Estate Planning

Estate Planning guides

UK estate planning: wills, lasting power of attorney, probate, inheritance tax.

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Estate Planning 26 Jun 2026
What Happens to Your Pension When You Die? UK 2026 (and the IHT Change from April 2027)
How DC, DB and State Pension death benefits work in 2026, the age-75 income tax rule, and the major change bringing pensions into Inheritance Tax from April 2027.
Estate Planning 25 Jun 2026
Gifting Money to Family UK 2026: The 7-Year Rule and Tax-Free Allowances Explained
You can give away far more than 3,000 pounds a year tax-free. A clear 2026 guide to UK gift allowances, the 7-year rule for PETs and how taper relief works.
Estate Planning 24 Jun 2026
Trusts Explained UK 2026: Do You Need One to Protect Your Estate?
Most UK families don't need a complex trust. Here's what trusts are, the main types, the 2026 IHT and tax position, costs, and when one genuinely helps.
Estate Planning 20 Jun 2026
Inheritance Tax Planning UK 2026: How to Reduce Your Family’s IHT Bill
A 2026 UK pillar guide to inheritance tax planning: the £325k and £175k allowances, the 7-year rule, pensions falling into IHT from April 2027, BPR/APR reform, gifts, trusts and worked examples to cut your family's bill.
Estate Planning 15 May 2026
Wills, Power of Attorney & Probate UK 2026: The Complete Guide
A 2026 UK guide to writing a will, setting up Lasting Power of Attorney, and navigating probate, with current fees, intestacy rules and inheritance tax thresholds.
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