Category: News

Probate fee rises give advisers a timely reason to reopen Will and estate planning conversations.

Help clients record funeral wishes, reducing family stress, uncertainty, disputes, and difficult decisions

Choosing guardians can feel huge when a child has additional needs; this guide makes it calmer and clearer.

Predatory marriage can quietly revoke a client’s Will, shifting inheritance outcomes, timelines, and family dynamics entirely.

Legacy giving is becoming a natural part of advice. Learn how to raise charity conversations with clients without it feeling awkward, plus practical guidance for supporting charitable gifts in a Will.

The moment you’re discussing protection, you’re already in the Will conversation,

Many believe we only handle simple Wills, but Secure Inheritance specialises in complex, high-risk estate planning, protecting clients where online forms, generalists and even solicitors often fall short.

Protect clients’ wealth, wishes, and families by ensuring every financial plan ends with a valid Will.

Leaving 10% to charity cuts tax from 40% to 36% saving thousands and shaping legacy.

We used to talk about Inheritance Tax planning as something for the very wealthy. The kind of clients with big portfolios, second homes, that sort of thing. Not anymore. The combination of frozen tax thresholds, rising asset values, and changes to pension rules means we are now seeing ordinary families of teachers, business owners and…