Soteria Planning

How to Include Pets in Your Will 🐾 For some, pets are family, and ensuring they’re cared for is a top priority. When writing a will, consider who will take responsibility for your pets and if they’ll need financial support. This thoughtful planning ensures their well-being after you’re gone.    🌐 https://lnkd.in/dZtu_hQK  📧 hello@soteriaplanning.uk  📞 01344 531521 

What Happens Without a Will? 📝 If you pass away without a will, the Rules of Intestacy decide how your estate is distributed, which may not align with your wishes. Who Inherits First: Spouses, civil partners, and children.  No Close Relatives? Your estate could go to the Crown 🏛️.  Exclusions: Unmarried partners and stepchildren don’t inherit ❌. To avoid disputes and ensure your assets go where you want, having a valid will is essential. 📖 Read the full blog here: 

We’re thrilled to announce the launch of our very first LinkedIn newsletter, designed to provide valuable insights, updates, and guidance on planning for a secure future. 🛡️✨ Whether it’s safeguarding your assets or planning for the unexpected, our monthly newsletter will keep you informed on everything you need to know about Wills, Trusts, Power of Attorney and Probate. What to expect in our first edition: ✅ Insights on rules of intestacy determine how assets are divided ✅ What happens after I've written my will ✅ Charitable events and upcoming webinars And more... Subscribe today to stay ahead with Soteria Planning, because securing your future is our mission. #SoteriaPlanning #FinancialPlanning #EstatePlanning #Legacy

📢 Autumn Budget Watch: Potential Changes for Estate Planning As we approach the Autumn Budget announcement on 30th October, there could be significant implications for estate planning. Here’s what to keep an eye on: 💼 Inheritance Tax Changes: The government may simplify inheritance tax rules, which could increase the tax burden on larger estates. Proper estate planning is key to managing these changes. 📜 Trusts & Estate Structuring: Possible changes to trust taxation or regulations may impact how you use trusts for tax efficiency, so it’s important to review your estate plan. 💰 Capital Gains Tax Reforms: Aligning Capital Gains Tax with income tax may increase tax liabilities when selling or transferring high-value assets, affecting your estate strategy. Stay ahead of the curve by reviewing your estate plan now! Book a consultation with one of our advisors today to ensure your estate is protected. 🌐 https://lnkd.in/dZtu_hQK 📧 hello@soteriaplanning.uk 📞 01344 531521

💰 How Inheriting Money Affects Your Will  Receiving an inheritance can greatly influence your estate plan! It's important to update your own will to include any new assets and ensure your wishes are clearly stated. 📝  Regular reviews of your estate plan help protect your legacy and provide peace of mind.  Need assistance? Reach out to us today!  📧 hello@soteriaplanning.uk  📞 01344 531521  📧 hello@soteriaplanning.uk ☎️ 01344 531521

🏡 Are you planning to move home in 2025? Don't miss our upcoming webinar on November 21st from 8:00 PM - 9:00 PM, featuring six industry experts! Gain valuable insights and advice to make your home move seamless. 🙌 We’ll be discussing ⬇️ ✅ Costs involved in moving  ✅ Common mistakes to avoid  ✅ Key timelines for moving home in 2025 Register today and get ready for your next big move! 📦 Head to the link below to secure your spot 👇 https://lnkd.in/eKYngdND

📌 What is Probate and Why is it Necessary? Probate is the legal process of administering a deceased person’s estate. This includes validating the will, paying debts, and distributing remaining assets to beneficiaries. It ensures the estate is managed properly and assets are distributed according to the will or intestacy rules if there’s no will. Soteria Planning can help you navigate the probate process, reducing the burden on your loved ones and ensuring everything is handled efficiently. Have more questions? We're here to help! 🌐 bit.ly/3PwmqZ8 📧 hello@soteriaplanning.uk 📞 01344 531521

📊 Estate Planning for Business Owners: Why It’s Essential As it’s Estate Planning Awareness Week, we are sharing the importance of a well-structured estate plan for business owners. Protecting your business ensures its continuity, safeguards your assets, designates a successor, and minimises tax liabilities. By planning ahead, you provide peace of mind for your family and employees, ensuring your hard work continues seamlessly. Don’t leave your business’s future to chance—start your estate planning today! Learn more about the importance of estate planning for business owners. 📧 hello@soteriaplanning.uk 🌐 bit.ly/3PwmqZ8 ☎️ 01344 531521 

🌟 5 Consequences of Not Having an Estate Plan 🌟 Without a clear estate plan, your loved ones may face uncertainty and complications during an already difficult time—especially highlighted during Estate Planning Awareness Week. Here are some key consequences to consider: 1️⃣ Court-Appointed Guardian for Your Children: The court decides who will care for your minor children, which may not align with your wishes. 🏠 2️⃣ Family Disputes: Lack of clarity can lead to disagreements among family members over asset distribution. 🔍 3️⃣ Probate Process Delays: The absence of a plan can result in a lengthy and complicated probate process, delaying access to assets. ⌛ 4️⃣ Higher Taxes and Legal Fees: Without a plan, your estate may incur increased inheritance tax and legal costs, reducing what beneficiaries receive. 💸 5️⃣ Loss of Control Over Asset Distribution: Your estate will be divided according to intestacy laws, potentially benefiting relatives you wouldn’t have chosen. 📖 Protect your family’s future by creating a comprehensive estate plan. Learn more about the importance of estate planning today! 🌐 bit.ly/3PwmqZ8 📧 hello@soteriaplanning.uk  ☎️ 01344 531521 

"Jamie and his team at Soteria made the process of writing my will easy and simple, far exceeding my expectations. They provided exceptional support and helped me understand how to best protect my family in case of the worst. I would recommend them without hesitation to my family and friends." ⭐️⭐️⭐️⭐️⭐️ Thank you for your kind words, Ollie! We’re thrilled to hear about your positive experience. At Soteria Planning, we strive to make estate planning straightforward and supportive. If you're looking to write or update your will, reach out to us using the details below: 🌐 bit.ly/3PwmqZ8 📧 hello@soteriaplanning.uk ☎️ 01344 531521