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Estate Planning Blog
Welcome to our blog about everything to do with estate planning. Here we aim to bring you the latest news and opinions on everything from writing your will to setting up a power of attorney.
Avoiding Inheritance Tax: Legal Strategies
When planning your estate, one of the most important considerations is how to reduce inheritance tax legally. This tax can significantly...
Anita Barker
1 day ago
Understanding Inheritance Tax in the UK
Inheritance tax can be a complex topic for many people in the UK. It involves rules about what happens to your money and property after...
Anita Barker
Sep 29
Steps for Claiming an Inheritance Tax (IHT) Refund
To claim an inheritance tax refund, typically due to overpayment caused by assets (like property or shares) being sold for less than...
Steve Bish
Jul 23
“What Do I Actually Need to Do? A Guide to Estate Accounts
By Steve Bish MSWW FInstPA CILEx If you’ve recently lost someone close to you and you’ve been asked to act as their executor, first of...
Steve Bish
May 26
It’s just for old people, right?” – Let’s talk about Lasting Powers of Attorney
If there’s one thing I wish more people understood, it’s that Lasting Powers of Attorney (LPA) isn’t just for later life it’s about...
Steve Bish
May 2
The most unfair tax? Why more families are facing an unexpected Inheritance Tax bill
Steve Bish, Founder of S Bish Estate Planning writes, With 20 years experience in Estate Planning I’ve seen first hand how the loss of a...
Steve Bish
Mar 6
Can an attorney sell a property through an LPA?
If you have been appointed as an attorney under a Lasting Power of Attorney (LPA), the time may come when you need to sell the property...
Steve Bish
Nov 28, 2024
AS JUDGE RULES THAT A WILL LEFT ON FOOD PACKETS IS VALID, EXPERT SHARES DETAILS OF MOST UNUSUAL INHERITANCE REQUESTS
Steve Bish MSWW Fellow IoP CILEx also shares advice on how to best avoid falling victim to a dispute An expert in estate planning has...
Steve Bish
Nov 16, 2024
How to ensure your pets are cared for after your death
INCREASING numbers of people are now making plans in their Will for what they’d like to happen to their pets, a leading expert has...
Steve Bish
Nov 8, 2024
Digital assets and death
People are increasingly leaving a digital legacy after their death, as well as digital assets.
Steve Bish
Aug 26, 2024
When should I update my Will?
Having a Will in place gives most people great peace of mind, but it is important to review the document from time to time.
Steve Bish
Aug 2, 2024
Safeguarding Your Children's Inheritance From Divorce or Financial Challenges
There may be a situation where you want to leave an inheritance to your children but you have concerns about their spouses being able to...
Steve Bish
Jul 23, 2024
6 lesser known reasons to make a Will
By Steve Bish MSWW FInstPa CILEx Most of us know that it is important to make a Will to ensure that our estate is passed on to those we...
Steve Bish
Jul 3, 2024
An A to Z of probate and estate administration
Steve Bish MSWW FInstPa CILEx Dealing with someone’s estate after their death can involve a number of different probate terms. Today at S...
Steve Bish
Jun 25, 2024
Unsettled Affairs: The Consequences of an Executor Failing to Fulfil their Duties
By Steve Bish MSWW FinstPa CILEx After a death, the estate’s executor or administrator has the job of winding up the deceased’s affairs....
Steve Bish
Jun 17, 2024
Dementia and Lasting Powers of Attorney
By Steve Bish MSWW FInstPA CILEx A Lasting Power of Attorney authorises a trusted friend or relative to make decisions on someone’s...
Steve Bish
Jun 5, 2024
Three different ways to leave money in your Will to your children
Parents usually want to leave their money in their Will to children and grandchildren.
Steve Bish
May 28, 2024
Paying the most unpopular of taxes Inheritance Tax
For those dealing with someone’s estate after their death, the Inheritance Tax bill can come as a nasty shock.
Steve Bish
May 22, 2024
The duties (and risks) of being an executor
The executor to an estate has the job of winding up someone’s affairs after their death.
Steve Bish
May 8, 2024
Could your Will be invalid?
A Will is crucial in ensuring your loved ones will be cared for in the future in the way that you want.
Steve Bish
Apr 25, 2024
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