Estate Planning

With life expectancies rising, it is small wonder that both government and commerce are finally waking up to the power of the retiree pound – and vote. Big data from surveys and statistics is also throwing aside the cliches and stereotyping of ageing retirees / seniors and their interests, needs and wants. You can already […]

The government have just announced that the deadline for applications to “plug the gaps” in your National Insurance record has been extended. You now have until 31 July 2023 to top up any years between 2006 and 2016 when you did not pay National Insurance. After the July deadline, you will only be able to […]

What item of digital tech are you reading this article on? Phone? Tablet? Laptop? Desktop? Or having it read to you by a smart speaker? While you can leave the physical technology you own outright to someone in your will, you can’t bequeath your data. As an article at Mondaq explains: “The information contained on […]

It’s been a busy year here at Panthera Estate Planning, with major announcements, mini budgets and statements galore! We’ve compiled a list of the top 12 articles as read by you, our clients, and those interested in estate planning. Enjoy! 1. Keeping control after your death: Trusts and your Will Our top article, from December […]

A new survey by Barclays Wealth has revealed a statistic that many might find surprising: almost a third of older millennials are happy not to inherit. The UK-wide study asked 4,000 40-year-old millennials and their parents for their views on inheritance, and found that: “32 per cent of millennials would rather their parents focused on […]

Do you trust the next generation to make the best use of what they inherit? A new national survey suggests that 25% of baby boomer parents don’t believe that the younger generation will. The “Planning to pass it on” survey also revealed that 48% of the same parental age group considered that: “The attitudes and […]