Intended Exclusion & No Contest Clauses in Wills
November 14, 2024In the context of increasing challenges to exclusions or disappointed beneficiaries (in terms of those receiving less than they had…
Executor actions – The relevance of taking a neutral position in an Estate
November 5, 2024Given current cases that we are working on the case of Lane v Lane is a helpful reminder in the…
Claims Under The Inheritance Act 1975
October 28, 2024Under the Inheritance (Provision for Family and Dependants) Act 1975, a person may have a valid claim against an estate…
Buying a Holiday Home – The Tax Considerations
May 21, 2024As the sun begins to peak its way through the clouds, dreamers begin to consider the potential of investing in…
Male Heirs, Beliefs and Culture vs UK Law
March 27, 2023One culturally significant issue risen in the courts in two recent cases: the issue of disinheriting family members because of…
Looking After Your Loved Ones on Blue Monday
January 13, 2023You may have noticed changes in your loved ones over Christmas and you may have had conversations about how you…
I am going to inherit some money…what do I do?
July 25, 2022Charitable Trustees should seek to maximise the return on their investments; except where the investment is in explicit conflict with…
Commonwealth Resealing – Is my Will legal in the UK?
June 9, 2021If your Will is made in a Commonwealth Country the general principle is that the Will is deemed valid in…
Should I get married for tax reasons?
April 29, 2021Equality for un-married couples has increased but there's been no change to taxation structure and parts of the tax code…
Are we going to see changes to Inheritance tax or Capital Gains Tax?
April 12, 2021There were no announcements in this year's Budget about tightening up Capital Gains tax (CGT) and Inheritance tax (IHT).