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Insights

Video-witnessed wills legalisation extended

Posted on 13th January 2022 in Probate & Wills

The Ministry of Justice introduced legislation to allow for wills to be witnessed via video-link up and this has now been continued to allow vulnerable people to use this method of executing their wills until 31 January 2024.

Posted by

Sue Halfyard

Senior Associate and Chartered Legal Executive

Insights

Probate grants averaging nine weeks to be issued

Posted on 21st December 2021 in Probate & Wills

The latest family court statistics for England and Wales show 58,642 grants of were issued between July and September 2021, with a record number of 82% being made through the new digital application system, compared to only 46% in the same quarter in 2020.

Posted by

Gráinne Staunton

Partner and Solicitor

Insights

Beneficiary witnesses and void gifts in a Will – new rules needed to include cohabiting couples

Posted on 20th December 2021 in Probate & Wills

There are strict rules in place for witnessing Wills.  One of these rules is that if the spouse or civil partner of a beneficiary witnesses the Will then the gift to the beneficiary in the Will is void.

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

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

Associate & Solicitor

Insights

Estate planning for blended families

Posted on 20th October 2021 in Family Law, Probate & Wills

The increase in the number of families, comprising of different families that have been linked by new relationships, can complicate the process of inheritance, the creation and administration of Wills, and the distribution of estates.

Posted by

Sue Halfyard

Senior Associate and Chartered Legal Executive

Insights

A royal lesson in keeping things under your hat

Posted on 05th October 2021 in Probate & Wills

The judicial decision that the will of HRH the Duke of Edinburgh be kept private for the next 90 years highlights that a will generally becomes a public document once probate has been granted, open to be read by anyone with an interest in the estate, highlighting the importance of discussing intentions to avoid later challenges to the estate and to exclude any confidential information. 

Posted by

Gráinne Staunton

Partner and Solicitor

Insights

5 reasons to make a Will

Posted on 05th October 2021 in Probate & Wills

Why make a Will? It is important for you to make a Will, not matter whether or not you consider you have many possessions or much money. Here we set out five main reasons why it is essential to make a Will.

Posted by

Gráinne Staunton

Partner and Solicitor

Insights

The use of donor's funds by a registered lasting power of attorney

Posted on 27th August 2021 in Probate & Wills

Unless express instructions are included in the lasting power of attorney (LPA) for property and financial affairs about providing for others or making gifts, the general rule is that the LPA attorney does not have power to benefit others apart from the very restricted authority to make the usual Christmas and birthday gifts and to make gifts to any charity to whom the donor may have been making regular payments.

Posted by

Sue Halfyard

Senior Associate and Chartered Legal Executive

Insights

Can you make your own homemade Will?

Posted on 25th June 2021 in Probate & Wills

If you write your own Will, without help from a solicitor, you need to make sure you know what's required in the eyes of the law. Homemade Wills are often poorly written, contain mistakes or are incorrectly executed. As a result, they are commonly found to be invalid or ineffective after death.

Posted by

Sue Halfyard

Senior Associate and Chartered Legal Executive

Insights

Leaving gifts to charities in your Will

Posted on 08th June 2021 in Probate & Wills

If you are thinking about creating or updating your Will you may consider the possibility of including a charitable gift.

Posted by

Rachael Morley

Partner & Solicitor