Life Planning

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: […]

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

If you’re thinking about your estate planning and want to ensure that your assets are protected and distributed according to your wishes after you pass away, you may want to consider a trust Will.  This blog will cover the basics of trust Wills, including how they work, the differences between trust and traditional Wills, and

Once you have a Will written and tucked away, you might be tempted to forget about it entirely. However, this could be a big mistake as you could miss out on many benefits for yourself and your loved ones. Updating your Will every few years is essential to later life planning as many aspects of

Your Will is a crucial legal document, which can make starting one a little daunting! We’ve put together this handy guide with the essential steps for how to write your Will, including what you’ll need and where you can find the best legal advice.  Making a Will: Where to Start Before you sit down to

The nil rate band may have come up throughout your estate planning process, or perhaps this is the first time you’ve heard of it. Either way, understanding it is essential when writing your Will and deciding what to do with your assets, as it can greatly impact what you can leave to your loved ones. 

Divorce can be a big factor to account for when estate planning and writing your Will. Whether you or your children are facing a divorce, or you just want to take certain precautions to protect your assets, it is worth being aware of how divorce can affect your estate planning.  How Can Divorce Affect Your