Private Client

Do You Now Have the Right to Inherit Your Parent's Estate?

Thursday, 31 December 2015

The case of Heather Ilott, who was cut out of her mother’s Will, made national headlines in the Summer of 2015.

High Court Rejects Claim to Invalidate Mother’s Last Will

Thursday, 05 November 2015

The recent case of McCabe v McCabe [2015] All ER 248, which concerned a dispute between two brothers over their late mother’s last will, sheds new light on the Court's approach when considering the test for testamentary capacity.

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The Office of the Public Guardian Continues to Implement Changes to Improve Professional Deputy Supervision and Support

Thursday, 05 November 2015

Following on from our last publication in August 2015 in respect of the new standards for professional deputies, the Office of the Public Guardian (OPG) has reported on further changes to improve deputy supervision and support.

Wives' Successful Appeals - A Reminder of the Importance of Financial Disclosure

Thursday, 05 November 2015

Prior to the appeals brought in Sharland [2015] UKSC 60 and Gohil [2015] UKSC 61, the law was not clear as to when a lack of disclosure was enough to set aside an agreement in the context of financial remedy proceedings.

Articles & Blogs Private Client

Private Wealth blog - Downsizing Relief

Thursday, 22 October 2015

Many older people sell their family home later in life, either to move to a smaller, more manageable property or to move into residential care...

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Private Wealth blog - The Residence Nil Rate Band

Friday, 09 October 2015

When George Osborne announced at the Tory party conference in 2007 that a future Conservative government would raise the inheritance tax threshold to £1m the idea seemed simple enough.

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Private Wealth Blog - Tough Times for Non Doms

Friday, 11 September 2015

While many tax havens are not particularly appealing places to live, London has for many years provided the perfect storm of being a dynamic world city, while conferring very real tax advantages for those who could claim to be domiciled abroad.

Articles & Blogs Private Client

The Office of the Public Guardian's New Standards for Professional Deputies

Wednesday, 02 September 2015

The Office of the Public Guardian has been promising reforms to their supervision of deputies for some time.

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Ilott v Mitson - Is there any truth behind the headlines?

Wednesday, 02 September 2015

Ilott v Mitson [2015] EWCA Civ 797 finally reached the Court of Appeal at the end of July 2015. The Court of Appeal's decision was widely reported in national newspapers as an indication that Courts can now ignore wills.

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Hope for Trustees Concerned About Self-Dealing

Wednesday, 02 September 2015

Trustees' obligations to protect the interests of the benficiaries is paramount.

Articles & Blogs Private Client

Private Wealth Blog - Variations on a Deed

Thursday, 27 August 2015

It is estimated that around 60 per cent of adults in the UK have not made a Will, including a third of those aged over 55. Clearly if they die unexpectedly their Estate may not devolve as they wish.

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Private Wealth - New Dawn in European Succession

Monday, 17 August 2015

It seems somehow fitting that on 17 August, when much of Europe is en vacances, is the day that the EU Succession Regulation comes into force.

Articles & Blogs Private Client

Private Wealth - Thy Will Be Done

Friday, 14 August 2015

Thy Will be Done - The headlines that accompanied the Court of Appeal decision in the long running case of Ilott v Mitson last month were typically dramatic.

Articles & Blogs Private Client

Farmer's Daughter Excluded from Family Business Awarded Over £1 million

Friday, 26 June 2015

The Court of Appeal’s decision in Davies v Davies highlights the importance of agreeing and managing the expectations of the next generation of the family business as part of wider succession planning.

Articles & Blogs Private Client

Art in Your Attic May Pay Your Tax Bill

Thursday, 04 June 2015

An important collection of paintings by Winston Churchill was recently offered in lieu of inheritance tax due on the estate of Mary Soames, Churchill’s last surviving child.

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