All Guides
When should brokers introduce estate finance to a client?
Waiting until a client needs estate finance is often too late. Here’s when brokers…
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…
Can an executor withhold money from a beneficiary?
An executor can temporarily withhold money from a beneficiary, but only when there’s a…
What to do after inheriting money: your options explained
When you inherit money, the first steps are to check what you’ve received, keep…
Can Probate be contested?
Yes, probate can be contested, but there needs to be a genuine legal reason,…
How advisers and solicitors can spot inheritance liquidity challenges earlier
Spot inheritance liquidity problems before they become a crisis. Practical questions advisers and solicitors…
Do beneficiaries pay Inheritance Tax in the UK?
Beneficiaries don’t usually pay Inheritance Tax. It’s normally paid by the executor from the…
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…
Can advisers rely on a grant on credit for clients?
Why inherited wealth can be difficult to access during probate, the liquidity problems advisers…
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…
Buying out siblings from an inherited property
Buying out siblings from an inherited property requires a specific process and can’t happen…
Inheriting a house with a mortgage
When inheriting a house with a mortgage, the debt and interest keep being charged…
Disclaimer: Guides are for informational purposes and are not to be used for financial advice.
