Why Landlords Must Have an Up-to-Date Will
5 minute read by Jamie ShepherdExpanding 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...
Mums Without a Backup Plan: What Happens to Your Children If You Die Without a Will?
4 minute read by Claire Earwaker dos ReisIt’s a thought no parent wants to entertain—what would happen to your children if you were no longer around? While we often assume our loved ones will know what to do, the reality is far more complicated. Without a Will in...
The Changing Landscape of Inheritance Tax: What You Need to Know
4 minute read by Claire Earwaker dos ReisWith the upcoming inheritance tax (IHT) changes set to take effect in April 2025, a significant 54% of UK adults are re-evaluating their estate planning. This shift highlights growing concerns about how assets will be taxed and...
Soteria Planning Shortlisted for Two Prestigious Probate Industry Awards 2025!
3 minute read by Jamie ShepherdWe 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...
Autumn Budget 2024: Key Changes to Inheritance Tax and Pension Wealth Transfer
2 minute read by Jamie ShepherdLast 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...
Understanding the Rules of Intestacy
3 minute read by Jamie ShepherdAt 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...
Charitable Giving in Your Will: Benefits and Considerations
2 minute read by Claire Earwaker dos ReisIncluding charitable giving in your will can be a meaningful way to leave a legacy and support causes you care about. At Soteria Planning, we recognise the importance of thoughtful estate planning. Here are key benefits and...
Top Estate Planning Mistakes and How to Avoid Them
2 minute read by Jamie ShepherdEstate 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,...
5 Factors To Consider When Writing Your Will
2 minute read by Leah RickwoodCreating a will is a crucial step in ensuring your wishes are respected and your loved ones are taken care of after you pass away. At Soteria Planning, we understand the importance of a well-structured will, so here are key...
The Journey of Soteria Planning
3 minute read by Jamie ShepherdOur Mission I founded Soteria Planning with a clear vision: to control the entire estate planning process, ensuring that every step reflects my values of integrity, affordability, and high-class service. My mission has always been...