Erica Hancock: Messed laid plans - five estate-planning 'red flags'

Key errors to avoid

clock • 4 min read

Many people are, unfortunately, still less comfortable with the idea of estate-planning and will-writing than they are with other types of financial planning, writes Erica Hancock

Perhaps this is because they feel the information they need is difficult to find, hard to understand or uncomfortable to think about. Whatever the reason may be, because a lot rests on this type of planning, it is just as important to get it right for your clients and their families. With this in mind, as a wills and probate practitioner, I wanted to raise some red flags we commonly come across in our day-to-day work. Failing to have a plan While there is a plan for where people's estates pass if they do not have a will (intestacy), this is not necessarily the plan your clients may hav...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

Are you platform-ready for April's pension IHT changes?

Are you platform-ready for April's pension IHT changes?

Keep preparations moving as guidance develops

Ben Hammond
clock 27 October 2026 • 5 min read
Before the Budget: Is your client's 'surplus' already spoken for?

Before the Budget: Is your client's 'surplus' already spoken for?

'Comfort with the conversation should not be mistaken for certainty about the commitment'

Phillip Wickenden
clock 26 October 2026 • 4 min read
Thousands of NHS workers yet to take McCloud tax action

Thousands of NHS workers yet to take McCloud tax action

Research reveals a gap of more than 30,000 between NHS Pension Scheme members

Isabel Baxter
clock 23 October 2026 • 3 min read