Latest News/ Blog

Stay informed with the latest updates, guidance, and insights on will writing, estate planning, and lasting powers of attorney. Our blog is designed to help you better understand your options, keep up with legal changes, and make confident decisions about protecting your future and your loved ones.

We regularly share practical advice, helpful explanations, and important industry news so you can stay up to date with everything that may affect your estate planning.

Latest News & Articles

Check back regularly for new articles, or contact us directly if there’s a topic you’d like us to cover. We’re here to help you stay informed and make confident decisions about your future.

LTA Remains Abolished

The LTA (formerly £1,073,100) is gone. There is no longer a maximum limit on pension savings before tax charges.

New Tax-Free Limits

The LTA has been replaced by two main allowances: The Lump Sum Allowance (LSA), usually limited to £268,275, and The Lump Sum and Death Benefit Allowance (LSDBA), usually £1,073,100!

Protection Status

Those with valid LTA protection (e.g. Fixed or Enhanced) can still benefit from higher tax-free cash amounts, but they must adhere to strict rules to avoid losing it.

2027 IHT Change Looming

From 6 April 2027, pension funds will be added to an individual's estate for inheritance tax calculations, making many pension pots taxable upon death, ending their previous status as an IHT-free.

HMRC Scrutiny

HMRC has increased investigations into inheritance tax, particularly focusing on property valuations.

Spousal Transfer of Relief

The new £1,000,000 cap on BPR/APR is transferable between spouses and civil partners, allowing couples to protect up to £2,000,000!

Will Reform Update

The Law Commission is currently aiming to draft a new Wills Bill, potentially changing the 1837 Wills Act, with expectations for further updates following their long-running review.

Business/Agricultural Relief Caps

Starting April 2026, 100% relief from inheritance tax on qualifying business (BPR) and agricultural (APR) assets is capped at  million. Assets above this will only get 50% relief (effective 40% tax rate).

Links to also keep up with -

https://www.willwriters.com/news/

https://todayswillsandprobate.co.uk/news/

https://ukrn.org.uk/power-of-attorney-day-22-april-2026-supporting-people-to-plan-ahead/