tax policy changes could affect your legacy
From April 2027, pensions are expected to fall within your estate. This may mean reviewing your estate plan or that you need to consider Inheritance Tax for the first time. Find out more about the policy change and why it could affect your legacy.
Sep 2025
5 challenges a financial midlife MOT could help you overcome
Your midlife can be an exciting time. It might also present some new challenges, such as retirement planning with a partner or supporting elderly relatives. Arranging a financial midlife MOT could help you overcome obstacles and feel more confident as you prepare for the next chapter.
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