Discover my top tips
Check your wills regularly. Laws change and tax positions are updated – make sure your wills are doing what you want them to do.
Lasting Powers of Attorney are a form of bureaucratic insurance. You hope you never need it, but it makes things much easier for your loved ones.
If your estate is worth between £2m-£3m, this can be much more complicated from a tax perspective than a higher value estate due to diminishing tax allowances for estates worth more than £2m.