Inheritance Tax Allowances & Planning – How To Mitigate Your Potential Inheritance Tax Liability

Inheritance tax, or IHT as it is commonly known, is payable on everything you have of value when you die, including: Your home Savings and investments Jewellery, works of art...


Can I Sue The Funeral Home For A Dispute Over Ashes?

The burial arrangements of a deceased person, including the spreading of ashes, is an important process following the death of a loved one for many people. This can provide closure...


Grants Of Probate Issued Outside Of England & Wales

A Grant of Probate is a document issued by the Court that gives legal authority to the executors of an estate appointed through a Will to deal with the affairs...


Inheritance Tax – How To Make The Most Of Your Tax-Free Allowance

The Residence Nil Rate Band system was introduced to the UK in 2017 and was phased in over four tax years. The roll-out of the system was designed to help...


Enduring Powers Of Attorney – Are They Still Effective?

What is an Enduring Power of Attorney? Enduring Powers of Attorney (EPA) preceded the Lasting Powers of Attorney (LPAs) that were introduced by the Mental Capacity Act 2005. Before 1st...


Banks v Goodfellow Is Not Replaced By The Mental Capacity Act 2005

Anyone who has studied the law will no doubt have come across the longstanding case of Banks v Goodfellow, which sets out the law for assessing testamentary capacity (put simply,...


Can I Make A Negligence Claim Against A Solicitor As A Disappointed Beneficiary?

A Will is only valid once it meets the formalities of Section 9 of the Wills Act 1837, which requires that the Will must: Be in writing; Be signed by...


Seeking A Claim To Deceased’s Estate By Way Of A Secret Trust

The Will of a deceased person is sometimes not always as it seems. A testator may discuss their Will before their death and, at times, leave gifts to beneficiaries with...


Capacity Challenge – Deathbed Gifts

Following the recent judgment in the case of Davey and another v Bailey and Another [2021] EWHC 445 (Ch), the Court showed how strictly it follows the requirements needed for...


Removing A Lay Personal Representative In A Contested Estate – Ugolor v Ugolor

The role of a personal representative of a deceased person’s estate is to wind up the estate and distribute it to the beneficiaries due to inherit. Those beneficiaries may be...


How Kate Garraway’s Current Situation Highlights The Importance Of A LPA

Many people will be aware of the nightmare that Kate Garraway, the TV presenter, has been suffering over the past year with her husband having been seriously ill in hospital...


What Is The Self-Dealing Rule & How To Protect The Trust?

There is a little known rule, which is referred to as the prohibition against ‘self-dealing’. This article sets out what the self-dealing rule is, how trustees could avoid being in...