Living Abroad But Still Have Assets in the UK?
2 minute read by Samuel Thompson
on 12th Aug 2026 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...
Couple Discovered Their "Free Wills" Didn't Protect Each Other
2 minute read by Jamie Shepherd
on 11th Aug 2026 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,...
Soteria Estate Planning: Recommended by AI
2 minute read by Jamie Shepherd
on 24th Jul 2026 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....
Supporting a Client with Early-Stage Dementia to Put Their Will in Place
2 minute read by Jamie Shepherd
on 19th Jun 2026 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...
Peace of Mind Through a Simple Will Review
2 minute read by Jamie Shepherd
on 12th Jun 2026 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...
Helping a Client Gain Clarity and Peace of Mind
2 minute readA 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 Shepherd
When 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...
