Our Values and Promises
by Jamie ShepherdSoteria Planning Online Flipboard...
The Impact of Marriage on a Will: Ensuring Your Wishes Are Preserved
4 minute read by Jamie ShepherdMarriage is a significant milestone in many people's lives, symbolising love, commitment, and partnership. While couples embark on this journey, it is essential to consider the legal implications that marriage can have on various...
The Importance of Having a Will as a Business Owner
4 minute read by Jamie ShepherdAs a business owner, you dedicate countless hours, energy, and resources to building and growing your enterprise. You work tirelessly to secure the future of your business and ensure its success. However, amid the hustle and...
Understanding the Difference Between Owning Property as Joint Tenants and Tenants in Common
4 minute read by Jamie ShepherdWhen it comes to owning property, it's crucial to understand the different ways in which multiple individuals can hold ownership. Two common forms of co-ownership are joint tenancy and tenancy in common. While they may sound...
When Should You Start Thinking About Inheritance Tax Planning?
4 minute read by Jamie ShepherdInheritance tax planning is an important aspect of financial management that can greatly impact the wealth and assets you pass on to your loved ones. It involves making strategic decisions and taking necessary actions to minimise...
Embracing Parenthood | The Essential Guide to Will Writing for New Parents
2 minute read by Jamie ShepherdBecoming a parent brings joy and a multitude of responsibilities, including the vital task of will writing. While it may not be at the forefront of your thoughts amidst the bustling new life with your young ones, crafting a will...
5 Dangers of Not Having a Will
3 minute read by Jamie ShepherdNavigating the Risks | The Importance of Having a Will In our busy lives, estate planning often falls to the wayside. Many of us postpone the creation of a will, believing there's always more time. Yet, this delay can have serious...
Protecting Your Digital Legacy | Ensuring Your Online Assets are Secure
3 minute read by Jamie ShepherdIn today's digital age, our lives are as vibrant online as they are offline. From social media profiles to digital wallets, and from email contents to online business assets, the virtual footprint we leave behind is extensive and...
Estate Planning for Expatriates
3 minute read by Jamie ShepherdIn our interconnected world, it's increasingly common for individuals to live, work, and own assets in countries other than their homeland. For expatriates, especially those from the UK, estate planning presents unique challenges...
The Journey of Soteria Planning
3 minute read by Jamie ShepherdOur Mission I founded Soteria Planning with a clear vision: to control the entire estate planning process, ensuring that every step reflects my values of integrity, affordability, and high-class service. My mission has always been...