Category: News

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…

More than half of UK adults lack a valid Will; a risk advisers can’t ignore. Proper advice protects families and reputations.

Trust builds brands. With 87% of consumers swayed by Trustpilot reviews, advisers can boost credibility and strengthen referrals.

BPR changes mean outdated Wills could cost your clients £100,000s in tax.

Protect your clients’ wealth with Wills, LPAs, and smart estate planning before 2027.