Private Client & Estate Planning

Related insights

13 July 2026

New TRS rules now in force — what trustees need to know

Two professionals in a modern office share a laugh while reviewing documents at a desk; a laptop and books sit nearby, with large windows in the background.

We explore the key changes to the TRS, explain what they mean in practice and outline the steps that trustees should be taking now.

9 July 2026

Understanding Letters of Claim in contentious probate — what they are & how to respond

Person with glasses reads a printed document at a desk with a laptop; indoors, shelves and potted plants visible in the background.

We explore the role of a Letter of Claim during Will and inheritance disputes and outline what it means for those involved.

7 July 2026

IHT reforms & the rise of the Family Constitution — how family businesses can protect their legacy

Warm kitchen scene with a person in a mustard sweater smiling at a laptop, a child hugging from behind, while another person and a child chat at the far end.

We explore what the new IHT rules mean for family businesses and how a Family Constitution can guide the decisions that follow.

29 June 2026

The Business Relief cap & your Will — what it means for business owners

Two older adults in a bright, cozy room: one seated at a table writing in a notebook, the other stands nearby watching, with warm light streaming through glass doors.

We outline what’s changed and how it could affect your Will in practice.

24 June 2026

Cohabitation reform — how the Government’s proposals could affect estate planning

Two adults chat and smile in a bright kitchen with blue cabinets, wooden shelves, plants, and sunlight from a window; one holds a cup by the stove.

We explore the potential impact of the Government's consultation and outline the practical steps that you can take to prepare.

16 June 2026

Agricultural & Business Relief reform — an update on the current position

A man and woman sit at a table in a modern kitchen, looking at a laptop with smiles. The kitchen has warm lighting and wooden accents.

We explore the key inheritance tax updates to Agricultural and Business Relief announced in and after the Autumn Budget 2024.

5 May 2026

Dementia-proofing your assets — 5 practical steps to protect your future

Three people around a wooden table in a bright room discuss with a tablet and papers, listening and contributing during a collaborative meeting.

We explain what ‘dementia-proofing’ your assets involves and outline five practical steps that you can take to protect your wishes, family and finances.

23 April 2026

Marriage on the decline: what the latest ONS statistics tell us about the ‘modern family’

A young couple sits on the floor in a bright, plant-filled room, smiling at each other while unpacking a cardboard box filled with houseplants.

We delve into the new data, what it tells us about the ‘modern family’ and the steps that cohabiting couples should take to protect their rights.

26 March 2026

From rising star to retirement — a footballer’s guide to wealth, family & future planning

Four people are gathered around a table in a bright room, engaging in a discussion, with one woman holding glasses and a pen, and others listening attentively.

We break down the key stages of a footballer’s career and outline how the right guidance safeguards their wealth and long‑term future.

12 March 2026

6 ways trusts can strengthen & future‑proof your estate planning

An elderly woman with white hair and glasses sits at a table, smiling and writing in a notebook while a younger woman with long red hair leans over, pointing at the notebook, in a bright room with large windows.

We outline six key reasons why trusts play such a central role in building a resilient and effective estate plan.

6 March 2026

3 essential estate planning steps to protect your digital assets

A woman with curly hair wearing an orange sweater sitting on a sofa and looking at her yellow smartphone in a bright living room.

We outline the practical measures that you can take to make sure that your digital footprint is protected and managed in line with your wishes.

4 February 2026

4 key drivers making contentious probate expertise essential in 2026

A man and woman sit on a green sofa engaged in a serious discussion, with documents and a laptop on a wooden coffee table in front of them.

We take a closer look at the social, demographic and economic trends that are making contentious probate expertise essential in 2026.

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