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Insights

Proposed reforms to the charging system of adult social care in England

Posted on 26th November 2021 in Later Life Planning, Safeguarding Vulnerable Clients

STEP has reported that the Government has published more details of its proposed reforms to the charging system of adult social care in England, including a lifetime cap on the charges for personal care.

Posted by

Sue Halfyard

Senior Associate and Chartered Legal Executive

Insights

Unexpected tax bill warning when gifting money

Posted on 26th November 2021 in Later Life Planning

A recent poll conducted by financial advisors Killik & Co has shown that many people do not understand the rules of Inheritance Tax.

Posted by

Sue Halfyard

Senior Associate and Chartered Legal Executive

Insights

HMRC warns of errors in property disposal reporting

Posted on 19th November 2021 in Probate & Wills, Later Life Planning

HMRC have identified potential errors regarding the declaration of residential property disposals for Capital Gains Tax (CGT) purposes when completing self-assessment tax returns for 2019/20.

Posted by

Sue Halfyard

Senior Associate and Chartered Legal Executive

Insights

High Court decides admin fee payable by consumers is lawful

Posted on 15th November 2021 in Later Life Planning, Company & Commercial

In Competition and Markets Authority v Care UK Health & Social Holdings Ltd and another [2021] EWHC 2088 (Ch), the High Court held that an admission fee for new residents of care homes was not unfair, and that the care homes were neither misleading nor aggressive in relation to it.

Posted by

Oliver Kent

Trainee Solicitor

Insights

Deprivation of assets and care funding

Posted on 12th November 2021 in Later Life Planning

Many people find the prospect of paying for care rather daunting, especially as they continue to increase. If you have care needs and are considering putting care in place, or moving into a care home, you may be wondering whether there is any way to avoid paying the fees yourself so that they are met by the local authority. 

Posted by

Emma Ruttley

Solicitor

Insights

Talking to your family about your wishes for the future

Posted on 09th November 2021 in Probate & Wills, Later Life Planning

Nobody likes to think about a time when they are no longer around so talking to loved ones about what you would like to happen after you pass away may seem morbid or unnecessary. However, talking about financial and practical matters can help put your mind at ease and make things much easier for those closest to you when the inevitable comes.

Posted by

Gráinne Staunton

Partner and Solicitor

Insights

Unadministered estates

Posted on 09th November 2021 in Probate & Wills, Later Life Planning

How do you go about administering an estate where the death was several years ago and nothing has been done since?

Posted by

Jayne Bertie

Solicitor

Insights

New ‘Google Maps for Graves’ project

Posted on 20th October 2021 in Later Life Planning

There is a project that has been termed “Google maps for graves” which intends to map and photograph the Church of England’s 19,000 church graveyards, with the aim of recording every grave, headstone and memorial.

Posted by

Sue Halfyard

Senior Associate and Chartered Legal Executive

Insights

Digital Lasting Power of Attorneys

Posted on 20th September 2021 in Later Life Planning

A more straightforward digital system to set up a Lasting Power of Attorney (LPA) could come into play, but experts say that it is vital that sufficient safeguards are in place to protect elderly and vulnerable people from abuse. In this article, we look at how the system might work, and the concerns for potential abuse of a digital process for setting up Lasting Power of Attorney.

Posted by

Gráinne Staunton

Partner and Solicitor

Insights

The Funerals Market Investigation Order 2021

Posted on 17th September 2021 in Later Life Planning

The Competition and Markets Authority (CMA) has announced that the new obligations contained in the Funeral Markets Investigation Order 2021, which was made in June 2021, are now in force for funeral directors and crematoria.

Posted by

Sue Halfyard

Senior Associate and Chartered Legal Executive

Insights

Acting as Attorney or Deputy under Covid-19 Restrictions

Posted on 10th September 2021 in Later Life Planning, Coronavirus Pandemic

If you are acting for someone who is elderly or vulnerable, it is important that you understand how your responsibilities might need to adapt under any current rules and restrictions.

Posted by

Emma Ruttley

Solicitor

Insights

Delays when registering a Lasting Power of Attorney

Posted on 16th July 2021 in Later Life Planning

The England and Wales Office of the Public Guardian (OPG) has announced that it is currently experiencing delays when registering Lasting Powers of Attorney (LPAs).

Posted by

Sue Halfyard

Senior Associate and Chartered Legal Executive