Panthera LIFE

A JOURNEY TO A MORE PURPOSEFUL RETIREMENT

Wills

Wills and marriage: why “I do” needs a new Will

A Will is probably one of the most important documents you will create in your lifetime, but once written it’s not fixed in stone. You can (and should) update it throughout your life as your circumstances change, to reflect changes in your family, financial and relationship status. “I do” = a new Will There are […]

Leaving a legacy or looking out for no1? Wills, Trusts and long-term care planning

Paul Hammond writes: The new Scottish Widows Retirement Report for 2024 has just been released. For 20 years this annual report has surveyed people to understand “Their hopes and aspirations (for) retirement, to understand the plans that they have made, and to also understand their actual expectations.” I’ve read every edition of this report with […]

What will you put in your Will?

Wills are a fundamental part of your estate planning, defining who should receive what – and who doesn’t. Written clearly and with professional help, your Will should ensure your estate is shared amongst those you wish to include, to create a personal legacy into the future. However, a survey by Canada Life UK in 2023 […]

Be honest: transparent estate planning for blended families

Modern families can be complex, especially in blended families bringing together children from previous relationships. It’s important that your estate planning looks after all your family, and that extends beyond taking care of their legacies in your Will. Blended families may include children from one or more previous relationship or marriage for each of you, […]

The cats (and dogs) that got the cream: provision for pets in wills

For those of us who own a pet, they are very much part of the family. According to the PDSA in their 2023 survey, of UK adults: Many of these owners might be shocked to learn that the theft of a pet is currently covered by the 1968 Theft Act, as pets are viewed as […]