Blog: Case-study

A client who currently lives abroad was returning to the UK for a short visit and wanted to make the most of his limited time here by putting plans in place for his UK assets. With only a small window of opportunity available, he...

A married couple approached Soteria Estate Planning to review Wills they had put in place more than ten years earlier through an employee benefits scheme. Having been told at the time that their Wills were completed and in place,...

A lady recently contacted Soteria Estate Planning after searching online for someone to help her write her Will. Unsure where to begin and wanting a trustworthy recommendation, she turned to artificial intelligence for guidance....

A retired gentleman contacted Soteria Estate Planning following a recent health scare that prompted him to think more carefully about the future. Whilst he had thankfully made a good recovery, the experience highlighted the...

An elderly couple with significant business and property interests approached Soteria Estate Planning looking for a comprehensive estate plan that reflected their family's unique circumstances. Having built a successful business...

A gentleman in his late 60s contacted Soteria Estate Planning after receiving advice from friends about Inheritance Tax planning. Having heard that placing his home into a trust would allow his family to avoid Inheritance Tax, he...

A gentleman recently contacted Soteria Estate Planning after being diagnosed with early-stage dementia. Having heard that a dementia diagnosis meant he could no longer make a Will, he was worried he had left it too late to ensure...

Following the loss of their father, brother and sister David and Laura were appointed as Executors of his estate. While coping with their bereavement, they quickly realised that administering the estate involved far more than they...

Many people focus their planning on what happens when they die, ensuring they have a Will in place and that their loved ones are looked after. However, planning for what happens if you are unable to make decisions for yourself...

A married couple approached Soteria Estate Planning to review the Wills they had put in place through a workplace benefits scheme several years earlier. Having been reassured at the time that their estate planning was "taken care...