The Soteria Planning blog

Last 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...

At Soteria Planning, we recognise that estate planning is crucial to ensuring your wishes are fulfilled after you pass away. However, without a valid will in place, your estate will be subject to the Rules of Intestacy, which...

Including charitable giving in your will can be a meaningful way to leave a legacy and support causes you care about. At Soteria Planning, we recognise the importance of thoughtful estate planning. Here are key benefits and...

Estate planning can be complex, and mistakes are common. At Soteria Planning, we understand the importance of a well-structured estate plan. Here are key mistakes to avoid: Not Updating Your Will - Life events like marriage,...

Creating a will is a crucial step in ensuring your wishes are respected and your loved ones are taken care of after you pass away. At Soteria Planning, we understand the importance of a well-structured will, so here are key...

Our Mission I founded Soteria Planning with a clear vision: to control the entire estate planning process, ensuring that every step reflects my values of integrity, affordability, and high-class service. My mission has always been...

Blended families, which may include any combination of stepchildren, half-siblings, multiple sets of parents, and other familial connections, often face unique challenges in estate planning. At Soteria Planning, we understand that...

In our interconnected world, it's increasingly common for individuals to live, work, and own assets in countries other than their homeland. For expatriates, especially those from the UK, estate planning presents unique challenges...

In today's digital age, our lives are as vibrant online as they are offline. From social media profiles to digital wallets, and from email contents to online business assets, the virtual footprint we leave behind is extensive and...

In today's environmentally conscious and socially aware world, many are seeking ways to ensure their legacy has a lasting, positive impact on society and the planet. At Soteria Planning, we understand that ethical and sustainable...