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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

Can You Prevent People From Bringing an Inheritance Act Claim?

Posted on 14th March 2024 in Dispute Resolution, Probate & Wills

In a recent High Court case, the Court considered whether a deceased’s wife lost the money left to her in her husband’s Will because she brought a claim under the Inheritance (Provision for Family and Dependents) Act 1975 (“the 1975 Act”). 

Posted by

Martin Laver

Partner and Solicitor

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

Why You Should Make Time This New Year to Create or Update Your Will

Posted on 09th January 2024 in Probate & Wills

A Will is an essential document, helping you to provide for your family after you’ve gone. Whatever 2024 holds for you, we look at why creating or reviewing your Will should be at the top of your list of New Year’s resolutions.

Posted by

Gráinne Staunton

Partner & 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