Helpful guides

Publications

Estate

Probate Timeline

March 30, 2021

The length of time for probate depends on several factors, such as the size of the estate, the number of taxes and debts to pay, tax issues, the number of heirs, and any contested issues of a will. A typical probate process will take up to 24 months from the date of the decedent’s death. Here’s a basic timeline.

Trust and passing on wealth

June 30, 2020

There are many ways to reduce or eliminate the inheritance tax payable on your estate without using trusts. But for some, especially if you are very wealthy, they may not be enough. For others, the control that trusts...

Will pricing menu

September 26, 2019

Planning your estate - wills

December 4, 2018

The family home allowance

August 31, 2017

Lifetime ISAs

May 31, 2017

Mike Dunkley discusses succession planning

September 2, 2015

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