When should brokers introduce estate finance to a client?
Waiting until a client needs estate finance is often too late. Here's when brokers and IFAs should raise it, and the questions worth asking.
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What does the Autumn Budget mean for your clients’ inheritance and estate planning?
At Provira, we've explored how the Autumn Budget will impact clients who are thinking about their inheritance and estate planning.
Can an executor withhold money from a beneficiary?
An executor can temporarily withhold money from a beneficiary, but only when there's a genuine reason for doing so.
What to do after inheriting money: your options explained
When you inherit money, the first steps are to check what you've received, keep it somewhere safe and pause before making any big decisions.
Can Probate be contested?
Yes, probate can be contested, but there needs to be a genuine legal reason, like worries about whether a will is valid.
How advisers and solicitors can spot inheritance liquidity challenges earlier
Spot inheritance liquidity problems before they become a crisis. Practical questions advisers and solicitors can ask clients now to catch issues early.
Do beneficiaries pay Inheritance Tax in the UK?
Beneficiaries don't usually pay Inheritance Tax. It's normally paid by the executor from the estate before anyone receives their inheritance.
What makes up a person’s estate when they die?
A person’s estate is made up of all the assets they own at time of their death, including property, land, cash, items and business interests.
Can advisers rely on a grant on credit for clients?
Why inherited wealth can be difficult to access during probate, the liquidity problems advisers should look for and when an advance may help.
Why inherited wealth is not always as accessible as clients expect
Why inherited wealth can be difficult to access during probate, the liquidity problems advisers should look for and when an advance may help.
