Blog
Regular blogs giving you our take on all things estate and asset planning – all the information you need, with none of the confusing jargon.
Care Fees – The Broken System Funding Private Equity Profits
Don’t Let a Lifetime of Hard Work Pay for a Broken System: Why It’s Vital to Protect Your Home While You Still Can You’ve worked hard your whole life. You’ve paid your taxes. You bought your home, raised a family, and saved for retirement. Now, in your later years, you deserve peace of mind—not the
Trusts – Are they a good idea?
Trusts – Are They a Good Idea? If you’ve ever tried researching trusts online, you’ll know just how confusing — and often misleading — the information can be. It’s no wonder so many people feel unsure about whether a trust is right for them. This article aims to clarify the facts, answer common concerns, and
The Merits of a Professionally Drafted Will: Protecting Your Legacy and Loved Ones
Planning for the future is one of the most responsible steps you can take, yet many overlook the importance of having a professionally drafted Will. At The Planning Bee, we emphasize the critical role a Will plays in safeguarding your assets and ensuring your wishes are honored. Here’s why opting for professional help is invaluable:
The Autumn Budget 2024: Implications for Pensions, Inheritance Tax, and Farmers
Inheritance Tax (IHT) Changes for Pensions: One of the most significant announcements from the Autumn Budget is the future inclusion of pensions in inheritance tax (IHT) calculations. From April 2027, pensions will be treated as part of an estate for IHT purposes. This move could substantially increase tax liabilities, especially impacting unmarried couples. What this
LPAs vs Deputyship Orders – What’s the Difference?
Lasting powers of attorney (LPAs) and Deputyship Orders share some similarities, giving people the legal authority to act on your behalf when you lose mental capacity. However, plenty of key differences between the two are essential to understand. This blog will explore these two legal tools, how each can be used, and how you can
Understanding Will Trusts
Wills and trusts are often considered separate, but have you ever heard of a Will trust? Will trusts can be a valuable tool for estate planning, protecting assets, and ensuring they are distributed according to the settlor’s wishes. However, they can be complex, and it’s important to understand how they work and the benefits for
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