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Free tools & guides
for UK families.
Practical, jargon-free resources to help you understand your legal health — before you speak to anyone. No obligation. No small print.
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The UK family estate planning checklist
How confident are you that your estate planning is up to date? Ask yourself:
- If something happened to me tomorrow, would my family know exactly what to do?
- Would the people I trust be legally able to make decisions on my behalf?
- Could my loved ones face unnecessary delays, costs or disputes?
- Are my assets structured to pass to the right people in the right way?
- Have I reviewed my arrangements since my circumstances changed?
If you’re unsure about any of the above, download the free checklist to identify potential gaps in your planning in just a few minutes, along with practical next steps to help address them.
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Resource Library
Free guides & explainers
Plain English breakdowns of UK estate planning law. No jargon. No obligation.
GUIDE · ENGLAND & WALES
The intestacy rules: What actually happens if you die without a Will
A plain English breakdown of the Administration of Estates Act 1925 and the intestacy rules — who inherits, in what order, and what your spouse, partner, and children actually receive.
GUIDE · Mental Capacity Act 2005
LPA vs Deputyship: A side-by-side comparison for UK families
Understand the practical and financial difference between registering an LPA now versus applying to the Court of Protection for Deputyship later — with real cost comparisons.
GUIDE · Wills Act 1837
Marriage, divorce & your Will: The legal facts in England & Wales
Marriage revokes your Will. Divorce affects gifts but not the appointment of your ex-partner as executor. This guide explains exactly what life events require you to update your estate planning.
GUIDE · IHTA 1984
Inheritance tax in plain English: The £325,000 nil rate band explained
The current IHT nil rate band, the residence nil rate band, spousal exemption, and how to use a Trust to protect your estate from a 40% tax charge. Written for non-lawyers.
GUIDE · Property Law
Joint tenants vs tenants in common: Why it matters more than you think
How you own your property determines whether it passes under your Will or by survivorship. This distinction is critical for blended families, second marriages, and care home fee planning.
GUIDE · Business Owners
Business property relief: How to pass on a business tax-efficiently
Business Property Relief under the Inheritance Tax Act 1984 can reduce IHT on qualifying business assets by 50–100%. This guide explains who qualifies and how to take advantage.