Our Values and Promises
by Jamie ShepherdSoteria Planning Online Flipboard...
The Impact of Marriage on a Will: Ensuring Your Wishes Are Preserved
by Jamie Shepherd on 6th Mar 2024Marriage is a significant milestone in many people's lives, symbolising love, commitment, and partnership. While couples embark on this journey, it is essential to consider the legal implications that marriage can have on various...
The Importance of Having a Will as a Business Owner
by Jamie Shepherd on 13th Mar 2024As a business owner, you dedicate countless hours, energy, and resources to building and growing your enterprise. You work tirelessly to secure the future of your business and ensure its success. However, amid the hustle and...
Understanding the Difference Between Owning Property as Joint Tenants and Tenants in Common
by Jamie Shepherd on 27th Mar 2024When it comes to owning property, it's crucial to understand the different ways in which multiple individuals can hold ownership. Two common forms of co-ownership are joint tenancy and tenancy in common. While they may sound...
When Should You Start Thinking About Inheritance Tax Planning?
by Jamie Shepherd on 10th Apr 2024Inheritance 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...
Embracing Parenthood | The Essential Guide to Will Writing for New Parents
by Jamie Shepherd on 3rd Apr 2024Becoming 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...
5 Dangers of Not Having a Will
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...