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5 Factors To Consider When Writing Your Will
2 minute read posted by Leah Rickwood on 26th Jun 2024Creating 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...
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The Journey of Soteria Planning
3 minute read posted by Jamie Shepherd on 12th Jun 2024Our 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...
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Estate Planning for Blended Families
3 minute read posted by Claire Earwalk dos Reis on 10th Jun 2024Blended 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...
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Estate Planning for Expatriates
3 minute read posted by Jamie Shepherd on 4th Jun 2024In 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...
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Protecting Your Digital Legacy | Ensuring Your Online Assets are Secure
3 minute read posted by Jamie Shepherd on 28th May 2024In 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...
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Sustainable and Ethical Estate Planning
3 minute read posted by Leah Rickwood on 21st May 2024In 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...
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5 Dangers of Not Having a Will
3 minute read posted by Jamie Shepherd on 25th Apr 2024Navigating the Risks | The Importance of Having a Will In our busy lives, estate planning often falls to the wayside. Many of us postpone the creation of a will, believing there's always more time. Yet, this delay can have serious...
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When Should You Start Thinking About Inheritance Tax Planning?
4 minute read posted by Jamie ShepherdInheritance tax planning is an important aspect of financial management that can greatly impact the wealth and assets you pass on to your loved ones. It involves making strategic decisions and taking necessary actions to minimise...
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Embracing Parenthood | The Essential Guide to Will Writing for New Parents
2 minute read posted by Jamie ShepherdBecoming a parent brings joy and a multitude of responsibilities, including the vital task of will writing. While it may not be at the forefront of your thoughts amidst the bustling new life with your young ones, crafting a will...
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What to Consider When Appointing Executors in Your Will
4 minute read posted by Leah RickwoodWhen creating your last will and testament, one of the crucial decisions you need to make is appointing an executor. An executor is responsible for carrying out your final wishes and ensuring the smooth administration of your...