Ageing Europe - the stats 2 days ago Ageing in Europe, retirement, life expectancy and business succession: how stats from a new EU report should influence your estate planning. Read more
Love and marriage: wills and estate planning for LGBT couples 29 June 2021 Do LGBT+ couples need to make a will? Yes, especially if you are not married or in a civil partnership, as cohabiting is not a legal status. Read more
Heirlooms and history: why bloodline planning is important 10 June 2021 Bloodline planning: how to ensure the right people inherit the family heirlooms, assets and properties. Read more
6 top tips for successful estate planning 26 May 2021 Kickstart your estate planning with six top tips including updating wills, creating LPAs and reducing Inheritance Tax. Read more
Life insurance and Trusts: protection for your family when you’re no longer there 11 May 2021 Why putting a life insurance policy under trust can provides greater certainty around who benefits, and ensure faster payments Read more
5 things to consider if you’re a silver separator 05 May 2021 As Bill and Melinda Gates announce they are to divorce, what are the five important estate planning issues they should consider as silver separators? Read more
Writing or Updating a Will in 2021 15 April 2021 Have you made a will? If yes, great, but when did you last update it? Wills are living documents - they need to reflect changes in your life and circumstances Read more
10 ways to protect your estate for your loved ones and reduce your IHT bill 30 March 2021 10 top tips to reduce your IHT bill with transfers, gifts, trusts and insurance. Protect your estate for your loved ones after you are gone. Read more
Helping the next generation start out in business 11 March 2021 Want to help younger generation of your family? Give them the gift of your business experience and their first job. Read more
Should equity release always be a last resort? 28 February 2021 Equity release: how a lifetime mortgage with flexible drawdown could help release cash from your home to pay for long term home care Read more
Just the two of us: estate planning for both of you 09 February 2021 Aged 65 or over and no children? Why your estate planning should include long-term provision for both of you. Read more
Being an attorney in the time of COVID 25 January 2021 Appointed attorney named on a person's LPA? Your responsibilities are the same during pandemic restrictions - find out more in this LPA attorney article. Read more
Long-term care: financial assessment and future planning 12 January 2021 Why making provision now for your long term care (LTC), whether residential or home care, should be part of your estate planning strategy for 2021. Read more
Falling asset values: why it’s important to think long-term 11 December 2020 Investment and pension values fallen in 2020? You might need to revise your will and IHT planning. Call us to review your overall estate planning. Read more
Protecting against the worst: business LPAs and vaccines 25 November 2020 How a Business Legal Power of Attorney (LPA) can work like like a vaccine, protecting your business if you fall ill or become incapacitated Read more
Lockdown 2.0: Helping the next generation now 10 November 2020 "Right now" estate planning for Lockdown 2.0 - how to help bring your legacy forward to help support the family during your lifetime Read more
Registering a Trust: new rules on their way 27 October 2020 Are you a Trustee? You'll need to make sure your Trust is registered with HMRC by 2022. We've all the details in our latest article. Read more
Why a free Will may not be such a bargain And a simple Will may not be sufficient for your wishes 13 October 2020 Free Wills Month offers anyone over 55 a free Will writing service, but is a simple Will sufficient for your estate? Read more
Complex Inheritance Tax Rules leaves families exposed 07 October 2020 Executor inexperience leads to a massive rise in the number of cases investigated by HMRC having to pay additional death duties. Read more about why this may be. Read more
Inheritance tax: don’t pay more than you need to Safeguarding more of what is rightfully yours for future generations 29 September 2020 Our guide to Inheritance Tax (IHT), the value of your estate, nil-band rates and how to reduce IHT liability for your heirs on your death Read more
Care in later life 23 September 2020 One of the biggest challenges of the 21st century is Britain’s ageing population. As later-life care becomes more prevalent, whether you are considering this for yourself or a relative, covering the costs involved can be significant. Read our article to help your thought process. Read more
Marriage after Death 16 September 2020 What happens if your partner re-marries after your death? You may find that their new partner inherits your legacy and your children are disinherited! Watch our short video explaining what may happen. Read more
Who, what, when: the cornerstones of your updated will 11 September 2020 Who, what, when? Three crucial questions that can help you update your will to protect your legacy for those you want to receive it. Panthera Estate Planning. Read more
Why use a Professional Trustee? 02 September 2020 The role of a Trustee can be extremely daunting for an untrained person and often decisions will be made which may not be completely in the the interest of the Beneficiaries. Read more
Financial gifts, IHT and the seven year rule 25 August 2020 Want to help the family with a financial gift? How to ensure it's not got a big tax bill sting in the tail if you die within seven years. Read more
What happens to your home when you die? 19 August 2020 What happens to your home depends on how you and your partner own it! Read our short article to get to grips with the basics you need to know. Read more
Business LPAs: why every business owner should have one 11 August 2020 Why every business owner and solo company Director should have a business LPA in place, just in case. Call us to set yours up. Panthera Estate Planning UK Read more
It's Time for change 05 August 2020 The OPG has updated their online system to improve the processing for LPA's. Find out how this works and what it means to you. Read more
Can I write my own will? 28 July 2020 A DIY will could cost your family dearly. Here's why a professional will writer can make your wishes clear AND save your family a lot of stress Read more
Protecting vulnerable family members 22 July 2020 Why is it not ideal simply to just leave money to vulnerable people in your Will? Read our short guide. Read more
Bloodline planning: keeping it in the family 14 July 2020 Who do you want to inherit what from your estate? Bloodline planning can ensure valuable and historic assets are kept in the immediate family. Read more
Don't gamble with your children's future 08 July 2020 Parental Guardianship is vital in guaranteeing the safety and security of a child's future. Why? Read more
Why you need business succession planning 01 July 2020 Have you thought about what happens to your business when you're no longer around? A short video on business succession planning. Read more
Why it’s important to choose the right executor for your will 23 June 2020 How to choose and appoint executors for your Will, and ensuring you choose the right person to take financial responsibility for your estate Read more
Why just writing a Will may not be enough 17 June 2020 One in four people would mount a legal challenge against a loved one’s Will. Watch our short video to find out how creating a Will Clarity statement can help protect your wishes. Read more
What is an LPA and why do I need one? 09 June 2020 Why you should make your lasting Powers of Attorney now regardless of your age, and how Panthera Estate Planning can help. Read more
Why you need a Trust 03 June 2020 Many of you will understand what a Trust is, but not how having the right Trust in place can benefit you and your loved ones. Read our article to understand the basics. Read more
What happens when this happens ... is your Will ‘Divorce-Proof’? 01 June 2020 The harsh reality of modern life means that marriage isn’t always forever. Sadly in the UK 42% of marriages end in divorce. You may have already planned who your beneficiaries will be, thinking your children will eventually inherit your assets, but this might not actually go to plan... Read more
Interesting times: why you should update your Will 27 May 2020 Why you should update your Will regularly especially if you plan to remarry. Book your free Will Review with Panthera Estate Planning Read more
The Importance of parental guardianship 26 May 2020 In the event of the death of both parents, if you have you do not have a Will with an appointed Guardian, the future of your minor children will be left in the hands of the Family Courts... Read more
Need to apply for probate? Get in line! 24 May 2020 Many people are in the dark about the probate process because they have never been in contact with it before and so don’t understand exactly what it entails, here's some help Read more
Not choosing a Professional Trustee could mean that your intended Beneficiaries lose out! 22 May 2020 Trustees play an important role in the management of Trust assets and can be held personally liable for any losses made by the Trust if they don’t carry out their duties properly. Read more
Belt and Braces for Power of Attorney 20 May 2020 More and more people are looking to set up Lasting Powers of Attorney (LPA) with the threat of Covid-19 being ever present. Read our blog to find out options to be able to act NOW. Read more