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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

Partner & 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 McAdam

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

Partner & 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

Associate & Chartered Legal Executive

Insights

Wills in the time of Coronavirus

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

With social distancing, self-isolation and the key threat of Coronavirus, it is a deeply worrying and potentially lonely time for all of us.

Posted by

Rachael Morley

Partner & Solicitor

Insights

When someone dies but has not made a will, what happens to their esate?

Posted on 04th March 2020 in Probate & Wills

Where someone dies but has not made a will the intestacy rules govern the distribution of their estate. Under the rules if you leave a spouse/civil partner and children then the first part of your estate passes to the spouse/civil partner.

Posted by

Sue Halfyard

Partner & Chartered Legal Executive

Insights

Reform set to cut complexity of inheritance tax

Posted on 09th August 2019 in Probate & Wills

Proposed changes could have far-reaching implications for future estate tax planning Sweeping reform of inheritance tax has been recommended to cut complexity of the so-called ‘death tax’, but experts are warning that individuals will need to review existing planning if the changes go ahead.

Posted by

Gráinne Staunton

Partner & Solicitor

Insights

Where can you be buried or scattered after your death?

Posted on 28th January 2019 in Probate & Wills

Our final journey is one we all make alone, but it’s up to every individual to make sure those left behind are fully aware of the last wishes of the deceased. That includes how to deal with the body, whether that means cremation or burial.

Posted by

Gráinne Staunton

Partner & Solicitor

Insights

GDPR: Implications for Trustees

Posted on 18th April 2018 in Probate & Wills

GDPR represents a tightening up of the obligations owed by trustees and an extension of some of the obligations to those supplying services to trustees, such as solicitors and accountants. It will come into force on 25 May 2018.

Posted by

Gráinne Staunton

Partner & Solicitor

Insights

What is STEP?

Posted on 19th June 2017 in Probate & Wills

TEP stands for Trust and Estate Practitioner, and is the designation given to full members of STEP – the worldwide professional association for those advising families across generations.

Posted by

Gráinne Staunton

Partner & Solicitor

Insights

How do I write a valid Will?

Posted on 29th March 2017 in Probate & Wills

There are certain legal stipulations that apply when making a Will and these need to be adhered to in order for your Will to be valid under UK law:

Posted by

Gráinne Staunton

Partner & Solicitor

Insights

The importance of inheritance

Posted on 24th January 2017 in Probate & Wills

A recent study by the Institute of Fiscal Studies has shown both how the wealth of elderly generations is on the rise and, also, the growing importance of inherited wealth.

Posted by

Rachael Morley

Partner & Solicitor