Probate Myths and Facts: What You Really Need to Know
4 minute read posted by Jamie Shepherd on 1st May 2025Don't Let Probate Myths Catch You Off Guard Probate can feel overwhelming at the best of times. Add in second-hand advice from friends, quick Google searches, and social media opinions - and suddenly you're more confused than...
DIY Probate vs. Professional Help: What's the Best Option for Your Family
4 minute read posted by Jamie Shepherd on 1st May 2025Navigating Probate – Should You Go It Alone? When a loved one dies, handling their estate can feel like one of the most overwhelming tasks on your list. And if you’re trying to keep costs down, it’s tempting to take the DIY...
Probate After Sudden Death vs. Expected Death: Why a Will Makes All the Difference
4 minute read posted by Claire Earwaker dos Reis on 1st May 2025The Unexpected vs. The Anticipated Losing someone you love is always hard—whether you had time to prepare or not. But when it comes to managing their estate, the difference between a sudden death and an expected death can be...
Probate When There Is No Will: What Happens and How to Handle It
4 minute read posted by Claire Earwaker dos Reis on 29th Apr 2025What Happens When Someone Dies Without a Will? It’s not something any of us want to think about—but it happens more often than you might expect. When someone passes away without a valid Will, they’re said to have died...
Probate in Blended Families: What You Need to Know to Protect Your Loved Ones
4 minute read posted by Jamie Shepherd on 29th Apr 2025Modern Families Need Modern Planning Today, families come in all shapes and sizes – and more and more households include children, stepchildren, and partners from previous relationships. While love binds these families together,...
Why Landlords Must Have an Up-to-Date Will
5 minute read posted by Jamie Shepherd on 31st Mar 2025Expanding your property portfolio is an exciting venture that promises increased returns and long-term financial security. However, with growth comes the responsibility of ensuring that your investments are protected and...
Mums Without a Backup Plan: What Happens to Your Children If You Die Without a Will?
4 minute read posted by Claire Earwaker dos Reis on 3rd Mar 2025It’s a thought no parent wants to entertain—what would happen to your children if you were no longer around? While we often assume our loved ones will know what to do, the reality is far more complicated. Without a Will in...
The Changing Landscape of Inheritance Tax: What You Need to Know
4 minute read posted by Claire Earwaker dos Reis on 3rd Mar 2025With the upcoming inheritance tax (IHT) changes set to take effect in April 2025, a significant 54% of UK adults are re-evaluating their estate planning. This shift highlights growing concerns about how assets will be taxed and...
Soteria Planning Shortlisted for Two Prestigious Probate Industry Awards 2025!
3 minute read posted by Jamie Shepherd on 3rd Mar 2025We have some incredible news to share – Soteria Planning has been shortlisted for not one, but two highly esteemed awards at the Probate Industry Awards 2025! We are thrilled to be recognised in the categories of Estate Planning...
Autumn Budget 2024: Key Changes to Inheritance Tax and Pension Wealth Transfer
2 minute read posted by Jamie ShepherdLast week’s budget finally provided clarity on inheritance tax (IHT) changes, marking a significant shift for estates and beneficiaries across the UK. Chancellor Rachel Reeves confirmed that, starting April 2027, unused pension...