Should I leave a charitable gift in my will?
Considering a charitable gift in your will? Learn how legacies and shares of your estate can benefit both your favorite causes and your tax planning.
Understanding The Role Of A Certificate Provider
The article discusses the crucial role of a certificate provider in ensuring the validity of a Lasting Power of Attorney (LPA), emphasising the impact of the TA v The Public Guardian case (2023 EWCOP).
Understanding the Role of an Executor
This article explains the role of an executor, outlining responsibilities such as asset valuation, tax reporting, settling debts, and distributing the estate per the deceased’s Will.
Understanding the Lasting Power of Attorney (LPA)
This guide explains the Lasting Power of Attorney (LPA), including its types, attorney obligations, and decision-making considerations under the Mental Capacity Act 2005, prioritising the donor’s best interests.
Inheritance tax: Understanding Nil-Rate Bands
Discover how the Nil Rate Band and Transferable Nil Rate Band can significantly impact your inheritance planning, potentially shielding a larger portion of your estate from hefty taxes.
Wills & Probate: Why Do I Need A Will?
This article explores the vital importance of making a will to ensure that your inheritance is distributed in accordance with your precise wishes after death. It explains how intestacy regulations work and the limits they impose on non-traditional family structures or planned legacies outside immediate family lines.
Widow wins High Court battle despite being written out of Will
Very recently, in the case of Kaur v Estate of Karnail Singh & Ors [2023] EWHC 304 (Fam), it was ruled that ‘reasonable provision’ was not made for an 83-year-old widow, ‘left with next to nothing’.
My Will, a public document?
It may come as a surprise however that once a grant of probate has been issued by the probate registry, a Will becomes a public document and anyone can apply to have a copy.
Care Home Fee Planning – What Can I Do?
Care Home Fee Planning – What Can I Do? The average cost of care in a residential setting can range from £29,000 – £39,000 a year, and with nursing care fees ranging from £35,000 – £55,000 people now more than ever are looking at ways to protect their assets. The average stay in a UK […]
Inheritance Claims On The Rise?
There appears to have been in recent years a steady increase in claims under the Inheritance (Provision for Family and Dependants) Act 1975. This might in part be attributed to the fragmentation of families but also to the dramatic increase in property prices over the last few years. The matter was recently brought to public […]