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Wills, tax, trusts & probate blog

Digital death

14 Jul, 2020
Over the last few months, technology has played an invaluable role in most of our lives.  We have been working remotely, taking part in virtual exercise classes (PE with Joe...
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Wills, tax, trusts & probate blog

Can a donor authorise an attorney to benefit others in their Lasting Power of Attorney?

25 Jun, 2020
As a general rule, an attorney’s power to decide to make gifts out of the donor’s property is very limited.  The Mental Capacity Act (section 12) specifies the circumstances...
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Wills, tax, trusts & probate blog

Lost Will?  Proving a Copy

11 Jun, 2020
Few people realise that there is no obligation to register a Will when it is complete, or quite how important it is to make sure it is not only stored safely but that others know...
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Wills, tax, trusts & probate blog

Priority Wills service

14 May, 2020
Our Priority Wills service has now launched and it is ‘business as usual’ for the Private Wealth team at Cripps Pemberton Greenish. Regardless of the restrictions imposed on us...
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Wills, tax, trusts & probate blog

Lasting Powers of Attorney

5 May, 2020
Now more than ever, it is important to ensure that you have legal contingencies in place to protect you and your family in case of a loss of mental capacity arising due to illness...
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Wills, tax, trusts & probate blog

Wills in the time of Coronavirus

20 Mar, 2020
As COVID-19 takes hold across the UK, we have seen a large increase in Will enquiries.  For some clients, the current restrictions may lead to practical difficulties in both...
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Wills, tax, trusts & probate blog

Family Investment Companies – An Update

10 Mar, 2020
A Family Investment Company (or FIC) is a limited company set up to hold a family’s investments. Please click here to read Victoria Symons' blog about the latest news in this...
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Wills, tax, trusts & probate blog

Trust Registration Service (TRS)

6 Mar, 2020
Impact of the Fifth Money Laundering Directive (5MLD) HMRC’s Trust Registration Service has been in operation since 2017 and is the mandatory, online route for trusts (and...
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Wills, tax, trusts & probate blog

Proofing against the Disaster Scenario

2 Mar, 2020
Many people struggle with the thought of making a Will and leaving loved ones behind.  It is often even harder to think about the possibility of children, grandchildren or other...
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Wills, tax, trusts & probate blog

Avoiding disputes over partnership property…

14 Feb, 2020
In his latest blog Tom Bourne encourages farmers to take care to distinguish clearly between personal assets and partnership property to avoid disputes.  Click here to read...
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Wills, tax, trusts & probate blog

Planning with properties

7 Feb, 2020
Despite Brexit concerns, recent figures show that average house prices increased by 2.2% last year, meaning many first-time buyers are still struggling to get on the property...
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Wills, tax, trusts & probate blog

No pain without gain...

29 Jan, 2020
...watch out for the new capital gains tax rules if you are a non-UK resident says David Semmens, Partner in the Private Wealth Team. In the good old days before the dreaded B…...
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Wills, tax, trusts & probate blog

Simplifying the ‘seven year rules’

23 Dec, 2019
Getting to grips with what is required to administer a loved one’s estate can be challenging, particularly at an already difficult time.  Where inheritance tax is payable, the...
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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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