Remembering Charities

June 30th 2020 | wills and probate

When preparing Wills, one of the most difficult points for clients (particularly those with young children) to think about is a disaster provision. Sometimes (and with misplaced cheeriness) known as a Disneyland Clause, these ask a client to consider who they would wish to inherit their estates if, at the read more...

The Role of Executor – A Risky Business

May 19th 2020 | wills and probate

Glancing through the news recently I noticed a story about an executor who has had a warrant issued for his arrest due to his failure to comply with his duties. The role of an executor carries quite significant obligations and the consequences for failing to correctly administer an estate can read more...

How to Sign a Will During Coronavirus Lockdown

April 6th 2020 | wills and probate

The current COVID 19 crisis has lead people to review their circumstances and, as such, Private Client practitioners have seen an increase in the demand for Wills. This has been from a combination of people who had no Wills in place finally deciding to put their affairs in order and read more...

The Checklist- Getting your Affairs in Order

March 23rd 2020 | wills and probate

In light of the recent coronavirus outbreak, I have received several concerned calls from clients in relation to steps that they should be taking. I am not the alarmist type, and so have stressed the need to remain calm, however the virus has caused many people to take a look read more...

The Importance of a Staple

February 11th 2020 | wills and probate

Who knew a staple could cause so many problems? When a professional drafts a Will, we generally arrange for them to be sewn with ribbon or bound. This not only looks nice but also makes it harder for clients to unsuspectingly separate the document.  Where it is apparent that a read more...

A Scottish Connection

December 20th 2019 | wills and probate

Fun Fact! Did you know that you can make a Will at the age of 12 in Scotland? There are quite a few variations in the law when you head north of the border, and it is important to remember that Scotland is a separate legal jurisdiction. As such, careful read more...

Guide to The Court of Protection - Health and Welfare Deputyship

December 9th 2019 | court of protection

If someone loses capacity without having a valid Lasting or Enduring Power of Attorney in place, then those seeking to make decisions will need to apply to the Court of Protection for the authority to make decisions on their behalf. There are several types of a decision that the Court read more...

Guide to The Court of Protection - Property and Finance Deputyships

November 6th 2019 | court of protection

What happens if decisions need to made for someone who lacks mental capacity? With an ageing population this is an issue which has become more prominent in people's mind. This is further compounded by significant care costs and high property values, which mean that incapacitated individuals are left with valuable assets read more...

The Horror of Homemade Wills

October 31st 2019 | wills and probate

I have been seeing more and more homemade Wills in recent years. I will freely admit that, as a Probate Solicitor, these fill me with dread. This is because homemade Wills usually lack useful administrative provisions, or worse, contain clauses which are unworkable or open to challenge. I would never read more...

A Quick Guide to Trusts

September 25th 2019 | trusts

The concept of trusts can be a difficult one to explain to non-lawyers. Most people know that they exist but have very little knowledge about how they operate or why they might be established. In recent years they have received a particularly bad rap as they have become associated with read more...

What Happens If I Do Not Have a Will?

August 21st 2019 | wills and probate

A Will is a document, created by someone during their lifetime, which sets out what they would like to happen to their assets when they die. If you die without a Will, your estate passes under the rules of intestacy. There are several common misconceptions about what happens when someone read more...

The £1 Million Inheritance Tax Threshold - Is it Real?

August 14th 2019 | wills and probate

The concept of inheritance tax is fairly strange to our American cousins. In the UK, when someone dies, any amount in their estate above their available tax-free allowance is charged to tax at 40%. There are some exceptions to this rule, for instance if estates are passing to spouses or read more...

Lifetime Gifting: A Salutary Lesson

July 31st 2019 | wills and probate

A friend of mine recently forwarded this article to me, asking what the legal position is in relation to gifts to children, and if parents have an ability to ask for their money back. In this scenario, a lady’s parents gifted her £100,000 to help her to buy her home. read more...

Statutory Wills: A Brief Guide

May 20th 2019 | court of protection

A Will is a document, made by someone, which sets out how their estate should be distributed on their death and who should deal with the administration. However, recent research carried out by Prudential found that around 60% of the UK population does not have a Will. If someone dies read more...

Mortgage Deposits and the Bank of Mum & Dad

March 14th 2019 | wills and probate

The cost of buying homes in the UK has escalated significantly in the past few years. However, house prices themselves seem to have stagnated –Most likely as a result of a concerted effort by the conservatives to curtail the buy-to-let market (by way of increased stamp duty and loss of read more...
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