Estate Planning Insights

Clear guidance for informed decisions about your family's future.

Our Knowledge Centre brings together practical articles on Wills, Lasting Powers of Attorney, Trusts and inheritance planning — all written in plain English, without legal jargon or unnecessary complexity.

Whether you're planning ahead, protecting your family or simply exploring your options, our articles are designed to help you make informed decisions with confidence before speaking to an adviser.

Featured article

Beach Huts at Hengistbury Head in Dorset
Wills

Why a Will is Still Essential Today

Digital accounts, blended families, and changing property values mean estate planning is more relevant than ever. A Will gives you control over who inherits, who administers your estate, and who cares for dependent children.

Richard Takle5 min read

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Latest articles

Christchurch Priory overlooking the River Stour in Dorset
Wills

What happens if you die without a Will

Understand how the Rules of Intestacy determine who inherits your estate - and why making a Will gives you control.

Richard Takle6 min read

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Poole Harbour and waterfront properties on the Dorset coast
Trusts

Do Dorset Homeowners Need a Property Protection Trust?

How Property Protection Trusts help Dorset homeowners protect their share of the family home for future beneficiaries.

Richard Takle7 min read

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Family discussing lasting power of attorney planning together
LPAs

Do I Really Need an LPA?

An LPA protects you during your lifetime by letting you choose who makes decisions if you lose capacity.

Richard Takle5 min read

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Beach Huts along Bournemouth Seafront
Wills

DIY Wills v Professional Will Drafting: Understanding the Differences

DIY Wills may suit simple estates, but professional drafting protects against errors that only surface after death.

Richard Takle6 min read

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Distant view of Bournemouth Pier from clifftops
Wills

5 Common Mistakes to Avoid When Making a Will

Common Will mistakes include marriage revoking prior Wills, beneficiary witnesses, missing substitutes, and documents that cannot be found.

Richard Takle4 min read

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Corfe Castle at sunrise
Wills

Do Married Couples Need Separate Wills?

Married couples need separate Wills in England and Wales. Mirror Wills reflect shared wishes while keeping each document legally independent.

Richard Takle4 min read

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