Tailored Estate Planners

09/10/2025

𝐎𝐧𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐦𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐬 𝐚𝐛𝐨𝐮𝐭 𝐭𝐫𝐮𝐬𝐭𝐬 𝐈 𝐡𝐞𝐚𝐫 𝐢𝐬 𝐭𝐡𝐢𝐬:

“Putting my assets into a trust will automatically avoid Inheritance Tax.”

Unfortunately, it’s not quite that simple.

Trusts can be a powerful tool for protecting your estate and managing how wealth is passed on — but they are not a magic solution to avoid IHT.
Depending on the type of trust and how it’s set up, HMRC may still treat the assets as part of your taxable estate. In some cases, there can even be additional charges — such as entry, periodic, or exit charges.
👉 The real value of a trust lies in control, protection, and planning — ensuring your assets go to the right people, at the right time, in the right way.
If used correctly (and with the right advice), trusts can form an important part of a tax-efficient estate plan — but they must be tailored to your personal circumstances.
If you’ve ever wondered whether a trust is right for you or your family, it’s worth getting professional advice before making any decisions.
#𝐄𝐬𝐭𝐚𝐭𝐞𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 #𝐈𝐧𝐡𝐞𝐫𝐢𝐭𝐚𝐧𝐜𝐞𝐓𝐚𝐱 #𝐓𝐫𝐮𝐬𝐭𝐬 #𝐖𝐞𝐚𝐥𝐭𝐡𝐏𝐫𝐨𝐭𝐞𝐜𝐭𝐢𝐨𝐧 #𝐖𝐢𝐥𝐥𝐖𝐫𝐢𝐭𝐢𝐧𝐠

03/10/2025

𝐓𝐫𝐮𝐞 𝐬𝐭𝐨𝐫𝐲 𝐚𝐛𝐨𝐮𝐭 𝐩𝐫𝐢𝐨𝐫𝐢𝐭𝐢𝐞𝐬.

A gentleman once told me he didn’t have time to think about his Will or Lasting Power of Attorney because he was too busy lowering his golf handicap.
I smiled, because we all have our own priorities—and I admire his drive and passion for the game. But it did make me reflect on how often we put off the important things because they don’t feel urgent.
The truth is that life doesn’t wait until we are ready. Sadly, accidents, illness, or sudden changes can happen at any time. That’s why having your Will and LPAs in place isn’t about being “ready”—it’s about being prepared and giving peace of mind to yourself and your loved ones.
Your golf handicap (holiday plans, home renovation…) can always be improved later. But making sure your wishes and your family are protected is something we should not postpone.
⛳️ Enjoy the game—but don’t leave your family’s future to chance. It takes less time than a round of a Golf to finalise your Will and LPAs.
Have you been putting off important plans because something else always seems to come first?
hashtag #𝐄𝐬𝐭𝐚𝐭𝐞𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 hashtag #𝐖𝐢𝐥𝐥𝐬
#𝐋𝐚𝐬𝐭𝐢𝐧𝐠𝐏𝐨𝐰𝐞𝐫𝐎𝐟𝐀𝐭𝐭𝐨𝐫𝐧𝐞𝐲 #𝐌𝐲𝐏𝐫𝐢𝐨𝐫𝐢𝐭𝐢𝐞𝐬

25/09/2025

𝗪𝗵𝘆 𝗰𝗵𝗼𝗼𝘀𝗲 𝗮 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗪𝗶𝗹𝗹 𝘄𝗿𝗶𝘁𝗲𝗿 𝘁𝗼 𝘄𝗿𝗶𝘁𝗲 𝘆𝗼𝘂𝗿 𝗪𝗶𝗹𝗹?

A Will is not a document that can be improvised. A lot goes into a Will and the service a Will writer provides.

A Will writer is here to:
𝗞𝗻𝗼𝘄 𝗮𝗻𝗱 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝗰𝗶𝗿𝗰𝘂𝗺𝘀𝘁𝗮𝗻𝗰𝗲𝘀: a Will is tailored to you and your wishes. Your will writer will spend time understanding your family, your estate, your aspiration and the legacy you hope to leave behind.
𝗕𝗿𝗶𝗻𝗴 𝗰𝗹𝗮𝗿𝗶𝘁𝘆: the will writer will ensure that you are informed and understand complex legal concepts and terms in plain English so you can decide exactly of the best form of Will and what your Will says.
𝗣𝗿𝗼𝘃𝗶𝗱𝗲 𝗚𝘂𝗶𝗱𝗮𝗻𝗰𝗲: Highlighting things you may not have considered, like guardianship for children, business succession, protection of assets or inheritance tax planning.
𝗔𝗰𝘁 𝘄𝗶𝘁𝗵 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝗶𝘀𝗺: Treating your personal circumstances with confidentiality, care, and respect.
𝗪𝗿𝗶𝘁𝗲 𝘆𝗼𝘂𝗿 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 in accordance with the law, your wishes and ensure your Will does ensure your succession as you intended.

Choosing the right will writer is about more than price – it’s about trust, expertise, and reassurance.
#𝗪𝗶𝗹𝗹𝗪𝗿𝗶𝘁𝗶𝗻𝗴 #𝗘𝘀𝘁𝗮𝘁𝗲𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 #𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 #𝗙𝘂𝘁𝘂𝗿𝗲𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 #𝗠𝗮𝗸𝗲𝗔𝗪𝗶𝗹𝗹

18/09/2025

Why I’m passionate about wills for blended families?

As someone with a blended family myself, I know first-hand how important it is to get this right. Love brings families together, but the law doesn’t always keep up with the reality of modern life.

I am lucky, we are a very close and loving family, my wife and I built assets together and we brought assets from before in the marriage. But this may not always be the case.

Without a properly written will, stepchildren may be excluded (in a will “my children” do not include step-children), assets may not be divided as intended, and the people you care about most could be left vulnerable to disputes or even financial hardship.

This is why I work so closely with families like mine — to make sure I understand the situation in detail, everyone is protected, wishes are respected, and future conflicts avoided.

A clear will means:
✅ Your partner and children (biological or step) are provided for
✅ Your assets are shared fairly and intentionally
✅ You leave behind clarity, not confusion
For me, this isn’t just professional — it’s personal.

If you’re part of a blended family, I’d encourage you to take a moment and ask: “Does my will reflect the reality of my family today?”
hashtag hashtag hashtag hashtag hashtag

11/09/2025

My dog Chanel is in my will. Why?

Our pets are more than just animals – they’re part of the family. Yet, when it comes to estate planning, pets are often overlooked.

Legally, pets are considered property, which means if you don’t make provisions in your will, their future care could be uncertain. Without clear instructions, they might end up with someone you wouldn’t have chosen – or worse, in a shelter.

And no! your pet cannot inherit your estate and cannot be a beneficiary of a trust.

Including your pet in your will allows you to:

✅ Appoint a trusted caregiver

✅ Set aside funds for their ongoing care that is given to the appointed care givers who accept the responsibility.

✅ Ensure their wellbeing is protected, just like any other loved one

It’s a simple step that provides peace of mind for you, and security for them.

If you’d like to know more about how to make sure your furry (or feathered!) friend is looked after in your estate plan, let’s connect.

20/06/2025

Do you know why having a Will is so important?
Many people put it off, but making a Will is one of the most loving and responsible things you can do for your family.

Here are 4 key reasons you should have a Will:

💼 1. You stay in control
Without a Will, the law decides who inherits your estate — and it might not be who you would choose. A Will lets you:

Decide exactly who benefits (including friends, charities, or unmarried partners).

Protect vulnerable beneficiaries (like young children or dependents with disabilities).

Prevent unwanted claims from estranged relatives.

👶 2. You choose guardians for your children
If your children are under 18, a Will lets you legally appoint guardians.
Without it, the court decides who raises your kids — and it may not reflect your wishes.

💷 3. You could reduce Inheritance Tax (IHT)
A well-drafted Will can make use of allowances and exemptions to protect more of your estate for your loved ones.

📝 4. You appoint a trusted Executor
Choosing the right person helps ensure your estate is handled efficiently and with minimal stress for your family — avoiding delays and potential disputes.

💬 If you're not sure where to start or would like to review your situation, feel free to drop me a message. I'm happy to help.

13/06/2025

We are too busy to write our Will at the moment!

How many times, us Will Writers, heard this? Once, twice, many times a days?

We all lead busy lives — juggling work, family, appointments, commitments and responsibilities. We all have to prioritise our spending, but here’s the truth:
No one ever has time to write a Will — until it’s too late.

We make time for what matters or sometimes what does not matter as much in the grand scheme of things.

This is the question I asked myself when I made mine: Is there anything that matters more than protecting the people I love most?

Writing a Will isn’t just a task — it’s a gift of clarity, comfort, and control. It ensures your wishes are honoured, your assets are protected, and your loved ones aren’t left with confusion or conflict. And it does not take a lot of your time. So, if not now… when?

If this has been sitting on your to-do list, let’s talk. One conversation could save your family a world of stress in the future.
hashtag hashtag hashtag hashtag hashtag

22/05/2025

"Why You Shouldn’t Fear Writing a Will"

Let’s be honest—no one enjoys thinking about their own mortality. That’s why so many people put off writing a Will. But here’s the truth: writing a will isn’t about death. It’s about care:
- It’s about caring for your loved ones.
- It’s about ensuring your wishes are respected.
- And it’s about giving yourself peace of mind today—not someday.

Many people fear writing a Will because they think it’s complicated, expensive, or just too emotional. But with the right guidance, it can be straightforward, empowering and even a pleasant experience.

A Will isn’t a sign that the end is near. It’s a sign that you’ve taken control, thought ahead, and acted with love, wisdom and responsibility.

If you’ve been putting it off, maybe it’s time to reframe the conversation.
I help families every day to write their Wills with clarity, compassion, and confidence. If you’re ready to take that first step—or just want to understand the process—I'm here to help.
📩 Feel free to connect or message me in confidence.
hashtag

hashtag hashtag
hashtag hashtag
hashtag hashtag
hashtag hashtag
hashtag

18/12/2023

I would like to wish all my clients, suppliers and introducers a very Merry Christmas and a Happy New Year.

18/11/2021

I had the please of dealing with Eric Chunet, who was able to advise and give guidance on a new will which I needed in place very quickly. he accommodated everything I needed and more with great results and a really good understanding of the will and all parameters I required

I had the please of dealing with Eric Chunet, who was able to advise and give guidance on a new will which I needed in place very quickly. he accommodated everything I needed and more with great results and a really good understanding of the will and all parameters I required. ★★★★★

09/10/2021

Eric Churet was extremely helpful indeed to me on 1st. October, assisting me in detail re. my Lasting Power of Attorney applications, for Financial & Health. He kindly sent me a detailed list of what I should do next.
Apologies for the delay in writing this, - I was away for five days and have just returned.