Planning for Later Life Seminar

November 10th 2022 | Seminars

Allan Janes hosted this seminar with Duncan Horner of Premier Financial Management and Kate Hetzel of Eximius Care, discussing later life options. This seminar covers: Wills, LPAs and Estate Planning Allan Janes’ Ashley Minott guides you through the importance of preparing Lasting Powers of Attorney, and some of the more read more...

Inheritance Tax Nil Rate Band to Remain Frozen Until 2028

November 8th 2022 | estate planning

Private Client lawyers have long been used to a frozen Inheritance Tax (IHT) threshold (known as the nil rate band). An individual's nil rate band has remained at a constant £325,000 since April 2009 (£650,000 for married couples).   Prior to that date, the threshold had increased on a yearly basis, read more...

What is a Certificate Provider

November 7th 2022 | powers of attorney

We have previously blogged about the significant benefits of putting in place Lasting Powers of Attorney. If you use a professional to prepare that document, invariably they will act as your Certificate Provider (unless they are also a proposed attorney).  However, if you prepare the document yourself, you will need read more...

Dealing with Family Estrangements

October 7th 2022 | wills and probate

As Private Client advisers, we are accustomed to dealing both with close knit families looking for the best way to provide for each other, but also with the fall out when a family member becomes estranged.  Recent research in the US  suggests that half of all families experience some form read more...

Dilapidations Seminar

September 15th 2022 | Seminars

  Our latest seminar, this time covering issues relating to the repair Obligations of Commercial Landlords and Tenants as well as Diliapidation Claims. Please click here for a copy of the slides.   Please do not hesitate to contact us if you have any queries arising from this presentation.  read more...

Should I Sever My Joint Tenancy?

July 21st 2022 | trusts

Own a house with your spouse? No, this is not the start to a Dr. Seuss poem! This is a blog focusing on domestic co-ownership and how you could be affected by joint tenancy. Commercial co-ownership can be slightly different, and I will aim to address this in a future read more...

Delays at the Office of the Public Guardian

July 1st 2022 | powers of attorney

New government statistics confirm what the profession has already known for some time – the Office of the Public Guardian (OPG) is experiencing significant delays in registering Lasting Powers of Attorney (LPAs). Tom Pursglove MP, Justice Minister, confirmed recently that the current average time to register an LPA is around read more...

Business Succession Seminar

June 15th 2022 | Seminars

A recording of our recent succession planning seminar for owner managed businesses. Please click here for a copy of the slides.  Please do not hesitate to contact us if you have any queries arising from this presentation.  read more...

Probate Frauds

May 10th 2022 | wills and probate

Probate fraud is an age-old issue, but one that is taking a variety of new forms in the digital age. I hope this article will help the unwary executor spot and avoid these traps and also an unwitting beneficiary from falling victim. Types of Frauds Against Beneficiaries It is a read more...

Excepted Estates – New Inheritance Tax Rules

January 14th 2022 | wills and probate

On the 1st January the Inheritance Tax (Delivery of Accounts) (Excepted Estate) (Amendment) Regulation 2021 came into effect.  Those regulations are designed to greatly simplify inheritance tax compliance with HMRC for “Excepted Estates”. It was, and remains, a requirement for all estates in which there is an inheritance tax liability read more...

My dear friend as executor…

December 6th 2021 | wills and probate

A frequently encountered client instruction in private client is the naming of executors and trustees. When writing a Will it is unavoidable, essential information. One problem that pops up however is when a client wants to name their dear friend who is of a similar age. It can be a read more...

Care Fee Mitigation

November 17th 2021 | estate planning

Back in January I wrote this blog , which gained significant traction on social media and a number of enquiries to the firm in respect of asset protection trusts. I was very pleased to have been able to prevent some clients from entering into these documents, but sadly I did hear read more...

STEP Success for Ashley Minott

August 27th 2021 | estate planning

Earlier this month, my associate Ashley Minott  received confirmation that she had passed her final STEP exam and is now entitled to the designation ‘TEP’ (Trust and Estate Practitioner). Ashley becomes a full member of STEP (The Society of Trust and Estate Practitioners) having completed their diploma in Tax and read more...

Planning For Later Life: Is Your Care Home Inclusive?

June 29th 2021 | estate planning

Estate planning and all that it entails affects different people in different ways. From years of first hand experience l had a pretty good idea of what to write for our Pride series, as estate planning for the LGBT+ community can, and usually does, raise a variety of complex and read more...

Bernie's Plight (How to Avoid an Inheritance Dispute)

May 18th 2021 | estate planning

I recently came across this advert, which I think speaks for itself. Bernie, I have no idea who you are, but firstly I feel for your plight. Having witnessed many a family bust up over inheritance, I can vouch from the frontline they are always a miserable affair (and that read more...

Rethinking Patient Consent: Changes to the Mental Health Act

February 8th 2021 | wills and probate

Reforming the Mental Health Act 1983 (“the Act”) On the 13 th January 2021, the UK Government published a White Paper, Reforming the Mental Health Act , which recommends the modernisation and improvement of mental health care across the country. Their proposals to reform the governing legislation have been guided read more...

Asset Protection Trusts - The Next Big Mis-selling Scandal

January 28th 2021 | trusts

I am moved to write this blog after a good client of mine recently approached me, having been approached herself by a company offering her an ‘Asset Protection Trust’. Her question for me was should I do it. My unequivocal answer was no for the reasons I will set out read more...

ESG Investing: Doing Well by Doing Good

January 8th 2021 | trusts

ESG stands for Environmental, Social and Governance which are the three essential factors used in measuring the sustainability of an investment. In other words, ESG helps assess which businesses are viable long-term without causing harm to people or the planet. You may also have heard of ethical investing, responsible investing, read more...

What are Cryptoassets and How are they Treated in Court?

December 4th 2020 | trusts

There is no single agreed definition of a cryptoasset and the market is constantly evolving so that new variations regularly emerge. However, broadly speaking, cryptoassets can be defined as digital assets that utilise cryptography (the science of protecting information through secure technology).  Cryptocurrencies, which are a type of cryptoasset, are read more...

Succession, Inheritance and Surrogacy: The Issues

November 4th 2020 | wills and probate

Surrogacy is when a person agrees to bear a child for someone else. Although it is legal in the UK, surrogacy arrangements cannot be enforced by the courts and it is illegal to pay the surrogate anything other than their reasonable expenses. This therefore limits the type of surrogacy arrangements read more...

Online Probate Applications Mandatory from Next Month

October 1st 2020 | wills and probate

More news from the ongoing farce that is that probate application process. Subscribers to this venerable blog will be well aware that last year the Government implemented a brand new, all singing, all dancing probate application system. No doubt they were cogniscent of the frankly embarrassing 2 to 4 week read more...

Remote Witnessing of Wills – Goodbye Horse, Hello Stable Door

August 27th 2020 | wills and probate

As anyone who has attempted to complete their Will over the last few months will know, the process of attestation has been a veritable pain in the proverbial. Wills Act 1837 Attestation in the case of Wills simply means signing. However the formalities for this process, as laid out in read more...

Thrown Under the Trustee Bus – A Cautionary Tale

May 26th 2020 | trusts

The role of trustee is a thankless task. Given its ongoing nature, it is certainly easy to argue that it is more onerous than acting as an executor (and that is certainly not without its problems ).  Acting as trustee can take up a considerable amount of time, place significant read more...

You Can't Write your Will on Loo Roll

March 19th 2020 | wills and probate

As I am sat here, at home, pondering the meaning of the Universe and trying to remember what the world looked like pre-Coronavirus (ah, halcyon days), I am moved to comment on our fascination with loo rolls.  I understand that the reason we started panic buying loo rolls has something read more...

Allan Janes Covid 19 Business Announcement

March 18th 2020 | business services

To all of our clients, friends and contacts, we thought it would be helpful to set out our own response to recent events and, in particular, how your matter will be dealt with in the coming weeks and months.  Business Continuity  Despite the recent difficulties and government directives we, as read more...

Probate Delays - Update

January 2nd 2020 | wills and probate

As any keen reader of our blog will have noted by now, there has been an ongoing debacle at the Probate Registries (part of Her Majesty's Courts and Tribunals Service), which has resulted in substantial delays in issuing Grants of Probate. Perhaps mindful of the season, in November HMCTS announced read more...

8 Signs That Your Estate is Likely to be Contested

December 12th 2019 | contested probate

Estate administration is a curious beast. On the one hand it is a legal exercise which can often involve complex issues of taxation and succession (amongst others). On the other, it is a deeply personal process that often carries huge significance for both the person carrying it out and the read more...

Probate Fee U-Turn

October 14th 2019 | wills and probate

I am delighted to report that the Government has now announced the formal scrapping of its proposed probate fee hike, or, as they put it:  "We will withdraw these proposals, and keep the current system while we take a closer look at these court fees as part of our annual read more...

Swedish Death Cleaning - All You Need to Know

October 1st 2019 | wills and probate

I have apparently arrived late to the game of Swedish Death Cleaning, a phenomenon which first garnered attention early in 2018 following the release of the book ‘The Gentle Art of Swedish Death Cleaning’ by Margareta Magnusson. Everyone who has experienced the loss of a loved one, and especially anyone read more...

Allan Janes at Kop Hill Climb

September 18th 2019 | social

Allan Janes LLP will, yet again, make an appearance at Kop Hill Climb on 21 st & 22 nd September 2019. Kop Hill Climb, for those of you who are not familiar with the history, started originally in 1910 as a motorsport event with vintage cars and motorbikes racing up read more...

Probate Delays

August 22nd 2019 | wills and probate

In an effort to increase efficiency, the probate Courts introduced an all singing, all dancing new system earlier this year.  From a desperately inefficient 2 - 3 week wait for a Grant of Probate, Grants are now being issued in around 3 months..  Sadly, that's not a typo but fear read more...

What is the Trust Registration Service?

August 13th 2019 | trusts

If you are reading this blog, chances are you already have some idea what the Trust Registration Service (TRS) is. Perhaps you are a trustee wondering whether you need to register with this service. Maybe you are thinking of setting up a trust, or have already set up a trust, read more...

Holiday Home Owners Take Note: Brexit and Brussels IV

July 25th 2019 | brexit

This article will have specific relevance if you are a British National (even if not living in Britain) who has property in mainland Europe. This doesn’t need to be a holiday home, it could be (more or less) any other type of capital investment (cash, shares, your main residence, a read more...

Partner from Allan Janes to Appear on BBC News

June 21st 2019 | social

Every year I work at Glastonbury Festival with some old University friends. We are part of a 2,000 strong group volunteers that undertake all of the recycling at the festival.  As I'm sure you can imagine, with a festival the size of Glastonbury, that is no mean feat! There's a read more...

DIY Wills – Great News for Lawyers?!

May 17th 2019 | wills and probate

A good friend of mine recently told me that she was moving home. She saw no point in needlessly lining the coffers of those fat cat lawyers, so was planning on undertaking all of the conveyancing work herself. I wholeheartedly endorsed her savvy approach. Of course, the above is a read more...

Probate Court Fees

May 3rd 2019 | wills and probate

What is going on with Probate Court fees? Anyone with any skin in the game will take a step back at this point, 1,000-yard stare fixed in the distance, and slowly shake their head.  For anyone who has managed to avoid the news for the past 18 months (well done read more...

The Importance of Reviewing your Will (Nil Rate Gifts)

March 19th 2019 | wills and probate

To get the legal jargon out of the way, this article concerns the making of ‘nil rate band gifts’ in Wills and the effect of an available transferable nil rate band on such gifts. In plain English, a nil rate band gift in a Will is, in most cases, the read more...

Dangers of Will Writing Companies

March 13th 2019 | wills and probate

Lawyers are one of those groups of professionals that many of us really want to avoid. Our fear, not always unjustified, is that the visit will be painful. Painful physically (dentists, we’re looking at you) and painful financially. In the world of Private Client, which often involves difficult discussions about read more...

The Wills and Inheritance Quality Scheme

October 4th 2018 | wills and probate

Allan Janes has recently become an accredited member of The Law Society’s Wills and Inheritance Quality Scheme (WIQS). WIQS accredited firms are recognised by the Law Society as providing the highest standards of Will preparation and Estate administration by adhering to the best practice standards laid down by the scheme read more...
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