The LPA amendment Bill – what it means for you and yours
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The Bill to reform the law on making lasting powers of attorney (LPAs) in England and Wales has been published and received its second reading in parliament on 9 December 2022. LPAs are a specific type of power of attorney with a wider scope than ordinary Powers of Attorney. LPAs allow someone to appoint another […]
To gift or not to gift? The impact of the Autumn Statement on Inheritance Tax
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Today’s Autumn Statement saw Chancellor of the Exchequer, Jeremy Hunt, announce what had been predicted by many – an extension to the freeze on the Inheritance Tax Nil Rate Band allowance – amongst other financial measures. The Nil Rate Band allowance has been fixed at its current level of £325,000 per individual since 2009 and […]
Life assurance policies and investments written in trust – what happens next?
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Many people will only come across trusts when they are being discussed in the same breath as life insurance policies, whether those are true protection products or investments structured as a life assurance policy, in the context of the investment/life assurance being ‘written in trust’. These days it’s very simple for such financial products to […]
Making a Will where you know there’s trouble ahead
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This article is not intended as information/a guide as to how to bring and/or defend an action under the Inheritance Provision for Family & Dependants Act 1975 (’IPFDA’75). What it is, however, is some thoughts on how to give instructions for the drafting of a Will by a professional, and indeed the importance of having […]
Digital assets in later life planning
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nat_B0m
Technology is increasingly playing a major role in our lives and this trend will no doubt continue. In order to keep up with technology, we must develop our knowledge and understand the impact it has on us and our families, especially post-death when we and our loved ones are most vulnerable. When undergoing the task […]
Lifetime Trusts
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Are you intending to make significant financial provision for young persons to take effect now during your lifetime? If so, then trusts can be a particularly suitable vehicle for that intended gift where the person receiving the funds is too young or too immature to be able to look after and manage them. With a […]
What is probate
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nat_B0m
A quick and comprehensive overview of Probate, what it is and why you may need it. You can find more information about Probate and how a solicitor can help you here.
Wills – why do I need one
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nat_B0m
A quick and comprehensive overview of Wills, what they are and why you need one. You can find more information about Wills and how a solicitor can help you here.
Lasting power of attorney
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nat_B0m
A quick and comprehensive overview of Lasting Power of Attorney, what it is and why you need one. You can find more information about Lasting Power of Attorney and how a solicitor can help you here.
Legal advice for elderly clients
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nat_B0m
This video details 5 essential legal decisions to consider approaching later life. There are all sorts of options available to you. You can find more information about them and how a solicitor can help you here.