What does a trustee actually do? A UK guide to the role and duties
A UK guide to being a trustee - the legal duties under the Trustee Act 2000, personal liability, what trustees can and can't do, and the practical first 90 days.
Insights & guides
Articles on choosing executors, leaving a legacy, inheritance tax, blended families and the practical nuts and bolts of probate.
A UK guide to being a trustee - the legal duties under the Trustee Act 2000, personal liability, what trustees can and can't do, and the practical first 90 days.
Data security, document security and continuity for UK digital will services — what to look for, the realistic risks, and how online compares to traditional storage.
A practical UK trigger list - the life events and changes that should prompt a will review, plus how to update cleanly.
A UK guide to which assets need probate and which pass outside it - property, bank accounts, pensions, life insurance, joint tenancy, and the planning implications.
Online services, solicitors, charity will months, DIY kits and "free" bank wills compared - typical 2026 prices and what you actually get.
A UK guide to the Probate Registry - online vs paper application, the £273 fee, processing times, common rejection reasons, and DIY vs solicitor probate.
Yes — most online will builders let you re-issue your will whenever life changes. Here is how online updates work, when an update is enough, and when you need a fresh will.
A UK guide to executor record-keeping - what records to keep, retention periods (12 years for most, 20 for IHT), the filing structure, and why it protects executors personally.
A UK guide to when beneficiaries can see a will - private before probate, public after, and the practical etiquette for executors and family in the in-between period.
The recurring failure modes of UK DIY wills — bad witnessing, missing residual clauses, ambiguous gifts, no substitute beneficiaries — and how to avoid them.
A UK guide to deeds of variation - how beneficiaries can redirect inheritance after death, the 2-year deadline, the IHT and CGT read-back rules, and common uses.
From beneficiary witnesses to vague gifts and missed residual clauses, the avoidable errors that ruin a will - and how to spot them before signing.