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Best Independent Estate Planning Firm Herts 2024 SME Awards
Estate Planning Service of the Year - Innovation & Excellence Awards 2024
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.


Common misconceptions about intestacy
There are many misconceptions about intestacy - what happens if someone dies intestate,

Steve Bish
Jun 28, 2023


How to deal with a charity legacy as a personal representative
We look at gifts to charities in Wills and, in particular, the duties of executors in these cases.

Steve Bish
May 10, 2023


What to do with a loved one’s social media accounts when they die
It's a sad truth that social media has fundamentally changed the way we live and interact with the world and our loved ones.

Steve Bish
May 4, 2023


Probate property sales
Selling a probate property is one of the most stressful events we can go through.

Steve Bish
Apr 25, 2023


The Perception of Will Writing & Estate Planning
The estate planning sector has seen significant growth in the last decade, with more people than ever before taking up Will writing services

Steve Bish
Apr 17, 2023


Upward trend in take-up of Lasting Power of Attorney continues
Figures released by the Ministry of Justice have revealed that the trend of increasing take-up of lasting powers of attorney continues.

Steve Bish
Mar 31, 2023


Don't Trust a 'Barrack-Room' Lawyer, When it Comes to Estate Planning and Wills!
When it comes to Estate Planning and Wills, many people think they can save money by writing their Wills themselves.

Steve Bish
Mar 23, 2023


Probate delays inflate inheritance tax bills passed onto bereaved families
Covid backlogs and the loss of experienced staff are prolonging waits for probate.

Steve Bish
Mar 14, 2023


Ten Tips For Inheritance Tax Planning
In England and Wales, your estate may be liable to Inheritance Tax. In some instances, this could create a burden for families.

Steve Bish
Mar 3, 2023


Winners!
We are delighted to have been informed that we've been awarded Best Independent Estate Planning Firm (Hertfordshire) 2023.

Steve Bish
Feb 23, 2023


Could your family fall foul of the inheritance wars?
A surviving spouse can make new will after death of a partner without constraints. Here's advice on how to protect your inheritance.

Steve Bish
Feb 15, 2023


Mum will disinherit my sister: What tax do I owe if we split my share?
Before my mum became ill she changed her will and has left everything to me.

Steve Bish
Feb 10, 2023


Sonia's £196,000 in BBC’s EastEnders is fiction... but Inheritance Tax is REAL for millions
Inheritance tax divides opinion. Some believe it should be abolished because it is a form of double taxation.

Steve Bish
Feb 6, 2023


Two thirds of new house purchases by unmarried couples
New research has revealed more than six in 10 first-time buyers are unmarried couples.

Steve Bish
Feb 1, 2023


Where there’s a will there’s a WAR!
The Voice star Bo Bruce’s inheritance battle over her mother’s will and estate is just one of several high-profile cases to hit the headline

Steve Bish
Jan 17, 2023


How granny's diamond ring could land you with an inheritance tax shock
Inheritance tax tops polls as the most hated in Britain.

Steve Bish
Jan 11, 2023


What is a Will, and do I really need one?
In simple terms a Will is a legal document which sets out the wishes of an individual - the testator.

Steve Bish
Jan 4, 2023


A Christmas Carol - updated for the world of Estate Planning
Had she made an estate plan and a will she would have been advised to nominate guardians for her children.

Steve Bish
Dec 14, 2022


Latest article for Inspire Magazine - Wills and Trusts as part of Estate Planning
You probably want to make sure your estate goes to family, friends or organisations you support, known as Beneficiaries.

Steve Bish
Dec 8, 2022


Gifting cash to loved ones this Christmas? Beware the inheritance tax trap!
Gifting cash might be more welcome than ever this Christmas. In grim economic times, older savers with some accumulated wealth might decide

Steve Bish
Dec 5, 2022
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