Blog: Wills

A successful business owner in his early 60s approached Soteria Estate Planning after a conversation with his accountant raised an important question: "What happens to the business if something happens to you?" Having spent more...

When you think about writing a Will, it can be tempting to assume your wishes are relatively straightforward. “I want everything to go to my partner.” “I want my children to inherit equally.” “I know exactly who I want...

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 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...

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...

A 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...

A 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...

A 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...