Estate Planning

The much-anticipated Budget has finally been presented to MPs by the chancellor in a detailed and lengthy speech. What does it mean to you and other Panthera clients? Panthera estate Planning founder Paul Hammond discusses the key issues and an unexpected 2027 twist in the tail in his blog over at sister site Panthera LIFE. […]

I find these days that the worlds of estate planning and retirement planning overlap more and more. None of us have a crystal ball as to what is going to happen in the future, and planning anything ahead of time always includes elements of extrapolation, interpretation and preparation. This was particularly true for one of […]

This week, the government won a vote challenging its decision to means test the winter fuel payments. With the Autumn Budget looming, the Prime Minister and the Chancellor have already indicated that tough decisions need to be made. How the winter fuel allowance has changed The changes are basically a switch from an automatic age-related […]

Your top questions about family business succession – and how to include it in your estate planning. 1. What is family business succession planning? In terms of the business, it’s pretty much what is says – working out who would take over your family business whether you retire or choose to step down. Family business […]

Well, two BIG things happened in the last 2 weeks. First, the government. We voted for change and that’s what Sir Keir Starmer says he and his team are going to deliver. In his very first speech and press conference as PM, he set the tempo for that change too: “There is no magic wand… […]

It’s all too easy to think that retirement planning is quite separate from estate planning. You may consider that: In reality, the two are part of the same process, which starts by knowing how much money you have right now, and then how much throughout your retirement. Without knowing how much you have now and […]