Private Client

 

The Dangers of a Do-It-Yourself Will

A recent report shows that 40% of people who have made a Will drafted it themselves rather than instructing a solicitor to do it for them. This is unfortunately causing a wide range of issues for executors when they are trying to understand what the Will...

Life Interest for Long-Term Partner in Inheritance Dispute

In the recent case of Banfield v Campbell, a long-term partner was awarded a life interest rather than a lump sum in a claim under the Inheritance (Provision for Family and Dependants) Act 1975. Andrew Banfield lived with the late Sarah Campbell for 20...

Aretha Franklin: The Risks of Failing to Make a Will

Singer Aretha Franklin recently died of pancreatic cancer aged 76 but unfortunately died intestate, which means that she did not leave a Will. There have been difficulties in valuing Ms Franklin’s estate as she was often paid in cash for her...

Incapacity Crisis

This week Solicitors for the Elderly (SFE) launched their campaign raising awareness of the importance of health and welfare Lasting Powers of Attorney (LPA), with the report  The Incapacity Crisis – a nation unprepared. The new report from...

Inheritance Tax for Gifts to a Couple on Their Marriage

The media coverage surrounding Harry and Meghan returning £7 million worth of wedding gifts provides a useful reminder of the exemption from inheritance tax for gifts to a couple on their marriage. It is possible to make a gift of between £1,000...

Living with Dementia

As it was Dementia Action Week last week, it seems an appropriate time to remember that Government figures indicate that more than 800,000 people in the UK have dementia, and that the Alzheimer’s Society predicts this will rise to more than one million...

Inheritance Tax and the Family Home

Following the recent announcement that the average house price had hit a record high, it is worth a reminder that last year the Government introduced a special provision for inheritance tax intended to apply when passing on your home when you die, primarily...

Wills and Marriage

With the upcoming Royal Wedding between Harry and Meghan in the news, it is timely to consider the impact of getting married on Wills . One of the ways in which a Will is revoked is by marriage, so anyone who has married since making their Will should...

Are you Eligible for the Powers of Attorney Fee Refund Scheme?

The Government has recently launched a scheme to enable people in England and Wales to claim back fees they paid to the Office of the Public Guardian (OPG) for lasting power of attorney (LPA) and enduring power of attorney (EPA) applications between 1 April...