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

A tax-free allowance introduced in 2017 to help people who wish to leave their family home to their loved ones is set to increase again next year taking the total...


Commorientes Rule Dispute – Sister Wins £300,000 Inheritance Dispute

The High Court has now handed down its judgment in the inheritance dispute between two feuding step sisters following the death of their parents, John and Ann Scarle, in late...


What Happens When The OPG Does Not Agree To Gift Payments?

Deputies and attorneys do sometimes have the power to pay out gifts on behalf of a protected party (P). However, even if the Power of Attorney or deputyship order authorises...


Owning Two Properties – Capital Gains Tax

Owning two properties is becoming increasingly common, as people buy a place in the country, inherit property, buy houses for their children, or couples who each own a property move...


Back To Black…

There has recently been various news reports about Amy Winehouse’s ex-husband making a claim for maintenance and one million pounds as a lump sum from the estate of the singer...


Are You Sure You’re A Grandchild?

In a recent inheritance dispute case it highlighted a fundamental issue and, even though the it was decided in the USA and therefore has no bearing in law over cases...


This Is “In Your Best Interests”, Even If It Is Against Your Wishes…

If ever there was an example of the Court overriding the wishes of a protected party, it was the decision in NHS Trust v JP [2019] EWCOP 23. Earlier this...


Mediation In Inheritance Disputes

Mediation continues to be on the rise and is a more popular method of resolving disputes than trial at Court, particularly so in trust and inheritance dispute cases. Individuals who...


Court Rule That Alcohol Drove Passenger To Leave Everything To His Taxi Driver

In the recent case of Hughes v Rodrigues, the Courts had to consider the impact of alcohol on a test airs ability to make a Will. A taxi driver (Dean Hughes)...


Digital Assets When Someone Dies

In our ever-developing digital world, more and more people are owning digital assets, and it is becoming increasingly common for Personal Representatives (PRs) to have to deal with these as...


Making A Will When You Own Foreign Assets

If you own assets abroad, such as a holiday home in France or Spain or a bank account in another country, then particular care needs to be taken when making...


What Is The Court Of Protection?

There are situations where a close friend or family member will need someone to act on their behalf for legal, financial or/and health and welfare decision making issues. A lot...