Worried about the new pension Inheritance Tax rules coming in 2027?

From April 2027, unused pension funds will be included in your estate for Inheritance Tax purposes - potentially adding £34,000 to some families' tax bills. If you previously thought your pension was safe from IHT, these changes could significantly impact your estate planning.

At Westwood Estate Planning, we help you navigate these new rules through comprehensive estate valuations and strategic planning, including lifetime gifting and trusts.

Don't let uncertainty rob you of peace of mind - book a free 15-minute chat to understand how these changes affect you and explore your options.

Considering a Lasting Power of Attorney (LPA)? While DIY options exist, navigating the legal complexities can lead to critical errors.

Discover the top 5 reasons to choose a professional: from expert guidance on the Certificate Provider role and strategic attorney selection to precise wording, streamlined logistics, and the ultimate peace of mind that comes with robust, effective LPAs. Ensure your future is protected with confidence.

Considering a DIY Lasting Power of Attorney (LPA)? Just like a wonky fence, a small mistake in your DIY LPA can have unfixable, significant consequences. While the internet offers tempting shortcuts, discover why expert guidance is crucial to ensure your LPAs are robust and effective, ready to weather any storm life throws your way. Learn the hidden risks of DIY and why professional support offers true peace of mind.

Have you ever wondered who would make decisions for you if you couldn't? Many believe their loved ones automatically have that right, but legally, it's not the case.

Discover Lasting Powers of Attorney (LPAs), your essential safety net for life's unexpected turns. Learn how these crucial documents empower you to choose trusted individuals to manage your health and finances, ensuring your wishes are always respected. It's about taking control of your future, no matter your age.

Curious about making a Will? It's simpler than you think and all about taking control of your future.

Discover the two essential decisions: choosing your "A-Team" (executors) to carry out your wishes, and "Sharing your Treasure" (beneficiaries) to decide who inherits your belongings.

Plus, learn about key considerations like appointing guardians for children, using trusts to shield your legacy, and even ensuring your beloved pets are cared for. Start building a secure future for your loved ones today.

Ever wondered why you keep putting off making a Will? It's a common dilemma. Discover the top four reasons people avoid this crucial step, from thinking they're too young or don't have enough assets, to fears about cost, complexity, or even discussing death.

Learn why addressing these misconceptions can bring immense peace of mind and protect your loved ones from future financial and emotional burdens.

Think estate planning is just for the wealthy? Think again! This essential guide demystifies Will writing and Estate Planning, explaining why it's crucial for everyone in today's complex world. Learn how it acts as a "sat nav" for your loved ones, covering everything from Wills to Lasting Powers of Attorney, ensuring your wishes are clear and providing ultimate peace of mind. Got questions? Gary invites you to ask them for a video response!

Many of us will need help managing our affairs as we age. A Lasting Power of Attorney (LPA) lets you choose trusted family or friends to make decisions about your finances, health, and welfare if you can't. Without one, bank accounts can be frozen, insurance claims become difficult, and strangers might make crucial decisions. Learn why proactive LPA planning is essential to avoid a lengthy, expensive Court of Protection process and ensure your wishes are honoured.