All Guides
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…
How to identify clients who could benefit from an estate or inheritance advance – 5 part series
Advisers rarely miss referral opportunities because they struggle to understand estate or inheritance advances…
What happens if an executor dies or can’t act?
If an executor dies or can’t act, the next steps depend on whether anyone…
Can an executor of a will be a beneficiary too?
Yes, in the UK, an executor of a will can also be a beneficiary….
HMRC Inheritance Tax changes 2027: what you need to know
From 6th April 2027, HMRC have announced that unused pension funds will be included…
Can probate be expedited in urgent cases?
Probate can be expedited in urgent cases, but it’s rare. Common reasons include property…
What happens to ISAs when someone dies?
When someone dies, their ISA becomes a continuing account of a deceased investor, retaining…
Inheritance Tax rules on gifts explained
You can gift money to friends and family during your lifetime free of Inheritance…
Disclaimer: Guides are for informational purposes and are not to be used for financial advice.
