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Insights

Can I make an Inheritance Act claim?

Posted on 25th January 2022 in Dispute Resolution, Later Life Planning

When a loved one dies, it will be distressing to learn that their Will did not sufficiently provide for you. This may be because of the size of the estate, the gift, or whether or not the person died without a Will.  There are often complicated circumstances.

Posted by

Martin Laver

Partner and Solicitor

Insights

Deceased's nominees can now be given access to Apple iCloud

Posted on 17th December 2021 in Later Life Planning

When someone dies family members and friends often wish to have access to the deceased’s data stored on their iCloud account but without knowing the password this is not always possible and can cause difficulties.

Posted by

Sue Halfyard

Partner & Chartered Legal Executive

Insights

CMA updates care homes guidance following High Court decision

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

Following the High Court’s decision in Competition and Markets Authority v Care UK Health & Social Holdings Ltd and another [2021] EWHC 2088 (Ch), the Competition and Markets Authority has updated its sector-specific guidance for care homes.

Posted by

James Orpin

Partner and Solicitor

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

Partner & 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

Partner & 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

Partner & 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

James Orpin

Partner and 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 McAdam

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 & 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

Gráinne Staunton

Partner & 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

Partner & 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 & Solicitor