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Insights

Moving the tax year boundaries

Posted on 10th June 2021 in Later Life Planning

A recent report published by the Office for Tax Simplification has suggested that the tax year instead moves to synchronise with the calendar year, so from 1st January to 31st December.

Posted by

Rachael Morley

Associate and Solicitor

Insights

Making a Lasting Power of Attorney under Covid restrictions

Posted on 27th May 2021 in Later Life Planning, Coronavirus Pandemic

As the Government’s Covid-19 restrictions lift in England and Wales, it is important to note that safeguards and procedures do remain in place in relation to certain legal documents.

Posted by

Emma Ruttley

Solicitor

Insights

Power of Attorney & protecting the rights of people with dementia

Posted on 18th May 2021 in Later Life Planning

When a person receives a dementia diagnosis, this of course doesn’t automatically mean that they cannot make important decisions from that point onwards.

Posted by

Rachael Morley

Associate and Solicitor

Insights

More estates caught by Inheritance Tax last year

Posted on 05th May 2021 in Later Life Planning

Inheritance tax receipts for the tax year 2020/21 saw an increase of £200 million from 2019/2020, reaching a total of £5.3 billion raised through this tax in this year.

Posted by

Rachael Morley

Associate and Solicitor

Insights

Lasting Powers of Attorney drop by 30% last year

Posted on 23rd April 2021 in Later Life Planning

A recent article on Today’s Wills & Probate shows that a freedom of information request by Quilter revealed “a 30 percent drop in the number of LPAs registered between April 2020 and February 2021, compared to the same period the previous year”.

Posted by

Cory Stephenson

Trainee Solicitor

Insights

Who to appoint as a trustee

Posted on 16th April 2021 in Later Life Planning

There are many reasons why an individual may establish a trust, whether this is created in a person’s Will to protect assets or during a person’s lifetime.

Posted by

Gráinne Staunton

Partner and Solicitor

Insights

How to find out if someone has an attorney or deputy

Posted on 09th April 2021 in Later Life Planning

If you have concerns about an elderly or vulnerable person, finding out whether they have an attorney or deputy to assist with their affairs may be crucial.

Posted by

Emma Ruttley

Solicitor

Insights

Spring cleaning for Inheritance Tax before 5th April

Posted on 01st April 2021 in Later Life Planning

The Easter weekend will be a welcome break for some and, with the delights of Spring, comes the feeling of freshness and new beginnings. One such beginning is the new tax year, which commences on 6th April 2021.

Posted by

Rachael Morley

Associate and Solicitor

Insights

Most non-taxpaying estates to be exempt from filing inheritance tax from 2022

Posted on 26th March 2021 in Later Life Planning

The government have announced that, following recommendations by the Office of Tax Simplification, they are looking at ways of reducing inheritance tax reporting requirements. The government has now agreed to simplify the position so that, from 1 January 2022, over 90% of non-taxpaying estates each year will no longer have to complete inheritance tax forms for deaths when a grant of representation is required.

Posted by

Sue Halfyard

Associate and Chartered Legal Executive

Insights

Why Inheritance Tax planning is still important

Posted on 26th March 2021 in Later Life Planning

If you intend to leave savings, property or other assets to family or friends after you die, you need to consider the impact of inheritance tax (IHT). With the rate of IHT set at 40% for most estates above the thresholds, it is important to plan ahead, so that you can minimise IHT and ensure as much of your estate as possible reaches your loved ones.

Posted by

Rachael Morley

Associate and Solicitor

Insights

Acting as Attorney or Deputy under Covid-19 Restrictions

Posted on 05th March 2021 in Later Life Planning, Coronavirus Pandemic

If you are acting as an attorney or deputy for a vulnerable person, you might be finding it difficult to know what you can and cannot do under the current restrictions. The Government has now updated its guidance for attorneys and deputies, following the recent announcement regarding their roadmap for easing restrictions.

Posted by

Emma Ruttley

Solicitor

Insights

Key points you need to know from the 2021 Budget

Posted on 04th March 2021 in Family Law, Employment, Residential Property, Later Life Planning, Company & Commercial, Coronavirus Pandemic

Chancellor Rishi Sunak delivered the 2021 Budget, which extended several Coronavirus support schemes and outlined plans for the country’s post-pandemic recovery.

Posted by

Amy Laver

Associate and Solicitor