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Executor Loans UK: Borrowing against an estate for liquidity
Executor Loans exist to help executors cover urgent estate costs when they don’t have…
Will Andy Burnham scrap Inheritance Tax in favour of a lifetime wealth tax? And what does that mean for advisers?
Inheritance Tax has been in the news a lot more than usual recently, and…
Being a beneficiary of a will: What you’re entitled to
Beneficiaries are entitled to receive the inheritance left to them once the estate’s debts,…
How is probate in Scotland different to England?
The process of going through probate is called Confirmation in Scotland, but both administer…
What happens to Premium Bonds after death?
After death, Premium Bonds pass to the estate. NS&I, the bank that holds them,…
What happens if a beneficiary dies during the probate process?
If a beneficiary dies during the probate process, what happens next is affected by…
The importance of liquidity in estate planning
Liquidity in estate planning is important as it means the estate will have accessible…
How many executors can a will have?
A will can name up to four executors to be named on the Grant…
How to identify clients who could benefit from an estate or inheritance advance – part 5 of 5
Part 5: Looking beyond inheritance tax…
How to identify clients who could benefit from an estate or inheritance advance – part 4 of 5
Part 4: Setting realistic expectations about probate…
How to identify clients who could benefit from an estate or inheritance advance – part 3 of 5
Part 3: Recognising when timing becomes the issue…
How to identify clients who could benefit from an estate or inheritance advance – part 2 of 5
Part 2: Start by understanding your client’s role…
Disclaimer: Guides are for informational purposes and are not to be used for financial advice.
