Planning Scenarios

Real situations. Plain-English explanations.

Estate planning makes more sense when you can see how the rules affect real life.

Find a situation similar to yours and see the things worth understanding.

Start with recognition

Three situations to explore now

More situations we’re preparing
  • I have children from a previous relationship. How do I protect everyone fairly?
  • I want to give money or assets to my children while I’m alive.
  • My children are financially comfortable. Should I leave something directly to my grandchildren?
  • I own a business. What happens to it if I die?
  • I have a substantial pension. What should I understand about inheritance and the April 2027 changes?
  • I have a will. Is that enough?
  • I want to reduce inheritance tax legally. Where do I start?

Scenarios are fictional, educational examples — not personal recommendations. If you need a different starting point, use the guided starting-point tool.