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Experienced & Trusted Estate Planning Specialist, Social Media Influencer, Public Speaker, Creating Estate Planning/Asset Protection Strategies/Solutions to protect & preserve your Assets & Wealth for Future Generations

Joint tenants or tenants in common? Most couples do not know which they are.The difference changes everything about what...
13/10/2026

Joint tenants or tenants in common? Most couples do not know which they are.

The difference changes everything about what your family inherits. Swipe to see which one you are and what it means.

12/10/2026

Business owners may be sitting on a major estate planning opportunity.

Where shares fully qualify for Business Property Relief, up to £2.5 million could potentially be transferred into a discretionary trust without an entry charge. If you then survive seven years, the value of those shares could sit outside your estate for inheritance tax purposes.

Qualification matters, however, and future periodic charges can depend on whether the shares still qualify for BPR at the relevant anniversary.

Visit Strategic Asset Protection to learn more.

10/10/2026

Own a property abroad? Your UK Will and foreign Will need to work together.

A Will created for a property in Spain, France or elsewhere may contain wording that revokes previous Wills, potentially affecting the UK Will you already have in place.

Making sure each Will is correctly drafted to work alongside the others can help avoid major estate planning problems later on.

Get your complimentary Clarity Report by answering just 11 simple questions at the link in our bio. 🔗

A Will decides who gets what. It doesn’t protect any of it.No tax reduced. No inheritance shielded. No cover while you’r...
05/10/2026

A Will decides who gets what. It doesn’t protect any of it.

No tax reduced. No inheritance shielded. No cover while you’re still here.

Find out what your estate actually needs.

Complimentary Clarity Report. Link in our bio 🔗

04/10/2026

A gift trust can potentially allow money you know you will never need to be invested and grow outside of your estate for inheritance tax purposes.

The key is that you cannot benefit from the money yourself, and there are important tax rules, time periods and potential charges to consider.

This video breaks down how the structure works, why growth matters and what could happen over a 10 year period.

Your house has quietly turned you into a taxpayer you never agreed to be.The nil-rate band sits at £325,000 and it is fr...
04/10/2026

Your house has quietly turned you into a taxpayer you never agreed to be.

The nil-rate band sits at £325,000 and it is frozen there until 2031. Your property value is not. Every year that gap gets wider, and forty pence in every pound of it goes to HMRC. Most families only find this out when there is nothing left to do about it.

The good news is that for most people the exposure is fixable. But almost every step that fixes it has a timing requirement, and the options available today are not the ones available in ten years.

Complimentary Clarity Report in the bio. Eleven questions, about five minutes, written for your circumstances.

Strategic Asset Protection

Most people get a Will and think the job is done. It isn’t.A Will tells people who gets what. It does nothing to reduce ...
02/10/2026

Most people get a Will and think the job is done. It isn’t.

A Will tells people who gets what. It does nothing to reduce the tax, protect the house, or shelter what you leave behind from divorce or care costs. For most families it is the only step they ever take, and they find out too late that it was never enough.

Real protection covers six steps. Legal, tax and asset protection working together as one plan rather than three separate conversations with three separate people.

Find out where your estate stands with our free Clarity Report. Eleven questions, about five minutes, written for your circumstances. Link in bio.

01/10/2026

Most people assume their pension follows their Will.

It doesn’t. If you’re divorced, separated, remarried, or have had children since setting up your pension, there’s a chance your nomination form is out of date.

That means when you pass away, your pension could end up going to someone you never intended.

The scary part? Most people don’t realise this until it’s too late.

01/10/2026

Rental income held within a gift trust could face a 45% income tax charge.

One approach discussed here is mandating that income directly to the beneficiary, meaning it is instead declared on their self assessment tax return and taxed at their own rate.

29/09/2026

Would you rather pay £35,000 now or potentially £200,000 later?

Using the example in the video, placing £500,000 into a discretionary gift trust could create an immediate inheritance tax charge of £35,000 on the amount above the £325,000 threshold.

If the conditions are met and you survive seven years, the £500,000 could then sit outside your estate for inheritance tax purposes. The key point is that you cannot continue to benefit from the assets you have gifted.

Estate planning and trust taxation can be complex, so individual circumstances matter.

Address

Unit 8 Manor Stables, Great Somerford
Chesterfield
SN155EH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5am
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

07738 007812

Website

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