Charitable Giving in Your Will: Benefits and Considerations
2 minute read posted by Claire Earwalk dos Reis on 8th Aug 2024Including 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...
Top Estate Planning Mistakes and How to Avoid Them
2 minute read posted by Jamie Shepherd on 8th Aug 2024Estate 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,...
5 Factors To Consider When Writing Your Will
2 minute read posted by Leah RickwoodCreating 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...
The Journey of Soteria Planning
3 minute read posted by Jamie ShepherdOur 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...
Estate Planning for Blended Families
3 minute read posted by Claire Earwalk dos ReisBlended 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...
Estate Planning for Expatriates
3 minute read posted by Jamie ShepherdIn 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...
Protecting Your Digital Legacy | Ensuring Your Online Assets are Secure
3 minute read posted by Jamie ShepherdIn 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...
Sustainable and Ethical Estate Planning
3 minute read posted by Leah RickwoodIn 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...
5 Dangers of Not Having a Will
3 minute read posted by Jamie ShepherdNavigating 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...
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...