Succession Planning for Business Owners
by Claire Earwalk dos ReisAs a business owner, it can be tough to think about what will happen to your business when you’re no... As a business owner, it can be tough to think about what will happen to your business when you’re no longer around. It is...
The Potential Abolishment of IHT in the Spotlight
by Claire Earwalk dos ReisRecent news from No. 10 Downing Street has sparked discussions about the potential abolition of Inhe... Recent news from No. 10 Downing Street has sparked discussions about the potential abolition of Inheritance Tax (IHT) as a...
What’s happened within the estate planning sector?
by Claire Earwalk dos ReisEvolving Trends in Estate Planning: Tradition and Modern Estate Planning Ensuring your legacy throug... Evolving Trends in Estate Planning: Tradition and Modern Estate Planning Ensuring your legacy through careful estate planning...
The True Cost of Making a Will: Dispelling Common Misconceptions
by Claire Earwalk dos ReisMaking a Will stands as one of the most essential steps an individual can take. Yet, many people are... Making a Will stands as one of the most essential steps an individual can take. Yet, many people are deterred by...
Safeguarding Your Assets: The Power of a Discretionary Trust in Your Will
by Claire Earwalk dos ReisPlanning for the future is an essential aspect of responsible financial management. As you accumulate wealth and assets throughout your life, it becomes crucial to consider ways to protect and distribute them wisely, even after...
Estate Planning for Blended Families
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...
Charitable Giving in Your Will: Benefits and Considerations
by Claire Earwalk dos ReisIncluding 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...
The Changing Landscape of Inheritance Tax: What You Need to Know
by Claire Earwalk 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...
Mums Without a Backup Plan: What Happens to Your Children If You Die Without a Will?
by Claire Earwalk 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...