The 7-year rule: how lifetime gifts affect inheritance tax
The seven-year rule explained with worked examples: PETs, taper relief, gifts with reservation of benefit, and the most useful exemptions to know.
Insights & guides
Plain-English guides to writing your will
Articles on choosing executors, leaving a legacy, inheritance tax, blended families and the practical nuts and bolts of probate.
Wills for blended families: protecting your children from a previous relationship
Why "everything to my spouse" can disinherit your children, and the will structures - life-interest trusts, mirror wills, letters of wishes - that prevent it.
Cohabiting couples: why you absolutely need a will if you are not married
There is no such thing as a "common-law spouse" in English law. What unmarried couples actually need to put in place to protect each other.
Appointing guardians for your children: a complete UK guide
How testamentary guardianship works in UK law, what to look for in a guardian, financial vs. caring roles, and how to have the conversation.
What happens to your social media accounts when you die?
How Facebook, Instagram, Google, Apple, Microsoft, LinkedIn, X and TikTok handle the accounts of deceased users - and what to set up now.
Cryptocurrency and digital assets: how to leave them in your will
Crypto is property under UK law, but self-custodied coins disappear forever without recovery instructions. How to make digital assets inheritable.