Jamie Shepherd

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,...

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...

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...