5 Dangers of Not Having a Will
3 minute read by Jamie ShepherdNavigating the Risks | The Importance of Having a Will In our busy lives, estate planning often falls to the wayside. Many of us postpone the creation of a will, believing there's always more time. Yet, this delay can have serious...
When Should You Start Thinking About Inheritance Tax Planning?
4 minute read by Jamie ShepherdInheritance tax planning is an important aspect of financial management that can greatly impact the wealth and assets you pass on to your loved ones. It involves making strategic decisions and taking necessary actions to minimise...
Embracing Parenthood | The Essential Guide to Will Writing for New Parents
2 minute read by Jamie ShepherdBecoming a parent brings joy and a multitude of responsibilities, including the vital task of will writing. While it may not be at the forefront of your thoughts amidst the bustling new life with your young ones, crafting a will...
What to Consider When Appointing Executors in Your Will
4 minute read by Leah RickwoodWhen creating your last will and testament, one of the crucial decisions you need to make is appointing an executor. An executor is responsible for carrying out your final wishes and ensuring the smooth administration of your...
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...
Our Values and Promises
by Jamie ShepherdSoteria Planning Online Flipboard...
I don’t want any arguments about my funeral
2 minute read by Jamie ShepherdMr. Anderson, a 70-year-old retired businessman, approached our law firm seeking assistance in crafting a comprehensive estate plan that not only distributed his assets but also detailed his specific wishes regarding his funeral...