Tag: Private Client

Should we keep the Nil Rate Band Discretionary Trust Wills that we have or should we change them to take the full effect of the new Residence based Inheritance Tax allowance?

Question: I am purchasing a property with my partner, but I am putting in more of the equity. What steps can I take to safeguard my position?

The recent case involving Joy Williams and her deceased partner Norman Martin’s family show how dangerous it is to jointly own property with another (such as a life partner), even if the ownership is appropriately structured as a tenancy in common, if you do not also have an appropriate Will in place.

“Following on from the last article, if you are a Court of Protection Deputy – what does that mean and what can you do and what can you not do…?

Perhaps the first question to ask is what is a deputy

Is your New Year’s resolution to put an LPA in place?