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...

We have some incredible news to share – Soteria Planning has been shortlisted for not one, but two highly esteemed awards at the Probate Industry Awards 2025! We are thrilled to be recognised in the categories of Estate Planning...

Expanding your property portfolio is an exciting venture that promises increased returns and long-term financial security. However, with growth comes the responsibility of ensuring that your investments are protected and...