The Changing Landscape of Inheritance Tax: What You Need to Know

We have some incredible news to share – Soteria Planning has been shortlisted for not one,but two highly esteemed awards at the Probate Industry Awards 2025! We are thrilled to be recognised in the categories of Estate Planning Team of the Year and Will Writing Firm of the Year – a true testament to our unwavering commitment to excellence in estate planning and will writing.

Recognising Excellence in Estate Planning

The Probate Industry Awards celebrate firms that demonstrate exceptional client service, innovation, and expertise in estate planning, will writing, and probate services across the UK. Being shortlisted for these awards is a significant milestone, highlighting our dedication to helping individuals and families make informed decisions about their future with confidence and clarity.

Estate Planning Team of the Year – What It Means

Our nomination for Estate Planning Team of the Year reflects our dedication to making estate planning straightforward, stress-free, and accessible for all. Estate planning is more than just legal paperwork—it’s about ensuring families are financially prepared for the future, minimising tax burdens, and simplifying the legal process.

At Soteria Planning, we pride ourselves on working closely with our clients to create tailored estate plans that align with their unique needs and wishes. This nomination reinforces our belief that estate planning should be proactive, ensuring peace of mind and security for years to come.

Will Writing Firm of the Year – A Huge Honour

Being shortlisted for Will Writing Firm of the Year is a fantastic achievement that acknowledges our dedication to making will writing a seamless, personalised process for every client. Writing a will is one of the most important steps an individual can take to protect their assets and ensure their loved ones are taken care of, yet many delay the process due to uncertainty or complexity.

At Soteria Planning, we remove the jargon and confusion, providing clear, expert guidance that empowers our clients to take control of their future. Whether it’s ensuring inheritances reach the right people, setting up trusts, or protecting assets, we take pride in delivering legally sound, structured wills that reflect our clients’ wishes.

A Message from Our Founder, Jamie Shepherd

“Being shortlisted for both Estate Planning Team of the Year and Will Writing Firm of the Year is an incredible honour for us at Soteria Planning. It’s a true reflection of the dedication, expertise, and client-first approach that our team brings to every estate plan we create. Helping families secure their future is at the heart of what we do, and this recognition reinforces our commitment to making estate planning accessible and stress-free for all. We’re incredibly proud of our team and grateful to our clients for trusting us with such an important part of their lives.” – Jamie Shepherd, Estate Planning Specialist

Thank You to Our Clients and Partners

We couldn’t have achieved this without the support of our amazing clients and partners. Your trust in us drives everything we do, and we are truly grateful for the opportunity to help so many families secure their futures.

The winners will be announced on 24th April 2025, so stay tuned! In the meantime, we remain committed to providing expert estate planning and will writing services that give our clients the peace of mind they deserve.

If you’d like to learn more about our services or how we can help you with your estate planning needs, get in touch with our team today!

For more updates, industry insights, and expert advice, follow Soteria Planning on our website and social media channels.