Advising Families

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Whether you are embarking on a new stage of your life, have just lost a loved one or you want to plan ahead to ensure your family are provided for, you need advice you can trust.

01/09/2026

How can you avoid leaving your loved ones waiting for probate?

Probate is the legal right to deal with someone’s estate and there are significant delays to this in England and Wales.

People can take steps now to avoid leaving their loved ones waiting for months for funds to come through.

You can find out more by watching this video.

📖Learn more in our article: https://bit.ly/4gwVPJK

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

How do you find the right care home?If you have a relative going into residential care, there are a number of issues to ...
28/08/2026

How do you find the right care home?

If you have a relative going into residential care, there are a number of issues to think about, and not all of them financial.

In our article Heledd Wyn TEP recommends that you take steps including:

☑️Ask for recommendations
☑️Check out the finances
☑️Do some research

📖Read more in our article: https://bit.ly/4uNe6Yj

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

Who should you choose to be your attorney? 🤔No one knows what’s going to happen in the future, and it can be reassuring ...
26/08/2026

Who should you choose to be your attorney? 🤔

No one knows what’s going to happen in the future, and it can be reassuring to plan ahead to make provision for yourself and your family if anything were to happen to you.

Making a will is a useful first step, but you may also consider making a Power of Attorney in case at any point you become incapable of managing your own affairs through age, illness or accident.

📖Read more in our article: https://bit.ly/4tuCxrI

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

What makes a will legally valid?A will is a crucial legal document that ensures your wishes are carried out after your d...
24/08/2026

What makes a will legally valid?

A will is a crucial legal document that ensures your wishes are carried out after your death.

However, for a will to be legally valid, it must be properly signed and witnessed.

📖Learn more in our article about valid wills: https://bit.ly/4euPX2K

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

Can the gifts you make during your lifetime be challenged after your death?Making lifetime gifts to reduce the value of ...
21/08/2026

Can the gifts you make during your lifetime be challenged after your death?

Making lifetime gifts to reduce the value of your estate on death for inheritance tax purposes is a useful way to preserve wealth down the generations.

HMRC allows a variety of exemptions including an annual allowance of £3,000, gifts worth less than £250, wedding gifts, gifts to help with living costs and gifts from surplus income.

📖Read more in our article: https://bit.ly/4hLamm3

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

19/08/2026

When you own a home in England and Wales you can be joint tenants or tenants-in-common. What is the difference?

Find out more about the difference between joint tenants and tenants-in-common in this video.

📖Read more in our article: https://bit.ly/4zpPuXP

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

What is a digital will? ✍️Did you know that changes have been proposed in the UK to introduce electronically executed wi...
17/08/2026

What is a digital will? ✍️

Did you know that changes have been proposed in the UK to introduce electronically executed wills?

An electronic will is made, signed and stored in digital form, such as on a computer, smartphone or secure online system. This doesn’t just mean typing a will in Word or emailing it.

📖Read more in our article: https://bit.ly/4coEaRM

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

Keep yourself safe from financial harm.We have developed resources for STEP's 'Spot the signs' campaign to help people s...
14/08/2026

Keep yourself safe from financial harm.

We have developed resources for STEP's 'Spot the signs' campaign to help people spot the signs of financial abuse and help individuals protect themselves from this kind of abuse.

Keep yourself safe by:

☑️Exercising caution when a person is taking a new or unusual interest in your finances
☑️ Being cautious of unsolicited and unexpected calls, emails, texts or other contact
☑️If someone encourages you to make a new will, or to make a gift to them, make an appointment with a qualified professional advisor

📖Explore our campaign resources: https://bit.ly/4ktvUmu

👉Find out more about the campaign: https://bit.ly/4rg9eJ6

If you have a will, there is a high chance that it will mention the ‘STEP Standard Provisions’.What are the STEP Standar...
12/08/2026

If you have a will, there is a high chance that it will mention the ‘STEP Standard Provisions’.

What are the STEP Standard Provisions? 🤔

The Provisions are a set of ready-made clauses that can be inserted into a will and provide protections and powers that enable the executors or trustees to effectively deal with the estate.

📖Learn more about the STEP Standard Provisions: https://bit.ly/493l2az

📞Speak to an estate planning specialist: https://advisingfamilies.org/uk/find-a-tep

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