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What happens if you can’t find a Will?

26th May 2020

An up-to-date Will can make dealing with the administration of someone’s estate much easier after they pass away. As well as setting out any personal wishes and bequests, a Will can help, in what is already an upsetting time, prevent disagreements between family members. But what happens if this... read more

Posted in: Estate Planning, Inheritance Tax, News

What to put in your Will

24th October 2019

Writing a Will involves more than simply choosing who to give your money to. So what should you consider when drafting or updating one? Steve Wright, from our Estates team, considers what’s necessary. Executors Executors deal with the administration of your estate. They will need to collect and value... read more

Posted in: Estate Planning, Inheritance Tax, News, Tax

Will planning – the use of Life Interest

18th June 2019

When making a Will, it is common to plan to leave property or assets – in their entirety – to your beneficiaries. However, it may be more prudent in certain circumstances to leave your spouse or partner a life interest in your assets rather than giving them outright ownership.... read more

Posted in: Estate Planning

Drafting a Power of Attorney

5th February 2019

Giving someone the power to deal with your affairs can be a good idea, but if the document isn’t drafted carefully it can lead to expensive financial and administrative problems. A Lasting Power of Attorney (LPA) is the document which gives someone the authority to deal with your financial... read more

Posted in: Estate Planning

How to leave money to a charity

1st February 2019

Charities rely on legacies for much of their funding and many of us want to leave money to good causes that have helped us during our lifetimes. But which is the best way to leave money to your chosen charity? Many charities receive a high proportion of their income... read more

Posted in: Estate Planning

Your 2019 Financial Planning Checklist

10th January 2019

A new year offers a useful opportunity to consider your finances, ensuring they are in good shape to see you through 2019 and beyond. To help here is my checklist if you are looking to make the most of your financial planning this year: 1) Don’t forget your HMRC... read more

Posted in: Financial Planning

How to avoid a dispute over your Will

18th November 2018

As the number of disputed inheritances increase, it has never been more important to have a properly drafted Will in place. Recent reports are demonstrating that the amount of people writing an up to date Will is steadily increasing. In 2017, 39% of individuals in Great Britain had a... read more

Posted in: Estate Planning, Inheritance Tax

Unclaimed UK Estates May Total Billions

15th August 2018

According to the latest figures from the UK Government, there are currently 9,254 unclaimed estates in the UK. With the average value of an estate worth around £150,000, the amount of this unclaimed inheritance could total billions. Sadly this situation means that property, money, personal belongings and other assets... read more

Posted in: Estate Planning

Do I need more than one Will?

23rd May 2018

It would seem that the nature of Will writing does not necessarily accommodate for a globally mobile lifestyle, a lifestyle which is becoming increasingly common and one we help clients to financially negotiate every day. If you own assets in more than one jurisdiction, it can be difficult to... read more

Posted in: Estate Planning