The Level Group

Top-ranked lender specialising in family law & probate

[The Level Group @Levelfunding]

Writing in @thetimes , CEO and Founder George Williamson examines how probate loans can give beneficiaries the financial room to manage uncommunicative executors.

💡 Follow the link in the comments to read the full article. #Probate #EstateAdministration #ProbateFinance

[The Level Group @Levelfunding]

@FT The financial side of estate planning often gets the attention while the human side usually arrives later. That’s where problems tend to start.

[The Level Group @Levelfunding]

Inheritance tax changes are starting to reach further into pensions, and the knock-on effect could be family disputes. Under proposed rules, pension schemes may be allowed to withhold up to 50% of a pension pot while inheritance tax is assessed.

https://t.co/mOJVfdBUQ5 via @ft

[The Level Group @Levelfunding]

@FT That might sound administrative but in practice, it could mean:

• Longer delays for beneficiaries
• Pressure on executors
• Greater uncertainty during probate
• Families disagreeing over money at an already emotional time

[The Level Group @Levelfunding]

Earlier this week, some of the team at Level had the opportunity to volunteer alongside Olive Branch Aid, helping pack orders for essential foodbank users.

As a business, 1 of our core values is to care deeply. This extends to the community around us
https://t.co/eFoJCclDg8

[The Level Group @Levelfunding]

@TWMSolicitors Being left an inheritance and actually receiving it are often two very different things.

[The Level Group @Levelfunding]

New figures obtained by @twmsolicitors show probate caveat applications rose 12% year-on-year, reaching 11,589 cases. A caveat can temporarily block probate when there are concerns around a will, executors, or inheritance disputes.

https://t.co/jIbzERLckP

[The Level Group @Levelfunding]

@TWMSolicitors When you add existing probate delays into the mix, it becomes even harder for families trying to move forward after a bereavement. This is why convos around estate planning need to happen earlier, & why access to liquidity during probate is becoming a far bigger issue.

[The Level Group @Levelfunding]

Thresholds frozen. Business relief slashed. AIM shares exposed. Families with estates in property, farmland or business now face tighter timelines & bigger bills. We provide fast lending so they don't have to sell. Find out how we can help your clients.

https://t.co/mcmmQYV1Y2

[The Level Group @Levelfunding]

This isn’t about replacing the process, it’s about removing pressure from it.

If you’re advising clients through probate or inheritance disputes, we can help you deliver faster, more certain outcomes.

https://t.co/JwrlCa58qm

[The Level Group @Levelfunding]

Delays in probate aren’t just frustrating, they’re financially damaging.

Families are being forced to pay inheritance tax before they can even access estate funds, with interest charges mounting and cases taking months, sometimes years to resolve.

https://t.co/WzBV2DSN9W

[The Level Group @Levelfunding]

Our role is simple, provide fast, specialist funding so executors and beneficiaries aren’t stuck in that gap:

- Access liquidity before probate completes
- Avoid forced asset sales or personal financial strain
- Keep cases progressing, not stalling

[The Level Group @Levelfunding]

Divorce + a disputed £1.5M estate + urgent legal costs? Level provided a hands-on, client-first approach, helping a client access an advance loan, coordinate legal communication, and see both cases through to a successful outcome.

Full story: https://t.co/3lOJzGDP14

[The Level Group @Levelfunding]

We are pleased to have been a sponsor the IPW - @IPWillwriters Conference this year.

Events like this provide a valuable opportunity to connect with partners and advisers across the private wealth sector.

https://t.co/TMMr7XtBc2

[The Level Group @Levelfunding]

It’s #FreeWillsMonth! ✍️ A will isn’t just paperwork — it’s peace of mind for your loved ones. Life changes, so make sure yours is up to date. Learn why updating your will matters ➡️ https://t.co/B3sx3pMGXM

#EstatePlanning #Wills #Level #Probate #Inheritance

[The Level Group @Levelfunding]

Probate was once a relatively predictable process. Executors submitted an application, waited a matter of weeks, and then distributed the estate. Today, that expectation rarely reflects reality.

Read more here:https://t.co/tz80EiQ2NJ

[The Level Group @Levelfunding]

Writing in @thetimes , CEO and Founder George Williamson examines how probate loans can give beneficiaries the financial room to manage uncommunicative executors.

💡 Follow the link in the comments to read the full article. #Probate #EstateAdministration #ProbateFinance

[The Level Group @Levelfunding]

@thetimes In many cases, taking the property instead of pension income results in asset-rich but income-poor settlements - leaving divorcees financially exposed in retirement.

[The Level Group @Levelfunding]

👥 Reports have revealed that over half of UK adults are unaware that pensions can be included in divorce settlements.

Read more here: https://t.co/HaV5hilD90

[The Level Group @Levelfunding]

🗞 Coverage in @TheTimes has reported that many divorcees prioritise keeping the family home, without realising that their ex-spouse’s pension is often their most valuable asset for long-term financial stability.