Blog
January 27, 2025
Helping Clients Plan for the Unexpected: Why LPAs Matter
When it comes to estate and wealth planning in the UK, one crucial element that often gets overlooked is the Lasting Power of Atto
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January 20, 2025
Divorce – Not Just a Breakup, But a Wake-Up Call for Estate Plans
For financial advisers, divorce is a key opportunity to help clients reassess their estate plans and secure their future
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January 6, 2025
Reclaiming Time for What Matters Most in Financial Advice
Discover how financial advisers can reclaim their time, enhance client relationships, and drive growth with smarter solutions
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December 10, 2024
Pensions Past and Present – What They Mean for Families Today
Explore the history of pensions, how their purpose has evolved, and what this means for families and advisers today
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December 10, 2024
Post-Budget IHT Planning: A New Priority for Advisers
Samantha Warner, Head of Product at Estgro, explores how recent pension reforms announced in the October budget are reshaping inhe
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November 21, 2024
How the Budget Changes Affect Farmers – Insights for Advisers
As financial advisers, staying ahead of legislative changes is vital—especially those affecting inheritance tax (IHT). Recent pr
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November 5, 2024
Estate Planning Post-Budget 2024: Key Takeaways for Financial Advisers
The Autumn Budget introduced significant changes impacting estate planning strategies, especially for clients with substantial ass
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August 27, 2024
The Future of Wealth is Female
By 2025, women are expected to control 60% of the UK’s wealth—learn why financial advisers must act now to engage and empower
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May 13, 2024
The ‘Kids’ Are Ready to Inherit £200,000 – £500,000k+, are you Ready to Help?
Cormac Dunne, Head of Growth at Estgro, delves into the dynamics shaping the future of financial planning
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March 27, 2024
Making a Will: 6 Reasons Why It’s an Evolving Strategy, Not a One-Time Fix
Read our guide on when and why your client should revisit their Will.
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January 18, 2024
The Crucial Conversation: Why Financial Advisers Should Discuss Estate Planning with Their Clients
The Crucial Conversation: Why Financial Advisers Should Discuss Estate Planning with Their Clients
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January 18, 2024
Navigating your exit – maximise the value of your advisery business
Navigating your exit – maximise the value of your advisery business
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December 6, 2023
Your Consumer Duty is no Laughing Matter
Your Consumer Duty is no Laughing Matter…
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November 1, 2023
Meet Cormac, Head of Growth at Estgro
Welcome to our “Meet the Team” interview series, we’re kicking off with Cormac Dunne – our Head of Growth
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October 10, 2023
How can we achieve the balance of living a joyous life and still achieve at a high level?
Hear from Dave Newick, CEO of the Arken Group to find out how we can achieve the balance of living a joyous life and still achieve
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July 22, 2023
Do financial planning and estate planning go hand in hand?
Most financial planners talk about estate planning and the importance of making a Will with their clients. Especially where estate
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July 21, 2023
The Great Wealth Transfer – the risks and opportunities for Financial Advisers
Over the next 30 years, $38.8 trillion will be inherited in the UK, US and Europe, triggering the greatest transfer of wealth in h
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July 20, 2023
Gifting and funds under management – some key considerations
Gifting, as part of an estate plan, is a great way for your clients to avoid paying too much inheritance tax. It’s a common stra
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