The True Cost of Making a Will: Dispelling Common Misconceptions
4 minute read by Claire Earwaker dos ReisMaking a Will stands as one of the most essential steps an individual can take. Yet, many people are... Making a Will stands as one of the most essential steps an individual can take. Yet, many people are deterred by...
What’s happened within the estate planning sector?
6 minute read by Claire Earwaker dos ReisEvolving Trends in Estate Planning: Tradition and Modern Estate Planning Ensuring your legacy throug... Evolving Trends in Estate Planning: Tradition and Modern Estate Planning Ensuring your legacy through careful estate planning...
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4 minute read by Jamie Shepherd
When it comes to estate planning, where precision and care are paramount, we have been steadily maki... When it comes to estate planning, where precision and care are paramount, we have been steadily making our mark through...
The Potential Abolishment of IHT in the Spotlight
4 minute read by Claire Earwaker dos ReisRecent news from No. 10 Downing Street has sparked discussions about the potential abolition of Inhe... Recent news from No. 10 Downing Street has sparked discussions about the potential abolition of Inheritance Tax (IHT) as a...
Recent Changes to Statutory Legacy Amounts: Safeguarding Your Loved Ones with a Will
3 minute read by Jamie Shepherd
As of the 26th July 2023, the Government has taken a significant step in underlining the importance ... As of the 26th July 2023, the Government has taken a significant step in underlining the importance of making a Will by...
Introducing Claire Earwaker Dos Reis: Our Newest Estate Planning Expert
3 minute read by Jamie Shepherd
We are thrilled to announce the latest addition to the Soteria Plannings’ team, Claire Earwaker Dos ... We are thrilled to announce the latest addition to the Soteria Plannings’ team, Claire Earwaker Dos Reis. With a...
The Importance of Appointing a Legal Guardian for Your Minor Child
3 minute read by Jodie LythgoeAs parents, ensuring the well-being and security of our children is a top priority. While we hope fo... As parents, ensuring the well-being and security of our children is a top priority. While we hope for the best, it’s crucial...
How does Divorce affect your Estate Planning
3 minute read by Jamie Shepherd
Our business was named after Soteria – the Greek goddess of preservation. Sometimes, some things sim... Our business was named after Soteria – the Greek goddess of preservation. Sometimes, some things simply can no longer be...
Important Considerations for Appointing a Legal Guardian in Your Will
5 minute readIn my experience of dealing with parents of minor children, appointing Legal Guardians has alwayspro... In my experience of dealing with parents of minor children, appointing Legal Guardians has always proved a potential stumbling...
Sharing your Funeral Wishes – Is your Funeral for you or the ones you leave behind?
5 minute read by Jamie Shepherd
Recently I was contacted by a family member of a client who has sadly passed and the client has left... Recently I was contacted by a family member of a client who has sadly passed and the client has left no specific wishes at all...