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Insights

Unclaimed estates totalling £1.744bn from those without Wills

Posted on 02nd October 2020 in Probate & Wills

It has been reported by a north-east property developer that there are approximately 7,991 estates currently left unclaimed in England and Wales. The total value of which is estimated at £1.744bn, equating to £218,300 per estate. They report that the majority of these estates have been left by single people who have not made a Will.

Posted by

Sue Halfyard

Associate and Chartered Legal Executive

Insights

The uncomfortable middle-ground of deputyship management – dangers for the unwary

Posted on 15th September 2020 in Probate & Wills

The Mental Capacity Act 2005 originally envisaged two providers of deputyship services outside of the family members of those requiring assistance: solicitors and local authorities.  Mechanisms for both forms of service providers were included in the Act and its connected guidance.  The 15 years during which the Act 2005 has been in place, however, have seen a dramatic development in the landscape in which deputyships are granted and administered.  

Posted by

Gráinne Staunton

Partner and Solicitor

Insights

Remote Witnessing of Wills to come into retrospective effect

Posted on 15th September 2020 in Probate & Wills

On 7th September 2020 legislation was laid before Parliament to bring into force changes to the age-old Wills Act 1837(‘the Act’) to enable Wills to be witnessed virtually by video conference.

Posted by

Sasha Brennan

Solicitor

Insights

Could you be unaware that you’re an heir?

Posted on 04th September 2020 in Probate & Wills

Where someone passes away without a valid Will and without known close relatives, the first step is to see if they had any relations who may be entitled to claim from their estate. If nobody in the relevant categories has survived them, their assets will fall to the Crown – or, due to some historic rules, sometimes the Duchy of Cornwall or Lancaster.

Posted by

Rachael Morley

Associate and Solicitor

Insights

Expected growth in charitable gifts in Wills

Posted on 21st August 2020 in Charities and Social Enterprise, Probate & Wills, Coronavirus Pandemic

Long-term, the forecasts are that charitable gifts will continue to grow, from £2.9 billion in 2019 to around £3.5 billion in 2024.

Posted by

Rachael Morley

Associate and Solicitor

Insights

Probate Registry service delays

Posted on 13th August 2020 in Probate & Wills, Later Life Planning

The probate service is under pressure due to the number of enquiries checking on the progress of cases and asking general questions. They had been in the middle of a restructuring when the pandemic hit, potentially adding to the current pressure on them.

Posted by

Sue Halfyard

Associate and Chartered Legal Executive

Insights

Wills Act amended to allow witnesses virtually

Posted on 28th July 2020 in Probate & Wills

During lockdown there has been talk that the age-old rules of how a Will must be signed might be expanded to include witnesses playing their role remotely. The Ministry of Justice (MoJ) has now confirmed that the Wills Act 1837 will be amended to allow witnesses to be present “virtually” by way of a video link.  

Posted by

Lucy Lamb

Solicitor

Insights

Can Wills be witnessed virtually?

Posted on 22nd July 2020 in Probate & Wills

During lockdown we have all had to adapt our ‘normal’ way of doing things to deal with the changes. The same has been true of the process of witnessing Wills, with many of our colleagues having to help act as witnesses through windows, in gardens and even in drive-by meetings.

Posted by

Gráinne Staunton

Partner and Solicitor

Insights

Charitable gifts in Wills

Posted on 08th July 2020 in Probate & Wills

After many years of increasing, charitable gifts in Wills are now apparently in decline.

Posted by

Rachael Morley

Associate and Solicitor

Insights

Looking After Relatives in Care Homes During Covid-19

Posted on 28th April 2020 in Probate & Wills, Coronavirus Pandemic

In these uncertain times and with official guidance changing on a regular basis, many people are understandably worried about their elderly or vulnerable relatives

Posted by

Emma Ruttley

Solicitor

Insights

The Coronavirus Act 2020: lockdown and death registration

Posted on 03rd April 2020 in Probate & Wills, Coronavirus Pandemic

With the country adjusting to lockdown, the Coronavirus Act 2020 has brought in new measures to cover a wealth of subjects, from financial assistance for businesses, to procedures to boost numbers of healthcare professionals.

Posted by

Rachael Morley

Associate and Solicitor

Insights

Deputy, trustee or attorney and the recent coronavirus outbreak

Posted on 23rd March 2020 in Probate & Wills, Coronavirus Pandemic

Here at Tozers, we have been taking steps to ensure that the lives of those, for whom we act as deputy, trustee or attorney, will not be impacted by the recent coronavirus outbreak.

Posted by

Sarah Phillips

Chartered Legal Executive