Inheritance disputes are rising as estates become more valuable and family structures more complex. Clear, detailed estate planning can help protect both assets and relationships.

Inheritance disputes can be costly, stressful, and deeply damaging to family relationships. In many cases, they can be avoided with the right planning.

On 30 March 2026, the UK government sent a clear message to savers: the 6 April 2027 deadline for pension inheritance tax (IHT) is set in stone. Despite strong recommendations from the House of Lords Economic Affairs Committee to extend payment deadlines and protect executors from late-payment interest, the Treasury has officially rejected these "safe harbour" provisions. For many families, this confirms that the administrative burden of the new rules will be as challenging a

An accountant in Brighton approached us on behalf of a company he advised. The firm has acquired another business for £285,000. The combined entity now had two directors: one older, one younger.

When estates become complex, the right trust can do much more than protect assets; it can reshape relationships, deliver opportunity, and provide real-life flexibility.

The government's recent announcements on Inheritance Tax (IHT) represent the most significant shift in estate planning rules in decades. While the headlines focus on tighter relief limits, the real story is deeper - these changes reshape how wealth will be taxed, transferred, and protected in the years ahead.

Traditional estate planning tools - trusts, direct gifts, and simple wills - still have their place. These methods can be limiting for high-net-worth families and business owners who have significant investment portfolios, multiple properties, or retained profits.

We build our estate planning strategies to last, but a simple misstep in execution can weaken even the strongest structures.