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Insights

Leaving Gifts to Charity in Your Will: Recent Case Update

Posted on 04th July 2024 in Probate & Wills, Later Life Planning

A recent High Court case has highlighted the need for clarity when leaving gifts to charities in Wills.

Posted by

Emma McAdam

Solicitor

Insights

Are 'wealth tax' changes on the table after the election?

Posted on 26th June 2024 in Probate & Wills, Later Life Planning

As the General Election approaches and polls indicate a strong Labour advantage, there is a lot of speculation about the implications of a new government for the UK, especially in terms of tax policies. If Labour do secure a victory, what is the likelihood of reforms to Inheritance Tax and Capital Gains Tax?

Posted by

Gráinne Staunton

Partner & Solicitor

Insights

Potential Consequences of Proposed Changes to Inheritance Tax Law in the UK

Posted on 13th May 2024 in Probate & Wills, Later Life Planning

In a recent comment the Institute for Fiscal Studies (IFS), a think-tank, has claimed that eliminating and/or reducing Business and Agricultural Property reliefs, tax reliefs on pension schemes, and Aim share investments would make the tax system fairer, and raise up to £2.7bn in the current tax year. However, commentators have suggested that the IFS’ calculations ignore the potentially perilous wider economic consequences of the decision and practical implications for small businesses and farmers. 

Posted by

Naomi Hoare

Senior Associate & Solicitor

Insights

Probate Service in Recovery After Management Shake-Up

Posted on 21st March 2024 in Probate & Wills, Later Life Planning

The UK government has claimed that the probate service is now in recovery mode after replacing its senior management team following a series of delays and complaints.

Posted by

Sue Halfyard

Partner & Chartered Legal Executive

Insights

Acting as a Certificate Provider: What Do I Need to Know?

Posted on 05th March 2024 in Probate & Wills, Later Life Planning

The role of certificate provider was introduced by the Office of the Public Guardian as a safeguard for people signing Lasting Powers of Attorney (LPAs). LPAs are used to appoint attorneys to assist with a person’s affairs, which could include their finances and their personal welfare.

Posted by

Emma McAdam

Solicitor

Insights

How Remote Witnessing of Wills Changed During the Pandemic and Beyond

Posted on 29th February 2024 in Probate & Wills, Later Life Planning

In September 2020, the UK Parliament passed an order that amended the Wills Act 1837, a law that dates back to the Victorian era. The order allowed people to make valid Wills by using video-conferencing or other visual transmission, as long as the witnesses could see and hear the testator (the person making the Will) in real time. This was a temporary measure to help people who were self-isolating or facing lockdown restrictions due to the Coronavirus pandemic. The order applied to Wills made on or after 31 January 2020, and was initially set to expire on 31 January 2022.

Posted by

Sue Halfyard

Partner & Chartered Legal Executive

Insights

What Are Trust Wills and Why Are They Becoming Ever More Popular?

Posted on 26th February 2024 in Probate & Wills, Later Life Planning

A discretionary trust is a piggy bank into which assets are placed and which are looked after by your trustees on behalf of a pool of beneficiaries chosen by you.

Posted by

Vincent Dietrich

Paralegal

Insights

Lasting Powers of Attorney: Why Do I Need Them and When Should I Prepare Them?

Posted on 21st February 2024 in Probate & Wills, Later Life Planning

Making a Lasting Power of Attorney may seem like a task for another day, but as time goes on, our ability to manage our affairs may decrease or be prevented by an unexpected illness or accident. By making sure that you have the documents in place, and registered, this helps to ensure that a trusted person can step in to assist you when you need it most.

Posted by

Alice Carter-Tyler

Solicitor

Insights

Can I Change My Lasting Power of Attorney After Registration?

Posted on 15th January 2024 in Probate & Wills, Later Life Planning

Lasting Powers of Attorney (LPAs) allow you to appoint people to manage your affairs, should you need some help or become unable to manage your affairs yourself.

Posted by

Emma McAdam

Solicitor

Insights

What is a Deputyship Order and When Do You Need One?

Posted on 12th December 2023 in Probate & Wills, Later Life Planning

Deputyship is a legal term that refers to the appointment of a person (called a deputy) to make decisions on behalf of another person who lacks the mental capacity to do so.

Posted by

Jessica Nowell

Paralegal

Insights

Did Inheritance Tax change in the Autumn Statement 2023?

Posted on 26th November 2023 in Probate & Wills, Later Life Planning

This year’s Autumn Statement was notable for what it did not say rather than what it did. Despite the rumours and speculation in the build-up to the Autumn Statement, the Chancellor did not announce a reduction or simplification of Inheritance Tax, meaning that over the coming years more and more estates will be caught in the Inheritance Tax rules.

Posted by

Naomi Hoare

Senior Associate & Solicitor

Insights

When Should I Review My Will? Part 2

Posted on 07th November 2023 in Probate & Wills, Later Life Planning

In the first part of this insight we discussed two of the main life changes which can necessitate changes to your Will being marriage and divorce.  We now consider other life changes which occur and can create situations which necessitate changes to your Will.

Posted by

Sue Halfyard

Partner & Chartered Legal Executive