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Estate Planning

Give yourself peace of mind with our guides to writing a will, power of attorney, inheritance tax, nominating beneficiaries and more.

5 min read

Estate planning checklist: getting your finances in order

01 April 2021

A checklist of things to do to make life easier for your family when you're gone including making a will, power of attorneys...

Bereavement Home and family

5 min read

How to make a will

11 January 2023

A will is a legal document that sets out who will get what when you die. Find out why you should have a will, how to change...
5 min read

Power of attorney guide

05 January 2023

Power of Attorney isn't just for older, wealthier people. Anyone can benefit from having one. Our guide explains the...

Inheritance tax basics explained

Whoever you nominate to take care of your estate when you die is also responsible for any inheritance tax owed. This guide explains what they need to do.

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The importance of nominating your beneficiaries

16 July 2021

Learn how the Nomination of Beneficiary process can safeguard your family's financial wellbeing.

5 min read

How to make a will

11 January 2023

A will is a legal document that sets out who will get what when you die. Find out why you should have a will, how to change...
7 min read

Can you leave a pension to your children?

09 April 2019

Secure your family's future: Discover how to pass on your pension to children without substantial taxes. Learn about...

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Retirement planning

Understand the ways you can take your pension at retirement, see what state benefits you could get, and work out a plan to make your money last.

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Taking your pension

Understand the different ways to take money from your pension, such as drawdown and annuities so you can make an informed choice.

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Pension basics

Find out how pensions work, how much the state pension is, how pensions are taxed, how to boost your pension and more.

Explore pension basics