Wills and Probate

Changes are coming to inheritance tax (IHT) for agricultural and business assets. After strong pushback on the original £1 million cap announced in the Autumn 2024 Budget, the Treasury has revised its plans.

Meet Jasmin Marshall, our Associate Solicitor in the Wills & Probate team at our Mapperley office. She shares her inspiring journey into law and gives us a glimpse into life at one of our friendly and close-knit offices.

The 2025 Autumn Budget has brought real changes for property owners, landlords, and families – but not the sweeping tax overhaul that many expected. While chancellor Rachel Reeves left stamp duty unchanged, she declared a new annual ‘council-tax-style’ surcharge for £2m+ homes, higher income tax on rents from 2027, and incremental updates to capital gains tax (CGT) and inheritance tax (IHT).

From 6 April 2027, the UK government will introduce one of the most significant shifts in pension and inheritance tax (IHT) policy in recent years. These changes could affect how much tax your loved ones pay on your estate, especially your pension savings.

Could your farm withstand a major inheritance tax bill, or the loss of key sustainability funding? With vital tax reliefs under review and environmental support schemes being phased out, many landowners are facing a perfect storm of financial uncertainty. While some are exploring diversification through sustainable energy, it’s important to understand the potential tax implications before making any decisions. 

In Part 1, we covered why a Will is important and what to include. Now let’s talk about what happens after your Will is written, and how to make sure it’s carried out properly.

In this first of a two-part series, we answer the top questions clients ask about wills and how to make them.

A case study revealing how Local Authorities can make errors when means testing, and how strong legal support can ensure that these mistakes are corrected.

Being told you have early dementia can feel overwhelming. You might feel worried, confused, or scared about what lies ahead. Your family and friends are likely concerned too, and together you may be wondering what steps to take to prepare for the future.

Rebecca Lee is an Associate Solicitor in our Wills and Probate team at our Leicester office. She explains how to amend your Will to ensure it recognises transgender beneficiaries.

Rothera Bray has been recognised by Cancer Research UK for its significant contribution to the charity’s Will-Writing Service, securing over £680,000 in pledged gifts. 

We are proud to support Update Your Will Week 2025, taking place from Monday 3rd to Sunday 9th March.