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.
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
Can Trusts Be Contested?
Trusts are a popular estate planning tool many use to manage and distribute their assets to their loved ones. However, they can also be contested, which is when someone challenges the validity or terms of the trust. This process can be complicated and contentious, often requiring legal action and court intervention. This blog will explore
How to Choose an Attorney
When establishing your lasting power of attorney (LPA), you’ll be confronted with the question: who do you want your attorney to be? This is a big decision, as your attorney can act for you and make decisions on your behalf. This guide will walk you through the responsibilities of an attorney and help you understand
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