
Estate Planning for Blended Families
3 minute read posted by Claire Earwaker 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...

Embracing Parenthood | The Essential Guide to Will Writing for New Parents
2 minute read posted by Jamie ShepherdBecoming 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...

What to Consider When Appointing Executors in Your Will
4 minute read posted by Leah RickwoodWhen creating your last will and testament, one of the crucial decisions you need to make is appointing an executor. An executor is responsible for carrying out your final wishes and ensuring the smooth administration of your...

Understanding the Difference Between Owning Property as Joint Tenants and Tenants in Common
4 minute read posted by Jamie ShepherdWhen 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...

Safeguarding Your Assets: The Power of a Discretionary Trust in Your Will
4 minute read posted by Claire Earwaker 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...