For many years, pensions have been among the most tax-efficient ways to pass wealth on to children and grandchildren. However, that is about to change. From 6 April 2027, most unused pension funds and lump sum death benefits will be counted as part of your estate for...
estate planning
Having a Professionally Drafted Will Could Be One of the Most Important Things You Ever Do
High-profile stories featuring estates, inheritance disputes, or the consequences of dying without a Will often make the headlines. However, these can also serve as a powerful reminder that proper estate planning is not just for the famous or very wealthy, or...
Hear from our Clients
The People of Bookers & Bolton