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Wills, tax, trusts & probate blog

Best Intentions: Common pitfalls for attorneys

29 Nov, 2019
As the population ages, the need to nominate someone to assist us in making decisions or to make decisions on our behalf when we are no longer able to do so becomes more...
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Wills, tax, trusts & probate blog

HMRC bring forward payment date for CGT on residential property – what this means for taxpayers

14 Nov, 2019
HMRC are bringing forward the payment date for capital gains tax liabilities arising on gains made on the disposal of residential property, whether by way of sale, gift or transfer...
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Wills, tax, trusts & probate blog

Second Thoughts: succession issues arising from second marriages

31 Oct, 2019
An increasing number of marriages in England and Wales take place between couples who were previously divorced or widowed.  Francesca Sassoli outlines some of the legal issues...
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Wills, tax, trusts & probate blog

Being a trustee - do you have what it takes?

11 Oct, 2019
Most adults, so long as they have mental capacity, can become a trustee.  The question is, should you?  The role of a trustee is not one to be taken lightly, it is a formal...
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Wills, tax, trusts & probate blog

Is now the time to bank Business Property Relief from Inheritance Tax?

1 Oct, 2019
It is widely agreed that tax is not straightforward, and inheritance tax (IHT) is no exception.  Layers of complexity have built up to the extent that the Office of Tax...
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Wills, tax, trusts & probate blog

Should I put Lasting Powers of Attorney (‘LPAs’) in place?

19 Sep, 2019
Many of our clients come to us asking if they should put LPAs in place.  Our answer is always ‘yes’ as they can prove to be very useful documents, both before and after a...
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Wills, tax, trusts & probate blog

Primogeniture: the right of an eldest son to succeed to the estate of his ancestor

12 Sep, 2019
In a recent article published on The Money Pages, Hannah Glover offered tips about planning for the future and particularly why early planning is so important. The article includes...
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Wills, tax, trusts & probate blog

Is ‘old blighty’ blighted? Should you return?

5 Aug, 2019
Asks David Semmens a partner in the Private Wealth Team. Are you an Ex-Pat thinking of returning to the UK?  Maybe now is the time to think again. Even ignoring all our current UK...
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Wills, tax, trusts & probate blog

Hotchpot… mixing things up to level the playing field

25 Jul, 2019
It is relatively commonplace for parents to make financial gifts to their children during their lifetime (or indeed to friends or other family members).  In recent years a key...
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Wills, tax, trusts & probate blog

What are the options available to assess mental capacity?

11 Jul, 2019
Advances in medicine, public health and nutrition are contributing to an ageing population where many people are living well for longer.  Despite these advances, old age also...
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Wills, tax, trusts & probate blog

PPI claim checks

21 Jun, 2019
The deadline for making a claim against the mis-selling of payment protection insurance (‘PPI’) is just over two months away (29 August 2019). With this date fast approaching...
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Wills, tax, trusts & probate blog

Update - Receiving Grant of Probate

5 Jun, 2019
In February this year, the Government reintroduced its plans to reform probate fees, first announced two years ago but shelved before the snap general election in 2017. The new fee...
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Wills, tax, trusts & probate blog

Controlling your choices

24 May, 2019
Moving into care can be a daunting and confusing time, both for those needing assistance and for their families. It is even harder if the ability to articulate wishes and feelings...
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Wills, tax, trusts & probate blog

SDLT non-resident surcharge consultation

10 May, 2019
What the consultation is all about? The SDLT consultation is about a proposed additional 1% SDLT surcharge on non-UK residents interested in buying UK residential property. The...
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Wills, tax, trusts & probate blog

Preparing for the inevitable…

1 May, 2019
Probate is not an easy thing. But when a loved one has died and the funeral has been arranged, thoughts must eventually turn to the next steps – sorting out their personal...
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Wills, tax, trusts & probate blog

New CGT rules for non-UK residents

10 Apr, 2019
Commercial property disposals – new CGT rules for non-UK residents From 6 April 2019, the non-resident capital gains tax (NRCGT) regime has been extended to bring both direct and...
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Wills, tax, trusts & probate blog

Disguised Remuneration Loans

4 Apr, 2019
Disguised remuneration loans - if it looks too good to be true, it probably is! Freelance contractors across the UK are currently engaged in a tax avoidance debate with HMRC...
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Wills, tax, trusts & probate blog

Update - Probate Fees Reform

22 Mar, 2019
by: Cripps Pemberton Greenish
Click here for more information about the Government’s proposed probate fee reform.  For those of you already following this topic, here is the latest update. A report published...
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Wills, tax, trusts & probate blog

Can your financial Power of Attorney be used abroad?

21 Feb, 2019
Setting up an Enduring Power of Attorney (‘EPA’) or Lasting Power of Attorney (‘LPA’), appointing someone to make financial decisions on your behalf should you lose mental...
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Wills, tax, trusts & probate blog

Update! Probate fees reform

13 Feb, 2019
Last Thursday (7 February), the Government’s proposed changes to probate fees  - which will see the current flat fee (£215 for individuals and £155 for those applying through...
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