Jamie Shepherd

Estate planning can be complex, and mistakes are common. At Soteria Planning, we understand the importance of a well-structured estate plan. Here are key mistakes to avoid: Not Updating Your Will - Life events like marriage,...

At Soteria Planning, we recognise that estate planning is crucial to ensuring your wishes are fulfilled after you pass away. However, without a valid will in place, your estate will be subject to the Rules of Intestacy, which...

Last week’s budget finally provided clarity on inheritance tax (IHT) changes, marking a significant shift for estates and beneficiaries across the UK. Chancellor Rachel Reeves confirmed that, starting April 2027, unused pension...

We have some incredible news to share – Soteria Planning has been shortlisted for not one, but two highly esteemed awards at the Probate Industry Awards 2025! We are thrilled to be recognised in the categories of Estate Planning...

Expanding your property portfolio is an exciting venture that promises increased returns and long-term financial security. However, with growth comes the responsibility of ensuring that your investments are protected and...

Modern Families Need Modern Planning Today, families come in all shapes and sizes – and more and more households include children, stepchildren, and partners from previous relationships. While love binds these families together,...

Navigating Probate – Should You Go It Alone? When a loved one dies, handling their estate can feel like one of the most overwhelming tasks on your list. And if you’re trying to keep costs down, it’s tempting to take the DIY...

Don't Let Probate Myths Catch You Off Guard Probate can feel overwhelming at the best of times. Add in second-hand advice from friends, quick Google searches, and social media opinions - and suddenly you're more confused than...