Guides & Tools

Everything you need to know.

Five cornerstone guides and two interactive tools — covering inheritance tax, business owners, overseas assets and the practical decisions behind every UK will.

Guide 01

What Should a Will Include?

The essential clauses, decisions and details every UK will needs – from executors to residuary gifts.

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Guide 02

Inheritance Tax and Your Will

How to structure your will to legally minimise IHT – nil-rate bands, RNRB, spouse exemption, gifts and trusts.

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Guide 03

Wills for Business Owners

BPR, succession planning, shareholder agreements and the 2026 reforms every business owner needs to know.

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Guide 04

UK Wills with Overseas Assets

Domicile, situs rules, foreign property and how to coordinate UK wills with assets held abroad.

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Guide 05

Do I Need a Solicitor?

When an online will is enough, when a solicitor is essential, and what regulated alternatives exist.

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Tool 01

IHT Calculator

Estimate your inheritance tax exposure today and see what each planning lever could save you.

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Tool 02

Personal Legacy Ledger

A free downloadable DF so your executor has everything they need – in one place.

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