LPAs are legal documents where a person (Donor) appoints someone else (Attorney) to act and sign for them, usually designed for circumstances where the Donor becomes incapable either mentally or physically. Having given a recent [...]
People were fearing that IHT may be on our Government’s agenda for an upwards-review given the huge amount of money it is having to spend to support the economy in these times. Capital Gains Tax [...]
We are referring here to trusts created in your lifetime (ie not within a Will structure which only becomes acting on death). There are various reasons why people consider Lifetime Trusts. Often, they are used [...]
‘Probate’ in this sense means the validation at Court of the last Will of the person who has died and then the administration of their assets and paying off all debts, and ultimately distributing the [...]
Registration of Trusts As mentioned earlier, HMRC now require the majority of Trusts holding a value over £100 to be registered with the Trust Registration Service by no later than March 2022. Trusts that need [...]
Our goal is to help you to keep up to date with your own estate planning and it is important to have continuity of advice at each important stage as you go through life. So, [...]
A big thank you to our clients, friends and contacts who kindly supported me and donated to Parkinson's UK for my 3 Peaks Challenge, successfully completed last weekend. The work of Parkinson's UK is vital [...]
To our clients (existing and former), friends and contacts. I hope you and your families are all keeping as well as is possible during this difficult time. Reviewing your Wills & Trusts and Lasting Powers [...]
To my clients (existing and former), friends and contacts. I hope you, your families and colleagues are keeping well at this time. Please forgive me for not sending this to you individually and also to [...]
The Government promised it would update the Intestacy Rules every five years and so it’s good to see that promise has been upheld. On 6 February 2020, the statutory legacy for surviving spouses and civil [...]
