Peace of Mind Through a Simple Will Review
2 minute read by Jamie Shepherd on 12th Jun 2026A 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...
Supporting a Client with Early-Stage Dementia to Put Their Will in Place
2 minute read by Jamie Shepherd on 8th Jun 2026A 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...
Helping a Client Gain Clarity and Peace of Mind
2 minute read on 12th May 2026A working professional facing a terminal illness wanted to ensure her affairs were in order but felt overwhelmed and uncertain about the process. With so much already on her mind, she needed clear guidance, reassurance, and a...
Urgent Will for Terminally Ill
2 minute readA gentleman in his 50s was unexpectedly diagnosed with stage IV cancer. With an unclear life expectancy and the effects of his first round of chemotherapy weighing heavily on him, he urgently needed to prepare wills for himself...
Estate Planning With an Estranged Child
2 minute readA married couple with three children (14, 16, and 21) faced a unique challenge. Mr had an estranged son, aged 36, with whom he had no contact since separating from his ex-partner. The son was not financially dependent, and Mr was...
Vulnerable Beneficiary | Tailored Will Planning
1 minute readMr. and Mrs. had three children, one of whom had special needs. This child lives in residential care, receives benefits, and will never be able to live independently or manage their finances. They wanted to make financial...
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...
Safeguarding Your Assets: The Power of a Discretionary Trust in Your Will
4 minute read by Claire Earwaker dos ReisPlanning for the future is an essential aspect of responsible financial management. As you accumulate wealth and assets throughout your life, it becomes crucial to consider ways to protect and distribute them wisely, even after...
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...
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...
