Impact of the Autumn Budget 2025 on Inheritance Tax and Estate Planning

The Chancellor has delivered the Autumn Budget 2025, maintaining a strict stance on wealth transfer taxes to raise revenue. While some of the most feared “draconian” measures (such as a lifetime gifting cap) did not materialize, the Budget solidified the freezing of thresholds and confirmed major structural changes to Business Property Relief (BPR), Agricultural Property… Continue reading Impact of the Autumn Budget 2025 on Inheritance Tax and Estate Planning

Pre-Budget Wealth Security: A Countdown to the 26th November for Inheritance Tax Mitigation

The Autumn Budget, set to be delivered by the Chancellor on 26th November 2025, is more than just a fiscal update—it is an urgent deadline for proactive Inheritance Tax Planning.   With the government facing significant pressure to raise revenue, IHT is widely viewed as a prime target for reform. Changes announced on Budget Day… Continue reading Pre-Budget Wealth Security: A Countdown to the 26th November for Inheritance Tax Mitigation

Rise of Trusts in 2025: How UK Families Are Protecting Their Estates from Inheritance Tax

Trusts and inheritance tax have become one of the most talked-about tools in estate planning this year — and for good reason. With inheritance tax (IHT) bills rising and new tax rules on the way, more families are turning to trusts to protect their wealth and reduce their exposure to the 40% IHT rate. Why… Continue reading Rise of Trusts in 2025: How UK Families Are Protecting Their Estates from Inheritance Tax

Estate Planning Scenarios: Acting Before Potential Inheritance Tax (IHT) Changes in the UK

Introduction  Inheritance Tax UK 2025 (IHT) rules are in flux as the government seeks more revenue. With an Autumn Budget 2025 on the horizon, UK-domiciled individuals – especially those with family businesses – face uncertainty. Currently, each individual has a £325,000 nil-rate band (NRB) (frozen since 2009) and an additional £175,000 residence nil-rate band (RNRB)… Continue reading Estate Planning Scenarios: Acting Before Potential Inheritance Tax (IHT) Changes in the UK

Estate Planning: Passing on Your Wealth in 2025 – What Every UK Family Must Know

Passing on Your Wealth in 2025: What Every UK Family Must Know Estate planning in the UK is evolving at an unprecedented pace. Shifts in legislation, changes in taxation, and the growing importance of digital assets are reshaping how people prepare for the future. While making a will remains a cornerstone of safeguarding your estate,… Continue reading Estate Planning: Passing on Your Wealth in 2025 – What Every UK Family Must Know

Do I Need a Will or LPA Under 40? Absolutely—Here’s Why

Too many people think will writing under 40 is too soon. It doesn’t matter whether you’re 25, 35, or somewhere in between—you are never too young to write a will or set up a Lasting Power of Attorney (LPA).   If you’re in your 20s or 30s, life is full of change: moving in with… Continue reading Do I Need a Will or LPA Under 40? Absolutely—Here’s Why

Digital Wills: What the Law Commission’s Proposed Reform Means for You

On May 16, 2025, the Law Commission of England and Wales unveiled a landmark proposal to introduce digital wills, modernising the country’s outdated will-making laws, marking the biggest reform since the Wills Act of 1837. At the heart of this reform is the legal recognition of electronic wills, allowing individuals to create and sign their… Continue reading Digital Wills: What the Law Commission’s Proposed Reform Means for You

Estate Planning Just Got Easier: The Will Protect App Is Coming Soon

Coming Soon: The Will Protect App! Estate planning might not be the most exciting task on your to-do list, but it’s one of the most important. Making sure your will is in place and up to date gives you peace of mind—and protects the people and things that matter most to you. At Will Protect,… Continue reading Estate Planning Just Got Easier: The Will Protect App Is Coming Soon

Gifting and Inheritance Tax: What You Need to Know for Estate Planning

This blog, “Gifting and Inheritance Tax: What You Need to Know for Estate Planning” looks in depth at the implications of Inheritance Tax on your estate and gifting to your loved ones as a way to share your wealth.    Planning what happens to your assets after you pass away can feel like a daunting… Continue reading Gifting and Inheritance Tax: What You Need to Know for Estate Planning

Beneficiary Choices for Your Estate: A Step-by-Step Guide

Step 1: Identifying a Potential Beneficiary or Beneficiaries Choosing a beneficiary or several beneficiaries during your estate planning process can be an emotional, difficult decision. These people will, after all, outlive you. Firstly, evaluate your family members and determine who you wish to include. Next, you could consider close friends who have been significant in… Continue reading Beneficiary Choices for Your Estate: A Step-by-Step Guide