Advising Families

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Whether you are embarking on a new stage of your life, have just lost a loved one or you want to plan ahead to ensure your family are provided for, you need advice you can trust.

Pensions are far more than a way to save for your retirement.What are the basics of pensions? What do you need to consid...
03/12/2025

Pensions are far more than a way to save for your retirement.

What are the basics of pensions? What do you need to consider about your own pension?

📖Read more in our article by estate planning specialist Robin Melley TEP: https://bit.ly/3QDrE6A

👉Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

Do you know what happens if there is a dispute over the wording in a will or trust?There is a long history of courts dec...
01/12/2025

Do you know what happens if there is a dispute over the wording in a will or trust?

There is a long history of courts deciding disputes over words in wills and trusts.

What the court looks for in every case is what the person who wrote the document actually meant by the words used.

📖Read more in our article by estate planning specialist Richard Dew TEP: https://bit.ly/460TiQk

👉Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

26/11/2025

How can you avoid leaving your loved ones waiting for probate? 🤔

There can be significant delays in obtaining probate when someone dies, however there are steps you can take now to avoid these delays.

Watch this video to find out more!

📖Read more about avoiding probate delays in our article: https://bit.ly/4nOwifJ

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

Do you want to help your child buy a house? 🤔The Bank of Mum and Dad, sometimes referred to as BOMAD, Is the UK’s ninth ...
24/11/2025

Do you want to help your child buy a house? 🤔

The Bank of Mum and Dad, sometimes referred to as BOMAD, Is the UK’s ninth biggest lender.

Before you hand over the money, there are some important legal and tax issues to consider.

📖Read more in our article by estate planning specialist John Bunker TEP: https://bit.ly/4psUpkW

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

What is Will Aid? 🤔Every November, participating solicitors volunteer their time and waive their fee for writing a basic...
21/11/2025

What is Will Aid? 🤔

Every November, participating solicitors volunteer their time and waive their fee for writing a basic will. Instead, they invite clients to make a voluntary donation to Will Aid.

The suggested donation level is £120 for a basic single will or £200 for basic mirror wills.

👉You can find a participating solicitor near you on Will Aid's website: https://www.willaid.org.uk/lookup

Should you use an online will-writing service? ✍️If you don’t usually pay for financial or legal advice, it can be easy ...
17/11/2025

Should you use an online will-writing service? ✍️

If you don’t usually pay for financial or legal advice, it can be easy to assume that a low-cost online will is the best value option.

While an online will might be appropriate if you have straightforward needs, it can be the wrong answer if your affairs are at all complicated.

📖Read more in our article: https://bit.ly/STEP-OnlineWills

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

How do you choose who writes your will? ✍️It is essential to think carefully about who you choose to write your will. Th...
14/11/2025

How do you choose who writes your will? ✍️

It is essential to think carefully about who you choose to write your will.

There are some simple steps that you can take when making this decision.

📖Read more in our article: https://bit.ly/49kJpl0

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

You may have read an article in the Daily Mail yesterday discussing a recent case of financial abuse in the UK where a g...
12/11/2025

You may have read an article in the Daily Mail yesterday discussing a recent case of financial abuse in the UK where a granddaughter with power of attorney of their grandparent stole stole £71,600.

📖Read the article: https://bit.ly/3JGC2Kb

STEP's 'Spot the signs' campaign shares information about how you can spot the signs of financial abuse of vulnerable people, as well as help and resources for people across the world about what you can do.

👉Learn more about spotting the signs of financial abuse: https://bit.ly/3JvH8sJ

How do you prepare your family business for the unexpected? 🤔Many family business owners in the UK underestimate the imm...
12/11/2025

How do you prepare your family business for the unexpected? 🤔

Many family business owners in the UK underestimate the immediate impact that their sudden absence, due to death or incapacity, could have on the daily operations of their business.

An Emergency Board Plan is a powerful tool to prepare for scenarios like these.

📖Estate planning specialist Hayden Bailey TEP explains more: https://bit.ly/47WVKJK

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

For a will to be legally valid, it must be properly signed and witnessed.Misunderstandings about the legal requirements ...
10/11/2025

For a will to be legally valid, it must be properly signed and witnessed.

Misunderstandings about the legal requirements of wills can lead to costly disputes, mistakes, and unnecessary emotional stress for your loved ones.

📖In our article, estate planning expert Nina Sperring TEP explains more about valid wills: https://bit.ly/43Znwnu

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

What are the STEP Standard Provisions? 🤔If you have a will, they will probably include mention of the ‘STEP Standard Pro...
07/11/2025

What are the STEP Standard Provisions? 🤔

If you have a will, they will probably include mention of the ‘STEP Standard Provisions’.

The STEP Standard Provisions are a set of ready-made clauses that can be inserted into a will.

They provide protections and powers that enable the executors or trustees to effectively deal with the estate.

📖Find out more: https://bit.ly/3wsfS7O

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

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