Estate

Articles about managing and protecting your estate through proper planning. Topics include probate, inheritance tax, gifting strategies and providing for dependants after death.

Administration of Your Estate

How executors and administrators settle an estate when there's a valid will or someone dies without one.

Choosing a Trust Type for Inheritance Tax: Step by Step

Setting up a trust can reduce your inheritance tax bill, but you need to pick the right type for your situation.

Estate Jargon: Key Concepts Explained

Common estate law terms explained so you can make informed decisions about wills, probate and inheritance.

Probate Valuation Explained

You need to value a deceased person's estate to work out inheritance tax and move the probate process forward quickly.

Protecting Your Estate from Market Fluctuations

How to shield your savings and investments when markets become unstable and unpredictable.

Providing Security for Your Dependants

Set up your will and trusts properly so your family avoids hefty inheritance tax bills after you're gone.

Rules on Estates for Non-Domiciled Individuals

Non-doms in the UK now face major changes to how their estates and offshore income are taxed following the April 2025 reforms.

Tax Relief Through Gifting

Gifting assets during your lifetime can help reduce inheritance tax bills and keep more money for your beneficiaries.

The Probate Process and How to Avoid It

Skip the long probate delays by planning your estate properly and keeping assets accessible to your family.

What Are Equitable Estates?

Understand how equitable estates work in trusts and what rights beneficiaries actually have to inherited property.

What Is an Estate?

An estate includes all your assets minus debts, whether you're alive or dead, and covers everything from cash to property rights.

What Is Estate Planning?

Get the basics of estate planning and why it matters for protecting your assets and reducing taxes for your heirs.