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UK Estate Planning Scenarios

Real-life situations, answered. Each scenario sets out what happens legally, the risks, and the recommended actions for England & Wales. Reviewed and dated.

Relationships

• We own a house together but aren't married
• My partner died without a will
• We have children but are not married
• A second marriage with children from both sides
• I have children from two relationships

Property

• I own my house outright
• I own property with my partner
• I own rental properties

Family

• I have young children
• I have disabled dependants
• I have stepchildren
• I have no children

Executors

• My executor refuses to act
• My executor lives abroad
• My executor died
• I'm an executor and need help

Inheritance Tax

• My estate is worth £500k
• My estate is worth £1m
• I want to reduce inheritance tax